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Understand how CGP membership works, discover our shared ethics and more.

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The National Association of Charitable Gift Planners is your professional home—a place to build your career and connect with a national network of charitable gift planning professionals.​

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We offer a wide range of educational opportunities—from our online resource library to webinars to in-person events—to help you keep your skills sharp.

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As a standard-setting organization, we provide these resources for all. Download models and best practices in PDF form.

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About The National Association of Charitable Gift Planners

CGP has grown with and for the charitable gift planning industry. From think tank conversations, to a federation of local councils, to a professional organization, we've evolved to serve members nationwide. Together, we build a bold future of smarter giving and bigger impact.

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Tap into education that will take your career to the next level. Search for conference papers, on-demand webinars, and live events. CGP members enjoy member-only pricing and discounts on events. 

 

In Remembrance of Betsy Mangone, by Kathyrn Miree

Posted by jhall on Aug 21, 2025 12:00:00 PM

Betsy Anderson Mangone
September 12, 1943 - August 3, 2025

Comments: 0

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Topics: In Remembrance

Emerging Professionals Workshop: Imposter Syndrome

September 17, 2025, 1 - 2:30 p.m. ET | REGISTER NOW

Imposter Syndrome is defined as the condition of feeling anxious and not experiencing success internally, despite being high-performing by external, objective measures. This phenomenon often results in people feeling like "a fraud" or "a phony" and doubting their abilities. In the profession of gift planning, it is easy to feel like an imposter given the depth and complexities of our work, especially if you are new to the field, or not so new!

Join the CGP Emerging Professionals for an encore of this popular session, now in an interactive workshop format. Participants will discover insights into Imposter Syndrome, hear about real-life examples and gain practical resources to help understand, manage and support themselves or others experiencing this phenomenon.

Influential Advice from Planned Giving Professionals

Posted by askirvin on Aug 04, 2025 06:56:50 PM

We have all experienced a pivotal moment where someone's words resonate so deeply, they ultimately provide a source of inspiration, comfort or guidance throughout the course of their personal and professional lives. In July, we asked the CGP community to share the advice that shifted their perspectives and strengthened their careers. 

The pieces of wisdom below capture how meaningful advice can emerge from mentors, career crossroads or challenging times. 

Comments: 0

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Topics: Professional Development, Continuing Education, Expertise, Learn

Introducing Dead Giveaway: A New Podcast from CGP

Wednesday, December 31, 1969

Indianapolis, IN -- The National Association of Charitable Gift Planners (CGP) will launch Dead Giveaway, a new monthly podcast that takes listeners inside the world of gift planning and philanthropy.  

Presented by CGP, Dead Giveaway will inspire others to think differently about generosity and gift planning. Each episode will feature candid conversations between host Matt Treadwell and philanthropic professionals who are transforming generosity into lasting legacies.

Matt brings extensive experience in charitable gift planning and professional development. As the podcast host, former CGP Emerging Professionals Chair, one-time champion youth basketball assistant coach, and your next superfriend, Matt will explore the world of gift planning through professional journeys, personal stories and candid interviews with professionals across the field.

Dead Giveaway will highlight the personal motivations, career transitions and relationship-building skills among gift planning professionals. Ranging from non-profit leaders, financial advisors, to rising stars and innovators, listeners will dive into pivotal moments, challenges faced and the rewarding stories that drive each professional.

Whether you’re a seasoned professional in the field or curious about how legacy giving can change lives, Dead Giveaway offers insight and inspiration that make generosity and gift planning so impactful. 

The debut episode of Dead Giveaway will be available in August. Future episodes will air across podcast streaming platforms on the second Thursday of each month. 

Learn more about the podcast: https://charitablegiftplanners.org/podcast

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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Brandolon Barnett Named Closing Lunch Plenary Speaker for CGP Conference 2025

Wednesday, December 31, 1969

Indianapolis, IN: The National Association of Charitable Gift Planners (CGP) is delighted to announce Brandolon Barnett, innovator, author, and entrepreneur, as the Closing Lunch Plenary Speaker. 

Brandolon will share his journey from poverty to board member, donor, and social-impact technologist during “Mapping the Donor Journey: Meeting Supporters Where They Are—And Where They’re Headed,” at CGP Conference 2025 in Indianapolis, Indiana, this October. 

Brandolon currently wears multiple hats as Head of Innovation and Philanthropy for Giving Compass, Founder & CEO of The Regular App, Co-Founder & Lead Faculty for the Tech for Good Bootcamp and graduate certificate at Loyola Chicago, and author of Dreams Deferred: Recession, Struggle, and the Quest for a Better World. 

His dedication to leveraging technology and social impact to move resources to those in need has had a profound impact on donor engagement, technology and research within the gift planning and philanthropy industry. 

Michael Kenyon, CEO of CGP, shared, “Brandolon’s personal journey and remarkable career success have shaped a unique perspective that has become an important and timely voice in philanthropy.” 

