November 2024 CGP Post-election Advocacy Update

CGP is pleased to offer a special post-election update prepared exclusively for CGP members by our partners in Washington, D.C. This detailed report analyzes the potential threats and opportunities for charitable giving and discusses the implications of the election outcomes.

If you do not see the report linked below, be sure you are logged in as a CGP member. Not yet a member? Join here and then return to this page.

Giving Tuesday

To every donor, volunteer and supporter: Thank YOU! Your support enables CGP to enhance professional development and advocacy efforts, further supporting our members and the gift planning and philanthropic community. 

Each story shared and donation made has a lasting impact on the charitable giving and CGP community.

There's still time to give!

Ways to Give Back to CGP
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Hurricane Relief

Join The National Association of Charitable Gift Planners in supporting communities affected by recent extreme weather and hurricanes. Learn more about local and national organizations providing support to Florida and the surrounding communities below.

State RIFT Laws

Eighteen Individuals Awarded 2024 CGP Conference Scholarship

Wednesday, December 31, 1969

Indianapolis, IN -- The National Association of Charitable Gift Planners (CGP) is pleased to announce the recipients of the 2024 CGP Conference Scholarship. The CGP Conference scholarship program was established to offer educational opportunities to fundraising and charitable gift planning professionals. 

These scholarships would not be possible without the generosity and support of our donors. 

David Disend and 馬奔 Scholarship Fund

Jacqueline House – Vice President Communications & Community Engagement, Safe Children Coalition

George L. Wolff Memorial Scholarship Fund

Yvonne Esquibel-Smith – Director of Development, Innovia Foundation
Hadia Mawlawi – Senior Associate, Endowment and Planned Giving, Houston Symphony

Hibel Family Scholarship Fund

Deidre Harrison – Interim Executive Director, Sit Stay Read
Amy Luby – Resource Development Officer, The Muskingum County Community Foundation
Biyaka Williams – Vice President, Institutional & Legacy Giving, Southern University System Foundation

Robert F. Sharpe, Jr. Memorial Scholarship Fund

Lily Shin – Associate Director of Gift Planning, Pitzer College

National Association of Charitable Gift Planners Scholarship Fund

Keith M. Brown – Major Gift Officer, West Texas A&M University
Lindsay Cart-Turner – Operations Manager for Deferred Gifts and Organizational Investing, Eder Financial
Stephanie Gianneschi  – Director of Philanthropic Services, Aspen Community Foundation
Jena Lambert – Director of Development, Eastmont Foundation
Raymond Landin – Senior Philanthropy Office, Gift Planning, Phoenix Children's Hospital Foundation
Jeff Lukacsena – Revenue Leader, Indianapolis Chapter of the Foundation Fighting Blindness
Aida Matic – Vice President of Philanthropy & Community Engagement, Houston Hospice
Wendy McKinney – Fundraising and Non-Profit Consultant, Actuate Solutions, LLC
Dixie Mullins – Chief Development Officer, ACH Child and Family Services
Blake Silverstrom – Chief Development and Marketing Officer, MAP International 
Andrea Triano – Manager of Gift Processing and Estate Administration, Gary Sinise Foundation 

Each scholarship includes registration to CGP Conference in November and a one-year CGP membership. The next scholarship application period will open in June 2025. 

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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CGP Awards Casey Saunders, CFRE with Rising Star Award 2024

Wednesday, December 31, 1969

Indianapolis, IN -- The National Association of Charitable Gift Planners has selected Casey Saunders, CFRE, (he/him) as the Rising Star Award 2024 recipient. Casey is the Director of Legacy Giving for Doctors Without Borders/Médecins Sans Frontières (MSF) USA. Overseeing operations of the legacy giving program, which raises over $150M annually, he and his team are currently focused on growing and stewarding their more than 7,000-person Legacy Society, improving program marketing, optimizing estate administration efforts and overall innovations all in-line with furthering MSF’s life-saving work. 

Nearing a decade in fundraising, Casey’s passion for planned giving has transformed and empowered each organization he has served. His notable past experiences have been in the rare disease space with The ALS Association and Cystic Fibrosis Foundation, each providing holistic care and funding research for cures for their respective diseases.

