Upcoming Schedule and Fees

Classes are held at:
California State University, Long Beach Foundation
Executive Conference Room, Suite 204
6300 E State University Drive
Long Beach, CA 90815
Phone: (562)985-8466

Module One - Course Number 0101

  • History, Philosophy, and Standards - Dr. Robert M. Bersi
  • Financial Planning - James F. Normandin & Daniel E. Parr
  • For more details, click here

Module Two - Course Number 0102

  • Tax Planning - Matthew Rayer & Bill Hranchak
  • Elder Care - David M. Harrison
  • For more details, click here

Module Three - Course Number 0103

  • Charitable Gifting Part One: Assets and Entities - Fred J. Marcus
  • Charitable Gifting Part Two: Other Deferred Gifting Techniques - Claudia B. Sangster & Steve Chidester
  • For more details, click here

Module Four - Course Number 0104

  • Charitable Gifting Methods: Charitable Remainder Trusts - Marc Hoffman & Philip T. Temple
  • Marketing Planned Giving - Vincent J. Fraumeni
  • For more details, click here

Module Five - Course Number 0105

  • Estate Planning - Jessica Dorman-Davis & Reynolds T. Cafferata
  • For more details, click here

Module Six - Course Number 0106

  • International Gift Planning - Jane Peebles
  • Administration and Operation of Planned Giving Programs - Charles J. McLucas, Jr
  • For more details, click here

Practicum Evaluation - Course Number 0107

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

Remaining classes for the 2009-2010 year

  • Estate Planning - Jessica Dorman-Davis & Reynolds T. Cafferata
  • International Gift Planning - Jane Peebles
  • Administration and Operation of Planned Giving Programs - Charles J. McLucas, Jr