Press Release: National Association of Charitable Gift Planners inducts new Hall of Fame class

Wednesday, December 31, 1969

Indianapolis, IN – The National Association of Charitable Gift Planners (CGP) has selected three individuals to be recognized into the CGP Hall of Fame. The 2021 Hall of Fame inductees include: Russell James, Johni Hays, and Brian Sagrestano. The 2021 Hall of Fame class will be honored at CGP Conference.

The Hall of Fame is CGP’s highest honor. The lifetime achievement award recognizes those whose life's work impacts charitable gift planning in profound and meaningful ways, advancing the mission of CGP and bringing credit to all the professions engaged in charitable planning. The inductees have devoted service to and support of the field for a minimum of 10 years and have been outstanding influencers in the work of charitable gift planning.

Russell N. James III.jpg

Russell James, J.D., Ph.D., CFP® is a professor in the Department of Personal Financial Planning at Texas Tech University where he directs the on-campus and online graduate program in Charitable Financial Planning (planned giving). He graduated, cum laude, from the University of Missouri School of Law where he was a member of the Missouri Law Review and received the United Missouri Bank Award for Most Outstanding Work in Gift and Estate Taxation and Planning. He also holds a Ph.D. in consumer economics from the University of Missouri, where his dissertation was on charitable giving. Dr. James has published research in over 75 peer-reviewed scientific journal articles and has been quoted on charitable and financial issues in a variety of news sources

JohnineHays.jpeg

Johni Hays, J.D. is Senior Vice President at Thompson & Associates. With more than 28 years of experience as a practicing attorney in charitable and estate planning, Johni Hays is a recognized leader with her expertise in charitable gift planning. She served as the president of the Charitable Estate Planning Institute and she is the author of the book, Essentials of Annuities and co-author of two books, The Tools and Techniques of Charitable Planning and Message From the Masters—our Best Donor Stories that Made a Difference. Johni serves on the Smithsonian’s Professional Advisors Network in Washington, DC. In 2020 Johni received the Distinguished Service Award from CGP. She has previously served on CGP’s board of directors and has been a charter member of its Leadership Institute.

Brian M. Sagrestano,.jpg

Brian M. Sagrestano, J.D., CFRE, is the Founder of Gift Planning Development. He earned an A.B. cum laude from Cornell University and a J.D. cum laude from Notre Dame Law School. Brian led the gift planning efforts for several charities, including the University of Pennsylvania, before forming GPD in 2007 and helped facilitate gifts of over a billion dollars. His Planned Giving Essentials and Planned Giving in a Box programs guided hundreds of charities in the creation of donor-centered philanthropic planning programs. Brian co-authored three books, including the Philanthropic Planning Companion,  winner of the 2013 Skystone Partners Prize. He is a past member of the CGP board of directors and editorial board of the Journal of Gift Planning. In 2019, Brian was honored with the Crescendo Interactive GiftLeader award.

CGP is pleased to recognize these leaders in the field of gift planning as members of CGP Hall of Fame.

The National Association of Charitable Gift Planners is committed to improving the art and science of the charitable gift planning process. We equip members with relevant resources, including guidelines, articles, model documents and samples that help 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 life to charitable gift planning.

 

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Press Release: Laura Sidla receives National Association of Charitable Gift Planners Rising Star Award

Wednesday, December 31, 1969

Indianapolis, IN -- Laura Sidla of Philadelphia, Pennsylvania and Boston, Massachusetts recently received the prestigious honor of the National Association of Charitable Gift Planners (CGP) Rising Star Award.

The Rising Star Award is given to a newcomer in the field of charitable gift planning with outstanding talent and potential. The work of charitable gift planning is ever changing and expanding; this award encourages recipients to consider a lifelong pursuit of the field and continue active membership in their local councils and national association.

Laura is the Senior Director of Gift Planning at Partners In Health (PIH) where her work in gift planning helps the organization provide high quality health care, influence global policy, and replicate best practices globally. 

Laura studied marketing communications while fundraising for various large, small, local, and international nonprofits. She is a Certified Fundraising Executive, Chartered Advisor in Philanthropy, Fellow in Charitable Estate Planning, and wealth reclamation practitioner.

