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The National Association of Charitable Gift Planners is your professional home—a place to build your career and connect with a national network of charitable gift planning professionals.​

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About The National Association of Charitable Gift Planners

CGP has grown with and for the charitable gift planning industry. From think tank conversations, to a federation of local councils, to a professional organization, we've evolved to serve members nationwide. Together, we build a bold future of smarter giving and bigger impact.

Find the resources you need when you need them

The CGP Shop allows you to browse through hundreds of educational resources designed specifically for busy charitable gift planners. CGP members enjoy member-only pricing and discounts on all resources. 

Anatomy of a Gift Agreement

Reynolds Cafferata
 
Participants in this session will dissect a gift agreement looking at vital parts such as enforcement provisions, naming terms, gift restrictions and fund management terms.  Working through a gift agreement, participants will learn to draft agreements to meet donor wishes that can be administered by the charity for years to come.
 
Learning Objectives:
1. Identify key provisions to include in gift agreements.
2. Learn laws applicable to gift agreements including UPMIFA.
3. Learn the benefits and pitfalls of enforceable pledges.
 
CFRE: Approved for 1 point
CAP: Approved for 1 PACE credit
 
Conference Year: 
NCPP 2017
Price: 
$30.00
Purchase Type: 
Individual
Upcoming Events
CGP Webinar: Moving from Tactics to Strategy: Finding the Secret Sauce for Your Gift Planning Marketing
Jun 25, 2019
With roughly 1.5 million charities marketing to donors, and so many nonprofit events crowding donor inboxes, it i...
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CGP Conference New Orleans
Oct 04, 2019
CGP Conference is a unique meeting place for all of the professionals working in charitable gift planning. In your wo...
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Expanding Expertise
A place for seasoned professionals to share ideas and wisdom.
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