Indianapolis, IN -- Dave Stokley, JD, AEP, of Cleveland, Ohio, recently received the prestigious honor of the National Association of Charitable Gift Planners (CGP) Rising Star Award 2022 CGP Conference in Reno, Nevada.

The Rising Star Award is given to a newcomer in the field of charitable gift planning with outstanding talent and potential. The work of charitable gift planning is ever changing and expanding; this award encourages recipients to consider a lifelong pursuit of the field and continue active membership in their local councils and national association.

Dave Stokley is a planned giving professional with previous experience as legacy giving officer, charitable trust administrator, and estate planning attorney. He is involved in a variety of community boards and activities. His professional talents and dedication to his community were noted by his nominator for this award.

Previously a Gift Planning Advisor at the Cleveland Foundation, Stokley began a new role as Senior Director, Planned Gifts for The Humane Society of the United States in October. At The Humane Society of the United States, Stokley helps individuals who care about animals accomplish their philanthropic goals, make a personal impact, and create a long-lasting legacy. 

Stokley earned his J.D. from The Ohio State University Moritz College of Law where he also served as the Managing Editor of The Ohio State Journal on Dispute Resolution. He received his B.A. from Wittenberg University and has an Accredited Estate Planner (AEP) certification from the National Association of Estate Planning Councils. 

“More than anything this award is a testament to the generosity of the many great mentors I’ve had throughout my career, including Diane Strachan, Augie Napoli, Chuck Miller, Terri Eason, Mike Walczak, Don Laubacher, and many others,” said Stokley, “I’m so grateful to all of them for their time, knowledge, and support.”

The National Association of Charitable Gift Planners is committed to improving the art and science of the charitable gift planning process. We equip members with relevant resources, including guidelines, articles, model documents and samples that help 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 life to charitable gift planning.

Indianapolis, IN – The National Association of Charitable Gift Planners (CGP) is excited to announce the launch of the CGP Mentor Program. The program is designed to develop relationships between experienced professionals and those early in their gift planning career seeking to learn and enhance skills that will help further their career.
 
Mentors and mentees will be expected to meet once a month, with a one-year commitment starting October 2022. There will also be several educational presentations throughout the year for the entire cohort of mentees.


For potential mentees, this is a great opportunity for you to take your career to the next level, by connecting with a mentor who can offer insights and help you navigate your professional development. Mentees should:

• have 2-5 years of gift planning experience (in which gift planning is at least 25 percent of job responsibilities)
• be a current member of CGP

Individuals interested in participating as a mentee may learn more and submit an application.
 

For potential mentors, this is an opportunity to give back, share your expertise and refine your own skills. Mentors, should:

• have at least 10 years of planned giving experience (in which gift planning is at least 25 percent of job responsibilities)
• be currently engaged in planned giving at least 50 percent of the time
• be a member of CGP for at least three of the last five years

Individuals who meet the above criteria and are interested in serving as a mentor may learn more and submit an application.
 

Mentor/mentee matches will be made based on several factors including goals and experience. Prior to matching, both prospective mentors and mentees will be interviewed in order to help the committee match pairs. Selected participants will be notified in October, and the program will kick off with an opportunity for mentors and mentees to meet at CGP Conference.

“We are excited to help those early in their gift planning career discover what a rewarding profession it can be,” remarked Steve Clark, chair of the CGP Mentor Program Committee. 

The National Association of Charitable Gift Planners is committed to improving the art and science of the charitable gift planning process. We equip members with relevant resources, including guidelines, articles, model documents and samples that help 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 life to charitable gift planning.