In 2016, Laura received the American Council on Gift Annuities’ Terry Simmons Scholarship and started PIH’s annuity program. She previously received the Youth in Philanthropy award from the Association of Fundraising Professionals Rhode Island chapter in 2006.

Throughout her 10 years at PIH, Laura established gift acceptance policies, database infrastructure, and marketing communication efforts. Her work accompanying supporters extends to PIH’s global sites, including Haiti, Rwanda, Malawi, Liberia, and Sierra Leone. The legacy program also grew under her leadership. 
  
Laura is grateful for the opportunity to accompany individuals through the philanthropic planning process to help ease pain, cure illness, and save lives for generations to come.

The National Association of Charitable Gift Planners is committed to improving the art and science of the charitable gift planning process. We equip members with relevant resources, including guidelines, articles, model documents and samples that help 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 life to charitable gift planning.

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Charitable Sector Sign-On Letter Regarding Administration’s Proposal on Split-Interest Gifts

Read The Letter

2021 Registration Fees

 

 

Early-bird Rate*
*Extended for the remainder of the registration period. 

Regular Rate
After 8/8/2021

In-person experience (including virtual access), CGP national member

$799

$899

In-person experience (including virtual access), nonmember

$999

$1,099

In-person experience (including virtual access), join CGP national and save* (conference/new membership bundle)

$929

$1,029

Virtual access, CGP national member

$399

$499

Virtual access, nonmember

$599

$699

Virtual access, join CGP national and save* (conference/new membership bundle) 

$529

$629

Sponsor & exhibitor full conference access (can attend in-person experience at no extra cost)

$399

$399

 

In-person experience online registration cut off: Sept. 17, 2021
Onsite registration will be available in Orlando. 

During the registration process, participants will choose their virtual access level and add on an additional in-person fee for a package totaling the prices above.

Register Now

In-person registration cut off: Sept. 17, 2021

Group discount

A group discount is available for organizations registering more than 10 attendees. To take advantage of the group discount, please email Carey Wilson: cwilson@charitablegiftplanners.org

 

Cancellation Policy: Cancellations will be processed for a full refund until Sept. 17, 2021. No refunds for either experience after Sept. 17, 2021. Please submit written or email cancellation notice to Carey Wilson: cwilson@charitablegiftplanners.org

*Please note: If taking advantage of the "Join CGP and Save" membership/conference bundle, the membership fee is non-refundable in the event of conference cancellation. This option is for new members only.

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CGP/ACGA Joint Statement on Biden Administration’s FY 2022 Budget Request to Congress

Earlier this summer, the White House released details of its fiscal year 2022 budget request to Congress.  This budget includes, among many other provisions, changes that would increase taxes on certain individuals.  One such provision would have a significant impact on charitable giving, effectively eliminating the benefits of split-interest gifts for taxpayers, potentially resulting in the loss of hundreds of millions of dollars, if not more, to our nation’s charities.

Read Joint Statement

National Association of Charitable Gift Planners Elects 2022 National Board Members

Wednesday, December 31, 1969

Indianapolis, IN -- The National Association of Charitable Gift Planners (CGP) is pleased to announce its 2022 class of Board of Directors. Six members were elected to the board to serve three-year terms beginning January 2022. The members were elected at the Assembly of Delegates held June 15, 2021, virtually.

2022 Class of the Board of Directors

Bobby Collier

Senior Vice President – Planned Giving

American Cancer Society

Alabama Association of Charitable Gift Planners

 

Brad Gornto

Attorney, Gornto Law, PLLC

President and Founder of Effectual Giving, LLC

President and Founder of iCLAT Solutions, LLC

Charitable Gift Planners of Central Florida

 

Carlo D. Laurore

Senior Philanthropic Manager (Eastern Region)

the Boy Scouts of America

North Carolina Council of Charitable Gift Planners

 

Nicola Lawrence, CFRE

Director of Planned Giving

Children’s Health

Dallas Council of Charitable Gift Planners

 

Stacey McKinley

Director of Gift Planning

Cleveland Clinic’s Philanthropy Institute

Northern Ohio Planned Giving Council

 

Trina S. Olidge 

Director of Gift Planning

Georgia Institute of Technology

 

 

ABOUT

The National Association of Charitable Gift Planners is committed to improving the art and science of the charitable gift planning process. We equip members with relevant resources, including guidelines, articles, model documents and samples that help 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 life to charitable gift planning.

