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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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

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. 

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Topics: CGP Town Hall


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


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.

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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. 

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Topics: CGP Town Hall, Research