With his extensive expertise in philanthropic innovation and technology, Brandolon has spoken at previous events including: BBCon, Dreamforce, SXSW, SHRM, the Council on Foundations Annual Conference, AFP, ACCP and Independent Sector.

CGP Conference 2025 will be hosted from October 15-17 at the JW Marriott in Indianapolis, Indiana. Brandolon will present during the Closing Plenary Lunch on Friday, October 17. The CGP Conference Closing Plenary Lunch is sponsored by The Donikian Family Endowed Lectureship in Planned Giving Fund at the IU Lilly Family School of Philanthropy.

Learn more on the CGP Conference website. 

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.

Visit CGP at https://charitablegiftplanners.org.

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Expand Your Expertise

Posted by askirvin on Jul 08, 2025 05:09:01 PM

The philanthropic community's commitment to continuous learning and strategic professional development sets it apart from other sectors. The June Perspectives poll reveals where professionals are investing their development efforts. 

Areas of professional development efforts: 

  • Work-life Balance & Wellness 38.5%

Comments: 0

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Topics: Professional Development, Continuing Education, Expertise, Learn

Submit your article here

Submissions

All submissions must include the following information:

  • Title and complete list of authors
  • Author affiliations
  • Executive Summary (250-300 words)
  • 3-6 keywords that describe the content of the article
  • Audience Level (Emerging or Experienced)

Sections (Article Types):

Opinion

Submission Requirements for Opinion Articles

Opinion Article Definition: An Opinion Article for The Journal of Gift Planning represents the views of an individual or organization within the field of gift planning concerning a specific topic, piece of legislation, program, issue, theory, or issue. These articles are solely the view/s of the individual submitting the article and do not represent the views of the National Association of Charitable Gift Planners, nor are they reviewed as fact. These articles consistently end with a call to action of the target audience.

Opinion Article Goals: The goal of submitting an opinion article is for readers to express their opinions on topics within the field of gift planning in order to promote conversation across the field.

Target Audience: A specific sector of Gift Planners or career stage, or sector environment.

Opinion Article Requirements

  • Length-max 1000-1500 words (approximately 5-6 double spaced pages). The title page does not count towards the word count.
  • Margins-1 inch
  • Spacing-Double Spaced
  • Font: Arial
  • Font Size: 12
  • Page numbers in top left corner

Application Paragraph
Before the final paragraph of your article, the authors must include a paragraph on how this piece can be applied to the field of gift planning. These statements can include policy recommendations, new models or ways of thinking. These statements should be actionable and be applicable to the target audience to use within the next six-months in the profession.

Conclusion Paragraph
The final paragraph of your article should include, the question you answered/opinion stated, what you found or your main thesis statement, why this piece matters to the target audience, and a final call to action.

Additional Considerations

  1. Opinion articles cannot be used to sell products or promote one’s personal business or brand.
  2. Opinion articles can contain up to two images. These images cannot be personal brands or sales images. The images must directly relate to the opinion being expressed through research, graphics, or pictorial abstracts.
  3. Opinion articles cannot be used to diminish the image of an individual or business within the field of Charitable Gift Planning.

Program or Practice

Submission Requirements for Program or Practice

Articles Program or Practice Article Definition: A Program or Practice Article for The Journal of Gift Planning is an article that shares a specific program or practice within the field of gift planning. These articles include how to implement, apply, and maintain the program or practice for the field. These pieces are in-depth, applied, articles that give the how-to of a program or practice. They can include any potential cost analysis associated with implementation of the program or practice, as well as the results of the program or practice within a gift planner setting.

Program or Practice Article Goals: The goal of submitting a Program or Practice Article is to provide our membership with a new program or practice to use within their own work. The aim of these articles is to share successful programs with the community for greater use across the field.

Target Audience: Program or Practice Articles should be targeted towards certain sectors of the gift planning community.

Program or Practice Article Requirements

  • Length-max 5,000 words (approximately 10 double spaced pages). The title page does not count towards the word count.
  • Margins-1 inch Spacing-Double Spaced
  • Font: Arial
  • Font Size: 12
  • Page numbers in top left corner
  • Cited primary research, policy, legislation, or articles if applicable. Citations should be either APA in-text citations or endnotes (depending on the number of citations) and must be included in a Reference List (references pages do not count towards the word count).
  • Figures and graphics can be included. If included, authors must acknowledge the original source in the caption(s). Authors are also responsible for obtaining all necessary permissions and release forms from the appropriate rights‐holders.
  • The program or practice manual, and any documents that supports the implementation of the program or practice can be included.  
  • Optional: Include additional Resources that can be used or go deeper on the program or practice for advanced users.

Application Paragraph
Before the final paragraph of your article, the authors must include a paragraph on how this piece can be applied/why it is relevant to the field of gift planning. These statements can include policy recommendations, new models or ways of thinking. These statements should be actionable and be applicable to the target audience to use within the next six-months in the profession.

Policy Analysis

Submission Requirements for Policy Articles Policy

Article Definition: A Policy Article for The Journal of Gift Planning is an analysis of a particular policy/legislation that impacts the field of gift planning or a potential new policy or practice that could support the field of gift planning.

