CGP Continuing Education: A Guide

Posted by askirvin on May 01, 2025 02:21:04 PM

Professional development is essential for professionals looking to enhance their expertise and grow their carreer. The National Association of Charitable Gift Planners (CGP) offers valuable educational opportunities that qualify for educational credits across multiple designations. 

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Topics: Continuing Education, CGP Conference, Professional Development

Artificial Intelligence in Philanthropy: How the Industry is Embracing New Technology

Posted by askirvin on Apr 09, 2025 02:41:57 PM

In the ever-evolving landscape of philanthropy, professionals are increasingly turning to artificial intelligence to streamline or enhance their work. Recent data from CGP’s March poll offers insight into how the gift planning community is integrating AI into their roles. 

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Topics: Artificial Technology, AI, Communication, Professional Development

The National Association of Charitable Gift Planners Welcomes Melissa Burlock as Member Success Specialist

Wednesday, December 31, 1969

Indianapolis, IN -- The National Association of Charitable Gift Planners (CGP) welcomes Melissa Burlock as Member Success Specialist. Melissa will support the success and growth of CGP’s individual members and affiliated councils by strengthening the member experience.

While building relationships with members and councils, Melissa will work alongside the Director of Membership and Marketing to build opportunities for connection, collaboration and peer learning. Through consistent outreach and engagement, she will develop educational resources to advance the community's professional development and organizational success. 

Melissa joins CGP from previous roles in advancement and donor stewardship. Her background in building relationships will guide Melissa to create personalized and meaningful engagement opportunities.

“I am excited to engage with CGP individual members and councils to find the intersections between their unique needs and interests, and CGP's full library of services, benefits, and resources," says Melissa.

Melissa is a nonprofit research writer and author. With a background in public history and publishing, Melissa’s career experiences have included copyediting and trade editorial assistant roles.

Melissa and the CGP Team are based in Indianapolis, Indiana. To contact Melissa or a member of the CGP Team, please visit charitablegiftplanners.org/contact.

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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Elisabeth Rhodes Joins the National Association of Charitable Gift Planners as Director of Programs

Wednesday, December 31, 1969

Indianapolis, IN -- The National Association of Charitable Gift Planners (CGP) welcomes Elisabeth Rhodes as the Director of Programs. Elisabeth will oversee the strategic direction, development, and management of the organization's educational and professional development initiatives. 

As the Director of Programs, Elisabeth will collaborate with the CGP Team and volunteer leaders to coordinate and develop programming and education to advance opportunities for the philanthropic community. 

Elisabeth joins CGP from the Morgridge Family Foundation where she served as Strategic Change and Evaluation Specialist. With a background in research and strategic development, her experience with non-profit organizations and curriculum development will contribute to the growth and innovation for education curriculum and program development. 

"I am so excited to join this incredible team at CGP,” says Elisabeth. “The field of gift planning is a new content area for me and I cannot wait to learn from this incredible network of members and staff.”

Elisabeth brings over ten years of experience in design, evaluation, and program management. She specializes in supporting mission-driven organizations to develop program operations and build impact. Elisabeth has worked across disciplines including child welfare, conservation, and K-12 education.

Elisabeth holds a BA in Biology and Sociology from DePauw University and a MS Biology from North Dakota State University. Her training in interdisciplinary research has led to a career in building research and evaluation programs across state agencies and nonprofit organizations.

Elisabeth and the CGP Team are based in Indianapolis, Indiana. To contact Elisabeth or a member of the CGP Team, please visit charitablegiftplanners.org/contact.

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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Become a CGP Conference Sponsor

CGP Conference is where leading companies in the gift planning field showcase their products and services. Exhibit in the Solutions Center (exhibit hall) to connect with hundreds of leading professionals. The Solutions Center is at the heart of the conference, providing opportunities to connect with prospects and clients throughout the conference. Maximize your engagement and attendee impact by sponsoring conference event amenities, adding a push notification or becoming a featured sponsor. 

Additional details regarding opportunities for 2026 will be available in the coming months. For more information, email info@charitablegiftplanners.org.

Elisabeth Rhodes

Elisabeth Rhodes joined CGP in 2025 as the new Director of Programs. Elisabeth brings over ten years of experience in design, evaluation, and program management. She specializes in supporting mission-driven organizations to develop program operations and build impact. Elisabeth has worked across disciplines, including child welfare, conservation, and K-12 education.

Melissa Burlock

Melissa Burlock joined CGP in February 2025 as the Member Success Specialist. Melissa is responsible for the strengthening and expanding of the membership experience. She supports CGP’s individual members and affiliated councils through building opportunities for connection, collaboration, and peer learning, as well as by developing resources and offerings to address members’ unique needs and organizational objectives. She creates and facilitates opportunities for proactive member engagement and ensures that council leaders are aware of CGP services, benefits, and annual requirements.

Strategies to Elevate Your Donor Engagement

Posted by askirvin on Mar 05, 2025 04:31:20 PM

In planned giving, how you communicate with donors can be just as important as what you say. In February, the CGP community shared their donor communication preferences: the majority of respondents prefer in-person meetings (51%), followed by email (32%), phone calls (15%) and texts (2%). Despite our continued reliance on technology, face-to-face interactions remain essential for building meaningful connections. 

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Topics: Donors, Communication, Professional Development

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