The Rising Star Award recognizes the talent of a professional who has shown steady career advancement, a commitment to charitable gift planning and ongoing professional development. With the work of charitable gift planning ever-changing, this award encourages recipients to consider a lifelong pursuit of the field and continue active membership in their local councils and national association.

Casey has held the Certified Fund-Raising Executive designation since 2019 and is now working towards the Charted Advisor in Philanthropy designation to better serve MSF’s mission through stronger, deeper gift planning conversations. He has been a NCGPC member since 2018 and joined the NCGPC DEI Committee in 2022; the same year he was recognized by AFP-Global with their Outstanding Young Professional award. 

Casey will be recognized this October at CGP Conference 2024 in Orlando, Florida. 

Nominations for the 2025 CGP Rising Star Award will open in June 2025. Learn more about the CGP Awards program, previous winners and how to nominate or apply: https://charitablegiftplanners.org/awards

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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Hawaii Gift Planning Council (HGPC) Awarded Council of the Year 2024

Wednesday, December 31, 1969

Indianapolis, IN -- The National Association of Charitable Gift Planners has selected the Hawaii Gift Planning Council (HGPC) as the Council of the Year 2024. HGPC is dedicated to driving the future of gift planning through its innovative programming, special events, community impact and additional efforts to support the planned gift community. 

The award recognizes a council that demonstrates significant achievement in the preceding year. This award celebrates programming, special events, membership growth, community impact and other areas of contribution to the charitable gift planning field. 

The nominating committee recognizes HGPC for its innovative programming, special events, community impact and ongoing support for the planned gift community. From their monthly webinars to member stewardship and engagement strategies, HGPC provides educational resources and opportunities for their members, benefiting their organizations and communities. 

HGPC is a council based in Honolulu, Hawaii, providing professional development opportunities to members throughout Hawaii. The council will be recognized at CGP Conference 2024 in Orlando, FL, in October. 

Nominations for the 2025 CGP Council of the Year Award will open in June 2025. Learn more about the CGP Awards program, previous winners and how to nominate or apply: https://charitablegiftplanners.org/awards

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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Bruce Bigelow, PhD Awarded Hall of Fame 2024

Wednesday, December 31, 1969

Indianapolis, IN -- The National Association of Charitable Gift Planners (CGP) will induct Bruce Bigelow, PhD into the CGP Hall of Fame. Over the course of his career, Dr. Bigelow has contributed substantial research, service and dedication to charitable gift planning.

The Hall of Fame is CGP’s highest honor. The award recognizes those whose life's work has impacted charitable gift planning. Their work advances the mission of CGP and brings credit to all the professions engaged in charitable planning.

A founding partner of Charitable Development Consulting (2001-present), Dr. Bigelow served as Senior Vice President at Hood College in Frederick, Maryland, from 1989-2003. Prior to that appointment, he was the Associate Vice President for Development and, earlier, the Director of Planned and Major Gifts at Gettysburg College.

During his three years on the Board of Directors of the National Committee on Planned Giving (now the Association of Charitable Gift Planners--CGP), Dr. Bigelow chaired the national CGP annual conference, as well as the national task force on planned giving research. He wrote and directed the first two national surveys of donor motivations and behaviors. He also chaired the Committee on International Outreach and helped to write the national standards of conduct for planned giving professionals. He recently chaired a national CGP Task Force that has developed guidelines for counting and reporting planned gifts, especially in a campaign context, a set of recommendations that now guides the policies for countless campaigns across the country. He is a member of the CGP Leadership Institute and he currently serves on a national task force to develop metrics for planned giving programs and practitioners.  

As a consultant, Dr. Bigelow has directed a wide-ranging series of campaigns for charitable organizations, helping organizations as diverse as small liberal arts colleges, social service organizations, independent schools, and national membership foundations. Some of his firm’s services include preparing for a capital or endowment campaign, offering a unique approach to feasibility studies, using board members wisely, and developing and nurturing a planned giving program. 