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August 5, 2021 - How to Become a Certified Fund Raising Executive (CFRE)

$0.00

Title: How to Become a Certified Fund Raising Executive (CFRE)

Presenter: Ashley Gatewood

Date: August 5, 2021

Time: 2:00 - 3:00 p.m. EST

The Certified Fund Raising Executive (CFRE) credential shows the world your proven mastery of essential fundraising best practices.

CFREs report increased on-the-job confidence, greater recognition from peers, and enhanced professional opportunities.

Schedule at a Glance

Monday, Sept. 20

12:30 – 1:45 p.m.

Plenary Event

2:00 – 3:00 p.m.

Educational Breakout Sessions (4 concurrent)

3:00 – 3:30 p.m.

Exhibitor Office Hours/Demos

3:45 – 4:45 p.m.

Educational Breakout Sessions (4 concurrent)

5:00 – 6:00 p.m.

Happy Hours, Meet-ups and Entertainment

 

Tuesday, Sept. 21

12:30 – 1:45 p.m.

Plenary Event

2:00 – 3:00 p.m.

Educational Breakout Sessions (4 concurrent)

3:00 – 3:30 p.m.

Exhibitor Office Hours/Demos

3:45 – 4:45 p.m.

Educational Breakout Sessions (4 concurrent)

5:00 – 6:00 p.m.

Happy Hours, Meet-ups and Entertainment

 

Wednesday, Sept. 22

Cross-programming with International Association of Advisors in Philanthropy (AiP)

11:00 – 11:50 a.m.

Welcome and Plenary Panel

12:00 – 12:50 p.m.

Gift Planning Technical Session

1:00 – 1:50 p.m.

Plenary Speaker

2:00 – 3:00 p.m.

Plenary Speaker

3:10 – 4:00 p.m.

Gift Planning Technical Session

4:10 – 5:00 p.m.

Plenary Speaker

5:00 p.m.

Closing

 

Thursday, Sept. 23

12:30 – 1:45 p.m.

Plenary Event

2:00 – 3:00 p.m.

Educational Breakout Sessions (4 concurrent)

3:00 – 3:30 p.m.

Exhibitor Office Hours/Demos

3:45 – 4:45 p.m

Educational Breakout Sessions (4 concurrent)

5:00 – 6:00 p.m

Happy Hours, Meet-ups and Entertainment

 

Friday, Sept. 24

12:30 – 1:30 p.m.

Plenary Event

1:45 – 2:45 p.m.

Organizational Affinity Groups

3:00 – 3:45p.m.

Speaker Q&A Sessions

4:00 – 4:45 p.m

Speaker Q&A Sesssions

 

Monday, Oct. 4

5:30 – 6:30 p.m.

Opening Reception

6:30 – 8:30 p.m.

Dinner and Keynote Speaker

8:30 – 10:00 p.m.

Welcome Back Party

 

Tuesday, Oct. 5

7:30 – 8:35 a.m.

Breakfast in Exhibit Hall

8:30 – 9:30 a.m.

Affinity Groups

10:00 – 11:00 a.m.

Educational Breakout Sessions (4 concurrent)

11:30 a.m. – 12:30 p.m.

Educational Breakout Sessions (4 concurrent)

12:45 – 1:45 p.m.

Lunch

2:00 – 3:00 p.m.

Educational Breakout Sessions (4 concurrent)

3:30 – 5:00 p.m.

Educational Breakout Sessions (4 concurrent)

 

Wednesday, OCT. 6

7:30 – 8:30 a.m.

Breakfast in Exhibit Hall

8:30 – 9:30 a.m.

Educational Breakout Sessions (4 concurrent)

10:00 – 11:00 a.m.

Educational Breakout Sessions (4 concurrent)

11:30 a.m. – 12:30 p.m.

Affinity Groups

12:45 – 2:00 p.m.

Lunch and Closing Keynote Speaker

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