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Becoming A Member

Membership in the San Diego Planned Giving Partnership is open to practitioners of planned giving and allied professions.

Members are expected to adhere to the model standards of professional ethics adopted by the San Diego Planned Giving Partnership as an affiliate of the Partnership for Philanthropic Planning.

Member privileges in the SDPGP include:

Membership Fees
Annual Membership Fees — SDPGP $60

If you wish to join or renew your membership in the San Diego Planned Giving Partnership, first download the membership application and save it to your computer. If necessary, right click on the link and choose "Save Link As" or "Save Target As." Open the application in Adobe Reader, complete and save. Email your completed application to: Elise Wald, membership@sdpgp.org. Use the PayPal or credit card option Pay Now button or mail your check per below.

Mail option: print out and forward with your check payable to:

San Diego Planned Giving Partnership
5663 Balboa Ave, #444
San Diego, CA 92111

For PayPal or credit card payment, please use the Pay Now button below.

Member Name:


Membership is available to individuals only and is not transferable. Membership is effective for one year from the date dues are received. SDPGP is affiliated with the National Association of Charitable Gift Planners (NACGP). Membership in NACGP is not included with SDPGP membership and SDPGP is not included with NACGP membership. You may join NACGP by accessing their website at: www.charitablegiftplanners.org.

To contact us regarding Membership, click here to contact Membership Chair, Elise Wald.

Model Standards of Practice for the Charitable Gift Planner