Dr. Bigelow is or has been a member of the editorial boards of both the Journal of Gift Planning and Planned Giving Today, the two most widely respected publications in the country devoted to gift planning.  He has written extensively in the field of planned giving and has presented a number of papers at a variety of development seminars and conferences, including NCPG/CGP national and regional conferences, a variety of CASE conferences, and the American Council on Gift Annuities.

A strong believer in the value of community involvement, Dr. Bigelow has served on a number of boards, including the Frederick MD YMCA, the Barnesville School, the Adams County Community Foundation, The National Community Foundation, Maryland Citizens for the Arts, and the Alumni Board of the College of Wooster, as well as Project Gettysburg/Leon, a sister-city project linking the citizens of Gettysburg, PA, and Leon, Nicaragua. 

Before entering the development field in 1983, he taught Eastern European history for eight years at Denison University, receiving tenure there, while leading a series of summer semester programs to Yugoslavia for Colgate University. He also served for four years as the liaison between the research and program offices of the National Highway Traffic Safety Administration in Washington, D.C.  Dr. Bigelow has a BA from the College of Wooster in mathematics and history and both an MA and PhD from the University of Chicago.  He also received a number of grants and awards, including a Fulbright research grant to Yugoslavia.

Dr. Bigelow will be inducted into the CGP Hall of Fame in October at CGP Conference 2024 in Orlando, Florida. The Hall of Fame will be permanently memorialized on the CGP website and recognized in associated media outlets.

Hall of Fame inductees receive lifetime membership in CGP, honorary membership in the Leadership Institute and complimentary registration to conference in the year of the award.

Nominations for the 2025 CGP Hall of Fame Award will open in June 2025. Learn more about the CGP Awards program, previous winners and how to nominate or apply: https://charitablegiftplanners.org/awards

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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Alice Pinsley, PhD Inducted into Hall of Fame 2024

Wednesday, December 31, 1969

Indianapolis, IN -- The National Association of Charitable Gift Planners (CGP) honors Alice Pinsley, PhD with the CGP Hall of Fame Award. As a founding Board member, second President and first Conference Chair of the National Association of Charitable Gift Planners, Dr. Pinsley had a profound and lasting impact elevating the work of gift planners through her advocacy for professional standards of practice.  

Dr. Pinsley will be inducted posthumously into the CGP Hall of Fame in October at CGP Conference 2024 in Orlando, Florida.

Dr. Pinsley earned a PhD in educational psychology from the University of Michigan, she was a Certified Financial Planner (CFP) and she served for many years as national Director of Gift Planning at The Nature Conservancy, as well as, a highly-regarded gift planning consultant.

In the mid-1980s, Dr. Pinsley participated in many of the brain-storming sessions leading to founding CGP (then known as the National Committee on Planned Giving, NCPG). She was one of a small handful of powerful women pioneers serving the field of planned giving. In the year before the national association existed, Dr. Pinsley served as President of the largest regional planned giving association at the time, the Planned Giving Group of New England (PGGNE), based in Boston. 

At the second CGP Conference in 1989, Dr. Pinsley presented an ambitious plan for training and certifying gift planners, focusing on professional competence. Although her proposal for professional certification was not adopted in 1989, its educational content became the heart of the CGP conference agendas, national research projects, and the Syllabus for Gift Planners (1992), which laid the foundations of the CGP educational program.

The Hall of Fame is CGP’s highest honor. The award recognizes those whose life's work has impacted charitable gift planning. Their work advances the mission of CGP and brings credit to all the professions engaged in charitable planning. 

Prior to her death in 2024, Dr. Pinsley continued to serve the field of charitable gift planning throughout a long career of assisting clients, training staff and consulting with nonprofits.

Dr. Pinsley will be inducted into the CGP Hall of Fame in October at CGP Conference 2024 in Orlando, Florida. The Hall of Fame will be permanently memorialized on the CGP website and recognized in associated media outlets.

Hall of Fame inductees receive lifetime membership in CGP, honorary membership in the Leadership Institute, and complimentary registration to conference in the year of the award.

Nominations for the 2025 CGP Hall of Fame Award will open in June 2025. Learn more about the CGP Awards program, previous winners and how to nominate or apply: https://charitablegiftplanners.org/awards

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.

Back to News

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