Get Involved: Become a CGP Advocate
Your actions make a difference. Participate in calls to action, add your organization to sign-on letters, or meet with staff of key legislators. Complete this form and join us in advocating for charitable giving.
CGP Advocacy Update
Date: April 2, 2020
Time: 11:00 a.m. EST
CGP is offering this Advocacy Update FREE to anyone that registers.
On March 25th, the Senate approved a $2 trillion aid package (HR 748) to address the economic fallout from the COVID-19 (Coronavirus) pandemic. The bill is expected to pass the House with bipartisan support and President Trump has indicated he will sign the measure into law.
Hear from your Peers: Top Reasons to Attend CGP Conference
Posted by mkmyers on Mar 16, 2020 12:35:01 PM
We know that CGP Conference is a valuable event for those who attend and we’re confident that, by joining us, you’ll find resources and strategies to use right away. But don’t take our word for it! Check out what 2019 attendees said in the post-conference evaluation.
5. It’s about the experience. “This was a great conference. I think there’s a ‘warm and friendly’ factor in the planned giving community and that helps to make the conference so enjoyable.”
Comments:
0 Read More
Topics: CGP Conference
Submitted by kturner on Mon, 03/09/2020 - 15:00
You are convinced that you want to attend CGP Conference, and we really want you there; now it is time to convince your boss! You have to make a bold case for the return on investment – every dollar has to be justified, and so does the time away from the office. But don’t worry, we’ve got you covered.
Here is a bit of tactical advice on getting your manager to send you to CGP Conference: It’s not about you. It’s about how your organization, team and gift planning program will benefit from the information and insights you’ll gain.
READY:
Ready, Set, Go: Convince Your Boss to attend CGP Conference
Posted by kturner on Mar 03, 2020 01:50:06 PM
You are convinced that you want to attend CGP Conference, and we really want you to; now it is time to convince your boss! You have to make a bold case for the return on investment – every dollar has to be justified. But don’t worry, we’ve got you covered.
Here is a bit of tactical advice on getting your manager to allow you to attend CGP Conference: It’s not about you. It’s about how your organization, team and gift planning program will benefit from the information and insights you’ll gain.
READY:
Comments:
0 Read More
Topics: CGP Conference
Frequently Asked Questions
Q: Why were the Standards developed?
|
|
A: Successful gift planning programs can weather changing conditions and yield long-term benefits for donors and charitable organizations. The National Standards for Gift Planning Success describe the fundamental best practices of a well-constructed, sustainable gift planning effort.
|
Q: How were the standards developed?
|
|
A: A task force of gift planners with experience in a wide variety of gift planning programs drafted the standards. They were refined by the CGP Leadership Institute and other volunteer leaders who have many years of experience as fundraisers, charitable planners and managers of gift planning programs.
|
Q: How are the standards organized?
|
|
A: There are sixteen standards divided into three general categories. Each standard includes a statement of the best practice, a set of indicators that show the practice is in operation and links to resources that support development of the best practice. Three assessment surveys allow organizations to compare their programs to the best practices and locate resources to help with areas that need to be strengthened.
|
Q: Can gift planning really be “standardized?”
|
|
A: Every relationship with a donor is unique. Those relationships are supported by an infrastructure of plans, policies, resources and values that emphasize lifetime giving and not just the annual bottom line. NSGPS helps organizations build that infrastructure.
|
Q: The standards are numbered—are they really sequential?
|
|
A: For organizations starting a new gift planning program, the standards are sequential. They should be addressed in order to build readiness. Organizations with an existing program can use the NSGPS Assessments to identify areas they need to strengthen.
|
Q: Are the standards just for larger organizations?
|
|
A: NSGPS describes the fundamentals for programs of all sizes. Whether the budget is large or small, organizations that want to accept planned gifts need to consider all the areas described in the standards.
|
Q: What kind of help is available for organizations that want to implement the standards?
|
|
A: CGP offers resources and training to support all the standards. Some resources are available to the public and many are collected in CGP Link, a member community. New resources are added continually. We encourage gift planners to join CGP to gain access to the widest selection of resources.
|
Q: Who can I contact with questions or suggestions about the National Standards for Gift Planning Success?
|
|
A: Send queries and ideas to the CGP staff at nsgps@charitablegiftplanners.org. We are also collecting models to show how NSGPS is applied by various organizations. Please contribute policies, marketing messages, donor stories, case statements, training materials and anything else that shows best practices in operation.
|
Take the Assessments
These assessments allow you to evaluate how closely your organization conforms to the criteria of the
National Standards for Gift Planning Success
Donor-Centric Engagement and Management | Standard 13
All donors and prospects are offered timely, accurate gift planning information to ethically maximize the donor’s charitable impact and personal benefit.
Checklist
|
|
 The organization formally endorses the Donor Bill of Rights and CGP Model Standards of Practice for the Charitable Gift Planner
|
|
All fundraisers receive training on planned gift tools and techniques and ethical issues at least quarterly
|
|
Donor-focused information about gift planning opportunities is included on the organization’s web site and in print materials
|
|
Internal resources (staff, web site, mailings, gift illustration software etc.) and external resources (technical advisors) are available to answer donor questions
|
Pages
FREE 