MENU
CGP Link
?
CLOSE
Join/Renew

Activate your membership to connect with a national network of charitable gift planning peers and gain access to valuable resources.

About Your Membership

Understand how CGP membership works, discover our shared ethics and more.

Connect with a community of pros.

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.​

Education

We offer a wide range of educational opportunities—from our online resource library to webinars to in-person events—to help you keep your skills sharp.

Research

Data at your fingertips. Keep tabs on our latest research.

Standards

As a standard-setting organization, we provide these resources for all. Download models and best practices in PDF form.

Our position.

CGP gives a voice to the charitable gift planning industry in Washington. Read more.

Read the latest scoop.

Follow our blog for news and updates about what you need to know from Washington. Read more.

Join the action.

Join CGP and ask your elected officials to support the charitable giving profession. Learn more.

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 education you need

Tap into education that will take your career to the next level. Search for conference papers, on-demand webinars, and live events. CGP members enjoy member-only pricing and discounts on events. 

 

IRS Form W-4R

IRS Form W-4R for withholding on nonperiodic IRA distributions (which would include a terminating distribution to a charity) must be filed, otherwise the payer must withhold 10% from the charity's share. It appears it is no longer sufficient to merely check off a "Do Not Withhold" box on a company's IRA Distribution/New Account form, but that they will need an actual Form W-4R. Start automatically including one of these with each packet your charity sends in on an IRA claim. The name and address on the form is for your organization, as is the EIN. Do not include the name or SSN of the control person on this form.