Recent posts by kturner

CGP Town Hall with guest Johni Hays

Posted by kturner on Aug 17, 2020 03:52:25 PM

During the Aug. 14 CGP Town Hall, Johni  Hays, JD, discusses the RIFT project and how the database can be a resource in dealing with financial institutions for more efficient IRA beneficiary distributions. Johni also talks about the latest advocacy efforts to influence the IRS and legislators for a more transparent and just process to release these funds timely as intended by their owners. 

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Topics: CGP Town Hall

CGP Town Hall with guest Perry Wasserman

Posted by kturner on Aug 12, 2020 11:06:28 AM

During the July 31 CGP Town Hall, CGP Advocacy consultant and Managing Director of 501c Strategies, Perry Wasserman provides up to date information on legislation related to the nonprofit sector that is currently active in Congress. Gain insight into the legislative process as Congress wrestles with another round of COVID. Active legislation affecting the charitable sector includes bills to expand the above the line charitable deduction and the Legacy IRA Act.

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Topics: CGP Town Hall, Advocacy & Legislation Updates

CGP Town Hall with guest Dr. Russell James

Posted by kturner on Aug 12, 2020 11:03:29 AM

The popular CGP Virtual Happy Hour has returned with a new Town Hall format bringing you the opportunity to interact with guest speakers on important and current topics. 

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Topics: CGP Town Hall, Research

Ready, Set, Go: Convince Your Boss to attend CGP Conference

Posted by kturner on Mar 03, 2020 01:50:06 PM

You are convinced that you want to attend CGP Conference, and we really want you to; now it is time to convince your boss! You have to make a bold case for the return on investment – every dollar has to be justified. But don’t worry, we’ve got you covered.

Here is a bit of tactical advice on getting your manager to allow you to attend CGP Conference: It’s not about you. It’s about how your organization, team and gift planning program will benefit from the information and insights you’ll gain.  

READY:

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Topics: CGP Conference

Vision 2020: Q & A with Kent Weimer, CGP Board Chair

Posted by kturner on Jan 22, 2020 12:00:00 AM

Today, we sit down with Kent Weimer, our newly elected Chair of the CGP Board of Directors to hear his thoughts on CGP and the upcoming year. Kent has been actively involved in CGP for almost 20 years including 3 years on the board and leadership roles at the Chicago Council of Planned Giving and Charitable Gift Planners of Dallas, where he is a past president. We are excited for the upcoming year and to be led by such a great leader with more than 40 years of experience in the gift planning industry.

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Topics: Membership

2017 Rising Star is Still Shining: A Conversation with Tiffanie Purvis

Posted by kturner on Sep 12, 2018 12:00:00 AM

At CGP Conference in 2017, Tiffanie Purvis received CGP’s first Rising Star Award. She was nominated by her boss at the Southern Poverty Law Center, who characterized her as “not one to sit around idle for even five minutes.” There will be another Rising Star this year, but Tiffanie is still shining in her new position as Assistant Director of Gift Planning at the University of Maryland College Park. We asked her to reflect on her transition from law practice to charitable planning.

 

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Topics: Awards, Professional Development