National Estate Planning Awareness Week: 3 Reasons to Celebrate
Posted by kturner on Oct 21, 2020 12:46:26 PM
This year, October 19 through October 25 is National Estate Planning Awareness Week. If you are thinking, is that a real thing - you are not alone. Here’s something else to know – since 2008, every third week in October has been designated for this occasion. So go ahead and put the week on your calendar for next year too. The information below will shed additional light on the topic:
1. The History of National Estate Planning Awareness Week
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The National Association of Charitable Gift Planners (CGP) established the Legacy Circle in 2020 to recognize those individuals who have elected to leave a legacy gift to provide for the long-term sustainability of the organization. These commitments will ensure educational opportunities through endowed scholarship funds and programs, as well as general endowment support for CGP. For 35 years, CGP has been the recognized leader in setting guidelines, standards, and ethics for the field of charitable gift planning. With the establishment of the Legacy Circle, CGP will continue to shape the profession and philanthropy for generations to come.
Join CGP’s Legacy Circle and support the future of CGP. There is no minimum amount to participate. All contributors of legacy gifts will be recognized for their leadership and commitment to the long-term sustainability of CGP
For additional information about the CGP Legacy Circle, contact Michael Kenyon at mkenyon@charitablegiftplanners.org or download the fillable pdf form.
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LEGACY CIRCLE MEMBER
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*Christine and Jon Abrams
*Cynthia Atmar
Elizabeth Ayers
*Gregory W. Baker
*Dianne Belk and Lawrence Calder
Michael L. Bell
*L. Patience Boudreaux
*Alexandra Pia Brovey
*Ron Brown
*Joe Bull
*Elizabeth Chambers
*Lisa Chmiola
*Matthew Clark
*Steven T. Clark
Margaret Cline
*Bryan Clontz
*David Clough
*Meryl Cosentino
*Margaret May Damen
*Pamela Davidson
*Laura Hansen Dean
*David Disend
*Nicole M. Engdahl
*Jacqueline W. Franey
*Lynn Gaumer
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*James Gold
Jessica M. Hall
*Sheila A. Hard
*Donald Hastings
*Johni Hays
*Andrew and Elizabeth Hibel
B.J. and Teri Hull
Lynn Ierardi
*Anne and Emil Kallina
*Christopher Kelly
*Michael Kenyon
*Kathy Kielar
J. Scott & Carolyn K. Kilpatrick
Robert and Elizabeth King
*Bob Lange
*Nicola Jane Lawrence
*Rick McKelvey
Stacey L. McKinley
*Philip E. Melberg
Claire Meyerhoff
*Pamela Miller and Michael Cummings
*Frank Minton
Anne M. Morgan
*Melanie Norton
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*Marilyn Parker
*Philip Purcell
*Cynthia Randazzo
*Ed Sandifer
*Patrick Schmitt
G. Roger Schoenhals
*Robert Shafis
*Greg and Ginny Sharkey
*Cathy R. Sheffield
Phyllis Silverstein
Gordon P. Smith
*Kelli Smith
*Nathan Stelter
*William Strickland
*Johnne D. Syverson
Joe Thiegs
*Sheryl and Eddie Thompson
Matthew and Jenna Treadwell
*Kimberley Valentine
*Ray Watts
*Kent C. Weimer
*Grant Whitney
Simon and Danielle Williams
Hannah J. Yaritz
Jennifer Yelovina
*Marion Yongue
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*Legacy Circle Charter Member. Charter Members contributed a legacy gift by December 2021
Non-IRA Accounts/TOD
Although the RIFT project originally began as an IRA issue, many nonprofits have let us know they are having trouble receiving death benefits when their donors have made the charity a beneficiary of an after-tax account - often referred to a TOD (Transfer On Death) account. These accounts are invested with after-tax dollars and are not pre-tax accounts like IRAs, 401(k)s, 403(b)s, etc. In the past, the RIFT project had a sample letter (provided by Charles Schultz) for pre-tax accounts but nothing for after-tax accounts. Now, the RIFT project has an after-tax account sample letter for charities to use and customize to meet their own situation.
TOD sample letter. Note there is a suggested attachment to the letter. Also, we have had success when nonprofits copy their state's attorney general on the letter. Get the name address of your state's attorney general.
If your account is a TOD/brokerage account, look within the database under the particular company name. Each section is divided first into the IRA section and then second to the TOD/brokerage section.
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.
Learn More
Back to News
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
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
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