MENU
CGP Link
?
CLOSE
Join/Renew

Activate your membership to connect with a national network of charitable gift planning peers and gain access to valuable resources.

About Your Membership

Understand how CGP membership works, discover our shared ethics and more.

Connect with a community of pros.

The National Association of Charitable Gift Planners is your professional home—a place to build your career and connect with a national network of charitable gift planning professionals.​

Education

We offer a wide range of educational opportunities—from our online resource library to webinars to in-person events—to help you keep your skills sharp.

Research

Data at your fingertips. Keep tabs on our latest research.

Standards

As a standard-setting organization, we provide these resources for all. Download models and best practices in PDF form.

Our position.

CGP gives a voice to the charitable gift planning industry in Washington. Read more.

Read the latest scoop.

Follow our blog for news and updates about what you need to know from Washington. Read more.

Join the action.

Contact your two United State Senators to advocate for a universal charitable deduction. Read more.

About The National Association of Charitable Gift Planners

CGP has grown with and for the charitable gift planning industry. From think tank conversations, to a federation of local councils, to a professional organization, we've evolved to serve members nationwide. Together, we build a bold future of smarter giving and bigger impact.

Find the resources you need when you need them

The CGP Shop allows you to browse through hundreds of educational resources designed specifically for busy charitable gift planners. CGP members enjoy member-only pricing and discounts on all resources. 

National Standards for
Gift Planning Success

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

Learn More

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.

Learn More

Back to News

View All Standards

Organizational Affinity Groups

Join peers in our organizational affinity groups to focus on issues that affect your slice of the nonprofit sector.

Sections include:

  • Academies and Schools
  • Arts/Cultural Organizations
  • Baccalaureate Colleges
  • Children's Hospitals
  • Community Foundations
  • Consultants
  • Doctoral/Professional Universities
  • Education (General)
  • Environment/Animals
  • Healthcare (General)
  • Hospice
  • Hospital Systems
  • Master's Colleges and Universities
  • Religion
  • Single Disease Advocacy/Research Organizations
  • Social Justice/Advocacy
  • Social/Family Services
  • Teaching Hospitals
  • Wealth/Business/Estate Planners 

Job Function Affinity Groups

New this year, meet with other attendees who share your job duties, priorities or challenges in our job function affinity groups.

Sections include:

  • Administering Planned Gifts
  •  Blended Gifts
  • Campaigns
  • Diversity, Equity and Inclusion
  • Executive Management (VPs, CEOs, CFOs, etc.)
  • Hiring and Supervising Gift Planners
  • Marketing
  • Noncash Gifts
  • Pandemic Response
  • Training Major Gift Officers

Additional groups can be created. Send your topic suggestion to Barbara Yeager at byeager@charitablegiftplanners.org. 

During the 3-day virtual conference, you will be able to participate in up to 8 hours of scheduled programming that offer various continuing education credit. All the programs you missed during the conference will be available on-demand until December 31, 2020. That’s a total of 38 hours of continuing education.

Continuing education credit has been approved in advance for the following designations:

  • CAP® (Chartered Advisor in Philanthropy): All sessions can be submitted for credit, including 2 hours of ethics credit.
  • CFRE (Certified Fund Raising Executive): All breakout sessions and keynote sessions have been approved.
  • CFP® (Certified Financial Planner): 14 hours of credit are approved; view approved sessions. 
  • CSPG (Certified Specialist in Planned Giving): All sessions can be submitted for credit.

While we do not seek approval in advance for Continuing Legal Education credit, attendees at past conferences have successfully submitted conference materials for CLE in their own states. 

Certificates of attendance will be made available following the conference in the virtual conference platform and CGP Link Conference Group.

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. 

Comments: 0

Read More

Topics: CGP Town Hall

CGP of Tampa Bay 2020 Virtual Planned Giving Symposium
September 19
Go to Event Website

2020 VIRTUAL PLANNED GIVING SYMPOSIUM ~ THE ART AND SCIENCE OF PLANNED GIVING

TUESDAY, AUGUST 18, 2020 9:00 A.M. - 12:00 P.M. 

IN PARTNERSHIP WITH AFP TAMPA BAY

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.

Comments: 0

Read More

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. 

Comments: 0

Read More

Topics: CGP Town Hall, Research

Pages