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Leading through a pandemic: Q&A with Jon Abrams, CGP Chair

Posted by kturner on Jan 29, 2021 03:40:06 PM

CGP is pleased to welcome Jon Abrams as the 2021 national board chair. This is Jon’s fourth year on the board. He serves as Director, Gift Planning for the Central Atlantic and Northeast Divisions of the American Red Cross. He is a current member and past president of the Planned Giving Group of New England. In a recent Q&A with CGP, he shared his perspectives and vision for the upcoming year.

What will you focus on during your year as chair?
The board will continue its focus on four important activities. 

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Topics: Membership, Advocacy & Legislation Updates, CGP Conference

Member Benefit Highlight: The CGP Career Center

Posted by kturner on Jan 15, 2021 03:03:05 PM

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Topics: Membership

Legislative Update

May 7, 2021

 

Earlier this week, the House Ways & Means Committee approved HR 2954, Securing a Strong Retirement Act of 2021, bipartisan retirement legislation that builds on 2019’s SECURE Act (PL 116-94).  Notably, HR 2954 includes a limited version of the Legacy IRA Act (S. 243) that would expand the current-law IRA Charitable Rollover to allow for life-income gifts.  HR 2954 now heads to the full House for consideration, although timing is uncertain. 

Specifically, Section 309 of HR 2954 provides for a one-time $50,000 distribution to charities through charitable gift annuities and charitable remainder trusts.  The section would also index for inflation the annual IRA charitable distribution limit of $100,000.  CGP is advocating for the Legacy IRA Act as part of a national coalition of nearly 50 nonprofits.

HR 2954 also makes a number of other changes to the laws governing retirement savings.  For example, the legislation further increases the minimum age for required distributions to 75, which would be gradually phased in over a decade. 

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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Topics: News

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.

FORM

 

LEGACY CIRCLE MEMBER



*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
Joe Chickey
*Lisa Chmiola
*Matthew Clark
*Steven T. Clark
Margaret Cline
*Bryan Clontz
*David Clough
Bobby Collier
*Meryl Cosentino
*Margaret May Damen
*Pamela Davidson
*Laura Hansen Dean
*David Disend
*Nicole M. Engdahl
*Jacqueline W. Franey
Karen Gallardo
*Lynn Gaumer

*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
Christopher McGurn
*Rick McKelvey
Stacey L. McKinley
*Philip E. Melberg
Claire Meyerhoff
*Pamela Miller and Michael Cummings
*Frank Minton
Anne M. Morgan
*Melanie Norton
*Marilyn Parker
*Philip Purcell
*Cynthia Randazzo

Amy Roy
*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
Ericka L. Webb
*Kent C. Weimer
George Westerman
*Grant Whitney
Simon and Danielle Williams
Hannah J. Yaritz
Jennifer Yelovina
*Marion Yongue

 

*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.

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