HR 7324 Introduced in House

On July 1, Rep. Mark Walker (R-NC) and Rep. Chris Pappas (D-NH) introduced HR 7324. This is a companion House bill that mirrors the Universal Giving Pandemic Response Act introduced in the Senate on June 21st. Both bills expand the current above-the-line deduction established with the CARES Act for tax years 2019 and 2020  to one-third of the standard deduction.

The introduction of these bills in both the House and Senate with bipartisan support significantly increases the likelihood that the proposed legislation receives serious consideration by Congress.

Read the Bill

National Association of Charitable Gift Planners Elects 2021 National Board Members

Wednesday, December 31, 1969

Indianapolis, IN -- The National Association of Charitable Gift Planners (CGP) is pleased to announce its 2021 class of Board of Directors. Six members were elected to the board to serve three-year terms beginning January 2021. The members were elected at the Assembly of Delegates held June 16, 2020, virtually.

2021 Class of the Board of Directors

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Rozlyn Anderson Flood
Philanthropic Advisor
Princeton University
New Jersey Council of Charitable Gift Planners
Planned Giving Council of Greater Philadelphia

 

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Lisa M. Chmiola
New Orleans Planned Giving Council
 

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Tia J. Graham
Senior Philanthropic Director
PBS Foundation
Philanthropic Planning Group of Greater New York
 

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Phyllis Silverstein
Senior Vice President and Senior Regional Fiduciary Manager of Philanthropic Services
Wells Fargo
Georgia Planned Giving Council
 

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EdDIE Thompson
CEO & Founder
Thompson & Associates
Planned Giving Council of Middle Tennessee
 

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Daniel E. Vigne
Senior Vice President & Senior Wealth Strategist
Northern Trust
Charitable Gift Planners of Southwest Florida

Additional information on the board of directors is available at charitablegiftplanners.org/people

 

ABOUT

The National Association of Charitable Gift Planners is committed to improving the art and science of the charitable gift planning process. We equip members with relevant resources, including guidelines, articles, model documents and samples that help enrich and advance careers. We connect colleagues at all levels through our national network, including those who defined the field. We exist to serve our distinguished profession and bring life to charitable gift planning.

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CGP Conference Goes Virtual

Wednesday, December 31, 1969

In response to the ongoing COVID-19 pandemic, the CGP Board of Directors unanimously voted to present the 2020 CGP Conference entirely online. The safety of our members must be our top priority. With the continuing widespread presence of the virus, the board determined there was no certainty CGP could safely host an in-person large-scale event in October.

Plans are already underway to present a premier online conference using industry-leading technology and the very latest best practices in successful online meetings. CGP will continue to focus on presenting the highest quality professional development sessions, creating opportunities for networking, and connecting attendees with our exhibitors and sponsors to learn about the latest products and services in our field.

The conference dates of October 7-9 remain the same, though the daily schedule will change. Additional information regarding schedules and fees will be published over the next few weeks. If you have a fiscal year ending  June 30 and are interested in registering under your current year budget, please contact Carey Wilson at cwilson@charitablegiftplanners.org. Carey can provide invoices and process registrations as needed.

Conference Chair Meryl Cosentino, the 2020 Conference Committee, CGP Board of Directors and CGP staff all look forward to presenting a fantastic conference that safely brings our community together to share knowledge, visit with colleagues and make new acquaintances. We hope to see you in October.

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Elizabeth Bawden will explain why now is the perfect time for people to ensure their estate plan reflects their current wishes. This will be an opportunity to review what makes up a complete estate plan including wills, living trusts, beneficiary designations, health care documents, tax implications, and more.

Syllabus for Gift Planners, section 5: Financial and Estate Planning

This section of The Syllabus for Gift Planners covers topics related to financial and estate planning, including income, estate and gift tax planning, retirement planning, investment of gift assets and cross-border gifts.

Syllabus for Gift Planners, section 3: Designing Charitable Gifts

This section of The Syllabus for Gift Planners covers topics related to Understanding and Designing Charitable Gifts, including asset types and gift vehicles.

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