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Activate your membership to connect with a national network of charitable gift planning peers and gain access to valuable resources.

About Your Membership

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

Connect with a community of pros.

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.​

Education

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.

Research

Data at your fingertips. Keep tabs on our latest research.

Standards

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

Our position.

CGP gives a voice to the charitable gift planning industry in Washington. Read more.

Read the latest scoop.

Follow our blog for news and updates about what you need to know from Washington. Read more.

Join the action.

Join CGP and ask your elected officials to co-sponsor the Universal Giving Pandemic Response Act  Read more.

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.

Find the education you need

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. 

 

To find CGP Webinars and Educational Resources:

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2. Use the "Search" function to find events on specific topics.

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How to Count and Report Planned Gifts
Whether you're in a campaign or just totaling up results for the year, it's important to include all gifts, including planned gifts and commitments that haven't been received yet. CGP's Guidelines for Reporting and Counting Charitable Gifts help you honor fundraisers' hard work and donors' generosity without causing a collision between the bottom line and the pipeline. They're also an essential foundation for your stewardship plan, since it's impossible to steward donors whose gifts haven't been accurately counted. Scott Lumpkin and Bruce Bigelow helped to develop the guidelines, and they have years of experience applying them at a variety of organizations, both large and small. In this webinar, they'll help you develop a rationale for your counting policy and answer your questions about counting specific gifts.
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Featured Product: The Real Reason Donors Aren’t Making Planned Gifts, and What To Do About It
“Scary. Complicated. Expensive.” This is what donors say about estate planning today. Many donors are interested in giving to charities through planned gifts, and yet fewer than 5.7% of Americans have actually left a charitable gift in their estate plans. With 85% of Americans donating to charities in their lifetimes, clearly, there is a missing link. This session will delve into the findings we’ve uncovered interviewing hundreds of donors, attorneys, and nonprofits to understand the common pitfalls that prevent donors from converting intent into action.
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Featured Product: The Riley Case- 3 Part Session
Learn more about the Rileys in this 3 part session with speakers Phil Cubeta & Bryan Clontz. Part 1: Diamonds in the Rough Part 2: Advisors Plan for the Rileys Without You. Will it Work? Part 3: Your Opportunity with Families Like the Rileys CFRE: Approved for 3 points CAP: Approved for 3 PACE credits
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Join A Community 

Gain access to so much more in the CGP Link online community. This member-only benefit features discussion forums, member directory, education courses and a resources library of 500+ items.  Log in and start your conversation. 

Maximize Your Potential.

Discover new ways to reach your goals. The National Association of Charitable Gift Planners is your professional home—a place to learn, advocate and build your career through a national network of charitable planned giving peers. Join us. 

CGP Conference 

Gather with nearly 900 other charitable gift planners in Las Vegas October 17-19 for the CGP Conference.  Enjoy education for every professional, at every experience level, working in charitable giving. This conference offers a fantastic lineup of speakers, breakout sessions, pre-conference workshops, and six specialized education tracks. Registration will open in January.