Design Your Own Track | Small Organizations

Posted by askirvin on Jul 23, 2024 03:15:09 PM

Over the past several months, volunteers on the CGP Conference Committee have worked together to curate sessions and topics to offer attendees the latest professional development and educational opportunities at CGP Conference. Members of the Conference Committee have developed specialized tracks tailored for different sectors of the planned giving community.

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National Association of Charitable Gift Planners Elects 2025 National Board Members

Tuesday, July 23, 2024

Indianapolis, IN -- The National Association of Charitable Gift Planners (CGP) is pleased to announce the 2025 class of Board of Directors. Seven members were elected to the board to serve three-year terms beginning January 2025. The members were elected at the Assembly of Delegates held on June 18, 2024.

Meet the 2025 Class of Board of Directors below: 

Lynn M. Gaumer, J.D., is the senior gift planning consultant for The Stelter Company and past chair of the National Association of Charitable Gift Planners Leadership Institute. Lynn has over twenty-five years of experience helping individuals with their estate and charitable planning. She has been with Stelter for over twelve years, assisting clients with technical questions related to planned giving and ensuring the content Stelter creates for our nonprofit partners’ marketing communications is legally accurate. Lynn presents a handful of complimentary technical and donor facing webinars each year for Stelter and is a frequent speaker on a variety of planned giving topics for nonprofits nationwide. She is the author of Stelter’s Experts Insights—a client publication that highlights trends and research in planned giving and two articles in Planned Giving Today.

Prior to joining Stelter, Lynn worked as an associate attorney for 10 years, specializing in estate and charitable planning. She is the past president and board member of the Mid-Iowa Planned Giving Council (2014-present). 

She earned her BA in economics and communication studies from the University of Iowa and her law degree from the University of South Dakota School of Law. She is currently in the process of obtaining her Chartered Advisor in Philanthropy® (CAP®) designation.



Scott Hartman offers over 20 years of nonprofit, development, and planned giving experience. A native of Latrobe, PA, Scott joined The Catholic Foundation (TCF) in 2002 as the Director of Donor Administration. For the next 11 years, he grew and developed along with the impact of the Foundation. He played an intricate role in moving the Foundation to its current location at the historic landmark of the original Wendy’s restaurant. 

In 2013, Scott left his position as Senior Vice President to work at St. Francis DeSales High School where he led the Advancement function and oversaw the first stage of a multi-year modernization project. Under Scott’s guidance, the front of the school was remodeled, a new service road and parking area were installed, and land was acquired for future expansion.

In 2017, Scott returned to TCF where he currently serves as the Senior Vice President and Chief Development Officer. Under his guidance, TCF has grown to more than $260M in assets and is ranked the third-largest Catholic Foundation in the country. Scott’s leadership and unique approach to promoting Donor Advised Funds has led to a 50% growth of new funds created in the last five years.

Scott earned his Bachelor of Business Administration degree from Ohio Dominican University and his Master of Business Administration from Ashland University. As a Certified Fundraising Executive (CFRE), Scott specializes in planned giving and charitable gift planning. In addition to his professional achievements, Scott demonstrates an unwavering commitment to community service and philanthropy. He has generously volunteered his time and expertise in diverse capacities, including coaching basketball for middle schoolers and mentoring soccer teams at the high school level.

Scott's leadership extends beyond the sports arena; he has served as the president of his local school advisory board, leveraging his strategic acumen to advance initiatives. Furthermore, Scott has actively organized impactful fundraising events, such as 5K races benefiting local nonprofits, and has participated in renowned charitable endeavors like Pelotonia, a cycling event dedicated to funding cancer research, and various JDRF bike rides aimed at supporting type 1 diabetes research. Scott currently serves as the Chair of the Board of The Catholic Museum of Art and History in Columbus, where his visionary leadership continues to enrich the cultural landscape of the community. Scott is the proud husband to his wife of 22 years, Laura, and a proud father of their three children, Jackson, Lily, and William.


