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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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Charitable Gift Planners of Central Florida’s List of Must-Do’s in Orlando

Posted by askirvin on May 08, 2024 09:04:12 AM

CGP Conference 2024 is going to take place in “The City Beautiful” – Orlando, Florida! Whether you’re a thrill-seeker, an arts aficionado, a foodie or a shopaholic, this world-class entertainment destination has something for everyone. With legendary theme parks, restaurants, and shopping as well as spectacular museums and world-class entertainment, you'll never run out of things to do.

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Topics: Conference

The National Association of Charitable Gift Planners (CGP) is the leading organization setting standards for charitable gift planners, bringing members together to learn, connect and advocate. We provide education and resources that enrich and advance careers and provide access to peers at all levels, including those who defined the field. We exist to serve our distinguished profession.

We help advance the art and science of complex charitable giving.

The CGP professional team operates in a hybrid workstyle and is based in Indianapolis, IN.

Member Success Specialist
The member success specialist supports the success and growth of CGP’s individual members and affiliated councils by strengthening and expanding the member experience. The specialist will build opportunities for connection, collaboration, and peer learning through consistent outreach to and engagement of members.

The successful candidate for this role is a relationship builder and “dot connector,” and will seek to understand members’ unique needs and challenges and translate those into scalable solutions. Read the full job description here. 

Application window is closed.

Conference Website

Welcome to the new CGP landing page! 

Access resources, your profile, previous purchases and the CGP Link by clicking the buttons below.

CGP Conference Hotel | JW Marriott

The National Association of Charitable Gift Planners is thrilled to bring CGP Conference to Indianapolis, Indiana, this October. The JW Marriott is offering a discounted conference rate to all CGP attendees. 

CGP Conference Rate: $259 plus applicable taxes

Group rate will be offered three days before and three days following the conference dates, based on availability. 

RIFT Advocacy Action Alert - March 12, 2024

The FinCEN government agency (part of the United States Treasury) plans to release a document regarding the situation where an IRA custodian (who is a broker-dealer) mandates that a charity set up an inherited IRA first to collect on a deceased donor's account. FinCEN states that a social security number and other such information must be provided to the IRA custodian under the Customer Due Diligence Rules.

FinCEN realizes that not all custodians require an inherited IRA, and those who do not will not have to collect this information. However, those custodians who do require the Inherited IRA will have to collect this information.

FinCEN claims it hasn't heard from charities that this has been a problem. Now is the time to take action and tell FinCEN about the hardships organizations have been under throughout the country.

We must act quickly before the statement is released. Email FinCEN directly today using this template (feel free to modify it as you wish) to tell them about your specific cases and the hardship your organization has experienced.

Conversational Gift Planning

Participate in live education to integrate practical skills into more meaningful and productive conversations. DAN Shephard WILL GUIDE PARTICIPANTS THROUGH THE FOUR DECISIONS EVERY DONOR MAKES TO LEARN THE SKILLS OF DONOR-PARTICIPATORY FUNDRAISING.
 

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