CGP Conference On-Demand

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Missed the excitement of CGP Conference live? On-demand allows you to access CGP Conference's library of more than 40 sessions with the industry's top experts.

CGP Conference On-Demand Highlights

$399 for CGP National members/ $599 for non-members. Preview sessions.

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CGP Post-election Legislative Update

With just days before what promises to be a historic election for President and control of the United States Senate, and amidst an unprecedented global health pandemic, nonprofit organizations and their advisors have seen a flurry of legislative and policy proposals that would directly affect charitable giving in America for years to come. Join CGP on Wednesday, Nov. 18 at 1 p.m. ET for a special Post-Election Legislative Update where we will review these developments as well as discuss the latest election results and what nonprofits can expect during the impending “lame duck” Congressional session and the start of the 117th Congress.  

All advocacy updates are FREE to CGP National Members. Non-members can register for advocacy updates for $20.

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National Estate Planning Awareness Week: 3 Reasons to Celebrate

Posted by kturner on Oct 21, 2020 12:46:26 PM

This year, October 19 through October 25 is National Estate Planning Awareness Week. If you are thinking, is that a real thing - you are not alone. Here’s something else to know – since 2008, every third week in October has been designated for this occasion. So go ahead and put the week on your calendar for next year too. The information below will shed additional light on the topic:

1. The History of National Estate Planning Awareness Week

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Topics: News

The National Association of Charitable Gift Planners (CGP) established the Legacy Circle in 2020 to recognize those individuals who have elected to leave a legacy gift to provide for the long-term sustainability of the organization. These commitments will ensure educational opportunities through endowed scholarship funds and programs as well as general endowment support for CGP. For 35 years, CGP is the recognized leader for setting guidelines, standards, and ethics for the field of charitable gift planning. With the establishment of our Legacy Circle, CGP will continue to shape our profession and philanthropy for generations to come.

In recognition of these visionary leaders, CGP has established a Legacy Circle Charter Member status for all contributors of legacy gifts through December 2021. If you would like to learn more about the Legacy Circle Charter Member campaign please contact Michael Kenyon.



Christine and Jon Abrams
Cynthia Atmar
Ron Brown
Joe Bull
Elizabeth Chambers
Lisa Chmiola
David Clough
Meryl Cosentino
Pamela Davidson
Laura Hansen Dean
David Disend
Jackie Franey
Lynn Gaumer
Johni Hays
Andrew and Elizabeth Hibel
Anne and Emil Kallina
Michael Kenyon
Rick McKelvey
Pamela Miller and Michael Cummings
Frank Minton
Melanie Norton
Philip Purcell
Cynthia Randazzo
Ed Sandifer
Greg and Ginny Sharkey
Cathy R. Sheffield
Kelli Smith
Nathan Stelter
William Strickland
Kimberley Valentine
Ray Watts
Kent C. Weimer
Marion Yongue

Non-IRA Accounts/TOD

Although the RIFT project originally began as an IRA issue, many nonprofits have let us know they are having trouble receiving death benefits when their donors have made the charity a beneficiary of an after-tax account - often referred to a TOD (Transfer On Death) account. These accounts are invested with after-tax dollar and are not pre-tax accounts like IRAs, 401(k)s, 403(b)s, etc. In the past, the RIFT project had a sample letter (provided by Charles Schultz) for pre-tax accounts but nothing for after-tax accounts. Now, the RIFT project has an after-tax account sample letter for charities to use and customize to meet their own situation.

TOD sample letter. Note there is a suggested attachment to the letter. Also, we have had success when nonprofits copy their state's attorney general on the letter. Get the name address of your state's attorney general.

National Standards for
Gift Planning Success

Best practices for gift planning programs that are
growing, pipeline-focused and sustained over time.

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CGP announces National Standards for Gift Planning Success

Wednesday, December 31, 1969

The National Standards for Gift Planning Success (NSGPS) lay out the fundamental best practices of a well-constructed, sustainable gift planning effort. CGP brought together a task force of gift planners with decades of experience and developed sixteen standards divided into three general categories.
Each standard offers checklists, tools and an assessment survey that helps you understand your strengths and weaknesses. Some resources are available to the public and many are collected in CGP Link, a member community. We encourage gift planners to join CGP to gain access to the widest selection of resources.
Whether you’re starting from scratch or growing your program, NSGPS will help you and your donors make a difference with planned gifts.

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