Tiffany House is a tax, estate, and charitable strategist. She works as a consultant and operates two companies. Tax & Estate Strategy works with clients and their families to help guide them and their advisors through intricate situations, including transitioning a business, planning philanthropy, values-based estate planning, and tax concerns. The Gift Planning Institute works with nonprofit organizations to enhance their donor interactions and gift planning programs. 

Tiffany is a national speaker, and a very active member of the community. She is the Past President of Planned Giving Round Table of Arizona (PGRTAZ), Board President of Check for a Lump! and has enjoyed many other board service roles. She is an active member Rotary Club of Scottsdale and the Arizona State University (ASU) President’s Club. She has participated in the Entrepreneurs Organization (EO) and is actively engaged in personal development with Landmark. She mentors with the Arizona Community Foundation’s Endowment Building Initiative (AEBI) and is a graduate of Scottsdale Leadership Class 31. 

Tiffany studied Environmental Science at the University of Arizona where she accepted a NASA Grant Internship working on documentation of Global Climate Change. After college, she owned and operated Koocanusa Resort & Marina in Libby, Montana. Then she joined the family business of wealth planning, MasterTech Financial, where she worked with ultra-high net worth clients and helped them with their complicated business, financial, and estate planning needs. She left financial advisory after 20 years to be a fiduciary consultant and founded the Gift Planning Institute, helping nonprofits with complicated asset gifts, and Tax & Estate Strategy, where she works with families with complex circumstances. 

Tiffany enjoys living on her urban farm with her daughters and husband. Training horses is her passion. She is dedicated to the classical pursuits of dressage with her main focus on Spanish Riding. Tiffany enjoys sharing her life with a wide variety of animals such as ducks, chickens, dogs, cats, bunnies, reptiles and horses in Scottsdale AZ. 

Her designations include Chartered Advisor in Philanthropy, CAP®, Certified Exit Planning Advisor, CEPA, Fellow in Charitable Estate Planning, FCEP.


Linden “Lindy” Nash serves as a Supervising Attorney in the Bequest Management practice of the firm. Her practice focuses on representing national charities and non-profit organizations in fulfilling the wishes of their charitable donors while maximizing gifts and minimizing any administrative burden. She supervises a skilled team of attorneys and paralegals who advocate for nonprofit institutions as beneficiaries of matured bequests.

Through her work with the CCK Bequest Management team, Lindy is adept at handling emerging and ongoing disputes between competing heirs or other beneficiaries. She ensures that each bequest distribution is handled efficiently while fulfilling the charities duty of good stewardship and accelerating bequest revenue.

Lindy is passionate about charity work. In addition to her memberships and speaking engagements across the country, she currently serves as the President of the Board of Trustees at the Providence Animal Rescue League (PARL). PARL provides for the rescue and relief of homeless animals in the greater Providence area and provides programming to support pets in the community. She also currently serves as the Vice President of Programming on the Executive Board of the Planned Giving Group of New England (PGGNE).

Lindy first joined CCK in 2016 as a Litigation Associate where she represented disabled veterans before the United States Court of Appeals for Veterans Claims and before the Department of Veterans Affairs. Prior to joining the firm, Lindy served as a judicial law clerk in the Rhode Island Supreme Court Law Clerk Department where she assisted numerous judges with research, dispositive motions, and bench decisions.

Lindy graduated from Connecticut College in 2011 earning a B.A. in both Psychology and Sociology. She then attended Suffolk University Law School and received her J.D. in 2015. While at Suffolk, Lindy served as the Chief Competition Director of the Moot Court Honor Board and was a staff member of the Suffolk Journal of Trial & Appellate Advocacy.

In her spare time, Lindy also enjoys reading, traveling, and spending time with friends and family.


Michael Pohlmann is the Founder and Principal of Discerning Path, a consultancy dedicated to partnering with donors and nonprofits to create philanthropic strategies that align with their core values and missions. Drawing on his extensive experience in gift planning and fundraising, he facilitates meaningful conversations and contributions that drive change and foster a legacy of generosity. With over 15 years of experience in the nonprofit sector, Michael has led programs raising over $275 million in current and planned gifts for prominent organizations such as the ACLU, Planned Parenthood, and the Environmental Defense Fund.

