AIPS
Certified Specialist in Planned Giving
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Fall 2008-Spring 2009 Schedule at a Glance
Save $225.00 by signing up for the entire CSPGCM Designation Program for $5875.00!

Beginning in September 2008, classes will be held at:
California State University, Long Beach Foundation
Executive Conference Room, Suite 204
6300 State University Drive, Suite 204, Long Beach, California

Unless otherwise noted, classes are held from 8:30am-4:30pm

Module One                                                                                    
Price: $930.00   Course Number-8901

September 17-19, 2008
History, Philosophy, and Standards Dr. Robert M. Bersi
Financial Planning

James F. Normandin
Daniel E. Parr

Module Two                                                                                      
Price: $930.00   Course Number-8902
November 12-14, 2008
Tax Planning

Matthew Rayer
Bill Hranchak

Elder Care David M. Harrison
Module Three                                                                                   
Price: $1225.00   Course Number-8903
January 27-30, 2009
Charitable Gifting Part One: Assets and Entities Fred J. Marcus
Charitable Gifting Part Two: Other Deferred Gifting Techniques Claudia B. Sangster
Steve Chidester
Module Four                                                                                  
Price: $930.00   Course Number-8904
March 18-20, 2009
Marketing Planned Giving Vincent J. Fraumeni
Charitable Gifting Methods: Charitable Remainder Trusts Marc Hoffman
Philip T. Temple
Module Five                                                                                
Price: $930.00   Course Number-8905
May 13-15, 2009
Estate Planning Jessica Dorman-Davis
Reynolds T. Cafferata

Module Six
Price: $930.00 Course Number-8906

July 15-17, 2009

International Gift Planning Jane Peebles
Administration and Operation of Planned Giving Programs Charles J. McLucas, Jr.

Practicum Evaluation
Price: $225.00 Course Number-8907

 

To earn your CSPGCM Designation, you must complete Modules One-Six and the Practicum

Click on image for a printable schedule Course Schedule