Meet Dan Shephard

Dan Shephard is the creator of The Four Decisions and of Interactive Case Studies, the learning tools used in this training program. He developed the tools and techniques used in the seminar during a three-decade career as a fundraising professional with experience in the performing arts and higher education.

Over the past decade, Dan has taught conversational gift planning to hundreds of fundraising professionals at such institutions as Columbia University, the Smithsonian Institution, Florida International University, Rochester Institute of Technology, the World Wildlife Fund, and many others.

CGP Conference 2024 | Make the Case

Posted by askirvin on Feb 09, 2024 03:44:32 PM

The CGP Conference is headed to Orlando, Florida from October 28 through 30. CGP Conference is the largest gathering of gift planning professionals where attendees have the chance to learn from and collaborate with the most respected people in the field. 

Join hundreds of gift planning professionals from around the country to expand your network and skills. Use the guide below to make the most of your conference experience and have the best chance at getting the CGP Conference approved. 

Before the Conference:

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Jessica Hall Earns Certified Association Executive Credential

Wednesday, December 31, 1969

Washington, DC, [February 9, 2024] -- ASAE has announced that Jessica Hall, Director of Membership and Marketing of the National Association of Charitable Gift Planners, has recently earned the Certified Association Executive (CAE®) designation. The CAE is the highest professional credential in the association industry. 

To be designated as a Certified Association Executive, an applicant must have experience with nonprofit organization management, complete a minimum of 100 hours of specialized professional development, pass a stringent examination in association management, and pledge to uphold a code of ethics. To maintain the certification, individuals must undertake ongoing professional development and activities in association and nonprofit management. More than 4,500 association professionals currently hold the CAE credential. The CAE Program is accredited by the National Commission for Certifying Agencies (NCCA). 

About ASAE: 

ASAE is a membership organization of more than 48,000 association executives and industry partners representing 7,400 organizations. Since it was established 100 years ago, its members have and continue to lead, manage, and work in or partner with organizations in more than a dozen association management disciplines, from executive management to finance to technology. With the support of the ASAE Research Foundation, a separate nonprofit entity, ASAE is the premier source of learning, knowledge, and future-oriented research for the association and nonprofit profession and provides resources, education, ideas, and advocacy to enhance the power and performance of the association and nonprofit community. Visit ASAE at www.asaecenter.org

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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CGP Conference 2023 Takeaways: Stewardship

Posted by askirvin on Jan 18, 2024 01:06:42 PM

By: Barbara Yeager

This year’s CGP Conference included sessions to support almost all 16 National Standards for Gift Planning Success, including Standard 14, which specifies that best-practice gift planning programs have “a robust, well-executed stewardship plan across all lines of fundraising focused on engaging donors in a meaningful way, building long-term donor relationships and maintaining a high donor retention rate.”

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