Michael's career includes senior roles at IBM, E*TRADE, and multiple technology startups, where he developed management, sales, and strategic planning expertise. His transition to the nonprofit world was driven by a passion for making a meaningful impact. Michael is a graduate of New York University and a Certified Advisor in Philanthropy (CAP).

He and his wife reside in Bellevue, WA, and enjoy hiking with their four-month-old Mini Australian Shepherd, Max.


Tiffanie Purvis joined the Greater Washington Community Foundation in January 2023 as its General Counsel and Senior Philanthropic Advisor. In this role, she handles general legal matters for The Community Foundation and works with professional advisors and donors to craft and achieve philanthropic solutions and strategies. She educates professionals on charitable giving with a specialization in gift-planning strategies. She manages The Community Foundation's Legacy Giving and Nonprofit Endowment Programs. She oversees The Community Foundation's Professional Advisors Council and Estate Planning Journal Club. 

Before joining The Community Foundation, Tiffanie held positions as Planned Giving Officer for the Southern Poverty Law Center, Assistant Director of Gift Planning, and Director of Gift Planning at the University of Maryland, College Park. As a front-line fundraiser with several years of experience, Tiffanie has raised millions for her perspective organizations by leveraging blended gift strategies and working collaboratively with advisors and donors.  

In 2017, Tiffanie won the inaugural Rising Star Award in charitable gift planning from the National Association of Charitable Gift Planners, where she is also a member and serves on the Government Relations Committee. She is a National Capital Gift Planning Council (NCGPC) member serving the Greater Washington, D.C. region. She serves on the NCGPC Board as Ethics Committee Chair and program committee member. 

Prior to her career in fundraising, Tiffanie was a solo practitioner in the field of Estate Planning and Landlord-Tenant law in Georgia. She is licensed in Georgia and Washington, D.C. She received her bachelor's degree from North Carolina A&T State University and her Law Degree from Thurgood Marshall School of Law, Texas Southern University, where she graduated with honors from both institutions. In May 2023, she graduated Summa Cum Laude from the University of Maryland College Park with a Master's Degree in Public Management with a specialization in Nonprofit Management and Leadership. 

Tiffanie is a Maryland resident and a member of Alpha Kappa Alpha Sorority, Inc. She enjoys traveling to new and interesting places with her family and friends in her free time. Let her know if you know of a new adventure she should experience. 


Hannah Yaritz’s professional fundraising experience spans from working with individual donors to extensive capital campaigns across all sectors. From campaign planning and management, to implementing feasibility and planning studies, Hannah has a broad range of experience with CCS. Her feasibility study engagements include extensive strategic conversations, peer benchmarking, prospect qualification and campaign approaches. Hannah has directed campaigns, with goals upwards of $100 million, through strategic planning and execution with an emphasis on board development, major and planned gifts, and building sustainable cultures of philanthropy.

Hannah is a key leader within the firm’s gift planning work, advising on client gift planning strategy, providing training opportunities, and elevating mission-based giving through current and deferred gifts. Serving on the executive board of the Colorado Planned Giving Roundtable, Hannah shares her knowledge of gift planning across the Mountain West and with other gift planning associations in the United States.

Learn more about CGP Leadership here.

About CGP
The National Association of Charitable Gift Planners (CGP) is the leading organization setting standards for charitable gift planners. We bring members together to learn, connect and advocate. We provide education and resources that 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 to life the art and science of charitable gift planning.

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Design Your Own Track | Early Professionals

Posted by askirvin on Jun 28, 2024 12:40:27 PM

Over the past several months, volunteers on the CGP Conference Committee have worked together to select sessions and topics to provide attendees with the latest professional development and educational opportunities. Members of the Conference Committee designed specialized tracks to highlight sessions for specialized sectors of the planned giving community. 

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CGP Survey Privacy Policy
This is an anonymous survey. Your privacy is of utmost importance to us. This Privacy Policy outlines how we collect, use, and protect your information when you participate in our survey.

1. Data Collection
We do not collect any personally identifiable information (PII) in this survey. All responses are completely anonymous. The data collected will include your answers to the survey questions only.