Policy Article Goals: The goal of submitting a Policy Article is to provide our membership with an analysis of a policy or piece of legislation. Policy Articles must include recommendations for improvement, impacts, or potential impacts of the policy, and potential solutions.

Target Audience: A specific area of gift planning or sector of gift planning

Policy Article Requirements

  • Length-max 5000 words (approximately 10 double spaced pages). The title page does not count towards the word count.
  • Margins-1 inch Spacing-Double Spaced
  • Font: Arial
  • Font Size: 12
  • Page numbers in top left corner
  • Cited primary research, policy, legislation, or articles. Citations should be either APA in-text citations or endnotes (depending on the number of citations) and must be included in a Reference List (references pages do not count towards the word count).
  • Figures and graphics can be included. If included, authors must acknowledge the original source in the caption(s). Authors are also responsible for obtaining all necessary permissions and release forms from the appropriate rights‐holders.

Policy Article Sections to Include (subsections and additional sections are allowed):

  1. Description of the Policy
  2. Laws and Legislation that relate to the policy
  3. How the policy impacts gift planning
  4. Authors conflict of interest
  5. Impacts of the policy
  6. Recommendations
  7. Application Paragraph
  8. References

Application Paragraph
Before the final paragraph of your article, the authors must include a paragraph on how this piece can be applied/why it is relevant to the field of gift planning. These statements can include policy recommendations, new models or ways of thinking. These statements should be actionable and be applicable to the target audience to use within the next six-months in the profession.

References
All references should be cited in APA style

Review
Policy Analysis articles that are accepted to be published in the journal will go to a Technical Editor for final review.

Research

Submission Requirements for Research Articles

Research Article Definition: A Research Article for The Journal of Charitable Gift Planning consists of original research that answers a question facing the field of gift planning. A research article consists of original hypotheses, data, and analysis.

Research Article Goals: The goal of submitting a Research Article is to share original research with the community.

Target Audience: A specific area of gift planning

Research Article Requirements

  • Length-max 10,000 words (approximately 20 double spaced pages). The title page does not count towards the word count.
  • Margins-1 inch Spacing-Double Spaced
  • Font: Arial
  • Font Size: 12
  • Page numbers in top left corner
  • Cited primary research, policy, legislation, or articles. Citations should be either APA in-text citations or endnotes (depending on the number of citations) and must be included in a Reference List (references pages do not count towards the word count).
  • Figures and graphics can be included. If included, authors must acknowledge the original source in the caption(s). Authors are also responsible for obtaining all necessary permissions and release forms from the appropriate rights‐holders.

Research Article Sections: A research article can include subsections within each of these categories:

  1. Executive Summary (see title page)
  2. Literature Review
    1. Include hypotheses
  3. Methods
  4. Results
  5. Conclusion
  6. Application Paragraph (see below)
  7. References

Application Paragraph
Before the final paragraph of your article, the authors must include a paragraph on how this piece can be applied/why it is relevant to the field of gift planning. These statements can include policy recommendations, new models or ways of thinking. These statements should be actionable and be applicable to the target audience to use within the next six-months in the profession.

Review
Research articles that are accepted to be published in the journal will go to a Technical Editor for final review.

Literature Review

Submission Requirements for Literature Review Articles

Literature Review Article Definition: A Literature Review Article for The Journal of Gift Planning is a deep review of the literature surrounding a particular topic. A literature review relies on synthesizing primary articles and research to provide a comprehensive review.

Literature Review Articles are collected through invited/open submissions.

Literature Review Article Goals: The goal of submitting a Literature Review Article is to provide our membership with an advanced history on a topic. The aim of these articles is to provide an advanced historical education to the membership. These topics will allow the membership to have a complete synthesis of a topic pivotal to the field.

Target Audience: Literature Reviews should be targeted towards gift planners who are looking for an advanced deep-dive on a topic. If a specific area of gift planning is targeted, list them here.

Literature Review Article Requirements

  • Length-max 5000 words (approximately 10 double spaced pages). The title page does not count towards the word count.
  • Margins-1 inch Spacing-Double Spaced
  • Font: Arial
  • Font Size: 12 Page numbers in top left corner
  • Cited primary research, policy, legislation, or articles. Citations should be either APA in-text citations or endnotes (depending on the number of citations) and must be included in a Reference List (references pages do not count towards the word count).
  • Figures and graphics can be included. If included, authors must acknowledge the original source in the caption(s). Authors are also responsible for obtaining all necessary permissions and release forms from the appropriate rights‐holders.

Literature Review should be broken up by sections. There should also be a methods section that details how you gathered your literature used in the piece.

Application Paragraph
Before the final paragraph of your article, the authors must include a paragraph on how this piece can be applied/why it is relevant to the field of gift planning. These statements can include policy recommendations, new models or ways of thinking. These statements should be actionable and be applicable to the target audience to use within the next six-months in the profession.

Pages