Recent posts by askirvin
Member Spotlight: Matthew Treadwell
Meet Matthew Treadwell!
Matthew is a Gift Planning Attorney at the Indiana University Foundation for Indiana University Indianapolis (IUPUI). In addition to his work at IU Indy, Matthew is a member of the Board of Directors for the CGP, where he serves as the Emerging Professionals Chair and incoming Conference Chair. He is also a member of the Board of Directors for Ausome Indy.
Topics: Member Spotlight
CGP Conference 2024 | Make the Case
The CGP Conference is headed to Orlando, Florida from October 28 through 30. CGP Conference is the largest gathering of gift planning professionals where attendees have the chance to learn from and collaborate with the most respected people in the field.
Join hundreds of gift planning professionals from around the country to expand your network and skills. Use the guide below to make the most of your conference experience and have the best chance at getting the CGP Conference approved.
Before the Conference:
Topics: CGP Conference
CGP Conference 2023 Takeaways: Stewardship
By: Barbara Yeager
This year’s CGP Conference included sessions to support almost all 16 National Standards for Gift Planning Success, including Standard 14, which specifies that best-practice gift planning programs have “a robust, well-executed stewardship plan across all lines of fundraising focused on engaging donors in a meaningful way, building long-term donor relationships and maintaining a high donor retention rate.”
Topics: CGP Conference
Member Spotlight: Lauren Elliott
Meet Lauren Elliott! Lauren is the Director of Planned Giving at Georgia State University in Atlanta, Georgia. Lauren has always found herself intrigued by mortality, so her cocktail conversations often revolve around death, DNR's and living wills (you know- the fun stuff!). As an old soul and cancer survivor, she's not one to shy away from life's most challenging conversations.
Topics: Member Spotlight
Member Spotlight: Dien Yuen
Meet Dien Yuen! Dien is the CEO and co-founder of Daylight Advisors. She is also the founder of the Center for Philanthropy and Social Impact at The American College of Financial Services. Dien created the Advisors of Color CAP® Study Group, a support group for BIPOC advisors seeking their designations. She also designed the Purpose School, an immersive and interactive learning experience that helps leaders explore the intersection of purpose and social impact.
Topics: Member Spotlight
Why I Give to CGP
I give to advance CGP’s mission to support the charitable gift planning community.
For professional associations, the primary sources of revenue are still membership dues and program fees – like the CGP National Conference. But it takes charitable gifts to fully support high-quality educational programming, scholarships, research, and advocacy.
Topics: Giving Tuesday, Donors
Things To Do in Chicago with Chicago Council on Planned Giving
CGP Conference 2023 is in the wonderful city of Chicago, Illinois this year. In one of the largest cities, there are endless restaurants, museums and other activities to fill your spare time. If you have extra time in Chicago, be sure to visit one (or all!) of the Chicago Council on Planned Giving's favorite places. Be sure to share your adventures with us on socials!
Chicago Council on Planned Giving's Suggestions for How to Experience our World-Class City During Your Visit:
Topics: CGP Conference
Estate Planning Awareness Week 2023
Member Spotlight: Aquanetta Betts
Congratulations to CGP member and board member Aquanetta Betts on her new role as Director of Planned Giving at George Mason University. We sat down with Aquanetta to discuss her journey into a career in gift planning from her start as a flight attendant, her new position and tips for success.
After a career as a flight attendant for 15 years, how did you find your way into gift planning?
Topics: Member Spotlight
Giving USA Results a Reminder To Focus on Legacy, Non-Cash Gifts
By Lisa M. Chmiola, CFRE, CSPG
The annual Giving USA report was released a few weeks ago, and there’s been much buzz about 2022 as a bad year for fundraising. It’s hard to ignore the numbers: individual giving is down to 64% of all gifts, and those gifts decreased 13.4% in 2022 from 2021 when adjusted for inflation. (Source: Chronicle of Philanthropy, “4 Takeaways from Giving USA and More.”)
Topics: Advocacy & Legislation Updates, Research, News