2. Use of Data
The data collected from this survey will be used solely in aggregate form. This means that individual responses will be combined with those of other participants to generate overall statistics and insights. No individual responses will be singled out or identified.

3. Data Protection
We take appropriate measures to ensure the security of the data collected. This includes using secure servers and encryption technologies to protect against unauthorized access, alteration, or disclosure.

4. Data Sharing
We do not share, sell, or distribute the data collected from this survey to any third parties. The aggregated data may be used for research, analysis, and reporting purposes within our organization.

5. Public Reporting
We may publish reports based on the aggregated data collected from this survey. These reports will not contain any information that could identify individual participants. The purpose of these reports is to share insights and findings with the public, stakeholders, and other interested parties.

6. Your Rights
Since the survey is anonymous, we cannot identify individual participants. Therefore, it is not possible to request access, correction, or deletion of individual responses.

Contact Us
If you have any questions or concerns about this Privacy Policy, please contact us at info@charitablegiftplanners.org.

Emerging Professionals Webinar | How to Become a Gift Planning Detective - and stop leaving so much on the table!

Presented on July 17, 2024 | REGISTRATION CLOSED

This webinar is based on a simple truth: before you get to explain to a donor how a Charitable Gift Annuity works, you must find somebody who wants or needs an income stream. Before you ask for a charitable distribution from an IRA you need to confirm your donor owns a qualified retirement plan. In this webinar, Dan Shephard will introduce you to Intentional Inquiry, how to use proven tools to uncover bigger gifts - tools that don’t leave so much potential on the table.

In Remembrance of Alice A. Pinsley, By Ronald A. Brown

Posted by askirvin on Jun 06, 2024 03:59:10 PM

Alice A. Pinsley, of Stamford, CT, passed away at home on May 22, 2024, after struggling with illness.. She was born in Bronx, NY, and raised in Teaneck, NJ.

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Una Osili, Ph.D. named as CGP Conference 2024 Keynote Speaker

Tuesday, July 23, 2024

Indianapolis, IN: Una Osilis, Ph.D., will present "Philanthropy Now and in the Future" at the CGP Conference in Orlando, Florida, hosted by the National Association of Charitable Gift Planners. Dr. Osili will speak on October 30. 

Dr. Una Osili, a distinguished global expert on economic and financial development, philanthropy, and social innovation, brings her unique perspective to the CGP Conference. From economic factors, the impact of the changing demographics, changing social norms and the rapid ascent in the use of technology, her presentation will explore the latest trends in giving.

Dr. Osili received her bachelor's degree in economics from Harvard University and her Master's and Ph.D. from Northwestern University. The NonProfit Times named Dr. Osili to its 2022, 2021, 2020, and 2019 "Power and Influence Top 50," recognizing her leadership in the nonprofit and philanthropic sector. Indianapolis Business Journal named her Woman of Influence'' and Dr. Osili was appointed as a fellow for the Institute of Labor (IZA) in Bonn, Germany.

Dr. Osili is a sought-after speaker, author, and economic and financial development advisor.
She serves as a board member for the National Bank of Indianapolis and holds an officer position at the Bank Corporation.

CGP Conference 2024 will be held at the Rosen Centre in Orlando, Florida, from October 28 through 30. On Wednesday, October 30, Dr. Osili will present the closing keynote session. Learn more on the CGP Conference event website.

About CGP:

The National Association of Charitable Gift Planners (CGP) is the leading organization setting standards for charitable gift planners. We bring members together to learn, connect and advocate. We provide education and resources that 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 to life the art and science of charitable gift planning. Visit CGP at https://charitablegiftplanners.org.

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Charitable Gift Planners of Central Florida’s List of Must-Do’s in Orlando

Posted by askirvin on May 08, 2024 09:04:12 AM

CGP Conference 2024 is going to take place in “The City Beautiful” – Orlando, Florida! Whether you’re a thrill-seeker, an arts aficionado, a foodie or a shopaholic, this world-class entertainment destination has something for everyone. With legendary theme parks, restaurants, and shopping as well as spectacular museums and world-class entertainment, you'll never run out of things to do.

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