Are We in Your Will? Please Tell Us! A Gift Planner’s Case for Notifying Charities Included in Your Estate Plan
Stacey L. McKinley, Esq.
Director, Gift Planning
Cleveland Clinic
National Estate Planning Awareness Week is the third week of October. Equipping clients with the necessary information is crucial for success. A more precise understanding of when to notify charities of your clients' intentions helps you and your clients select the path that is best suited for their needs.
Topics: Estate Planning
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