Jeff Comfort & Scott Lumpkin

 

In 2005, CGP’s newly released Guidelines for Counting and Reporting Planned Gifts provided groundbreaking tools for counting, recognizing and reporting planned gifts. Since then hundreds of nonprofits have utilized the Counting Guidelines, increasing the visibility, impact and role of planned giving programs nationwide. What have we learned over the past ten years? How should those lessons shape choices about how to count planned gifts in the future? Join two of the principal contributors to the Counting Guidelines for an insider’s glimpse into the impact of using the Counting Guidelines since their publication ten years ago. This session will include a presentation of actual data from hundreds of planned gifts at two leading planned giving programs, and a discussion of some surprising lessons learned along the way from counting planned gifts. Come prepared to be challenged and surprised through a thought-provoking presentation that will impact how you think about counting planned gifts.

 

Learning Objectives:
1. Provide a 10-year retrospective on CGP’s counting guidelines.
2. Review actual results from two leading planned giving programs.
3. Examine current and future considerations in choosing how to count planned gifts.

CFRE: Approved for 1 point
CAP: Approved for 1 PACE credit