We define gift planning standards and best practices.
CGP convenes national experts from all disciplines to define best practices in charitable planning. You can rely on these standards in your work with donors, advisors and charitable organizations.
Guidelines for Reporting and Counting Charitable Gifts
The National Standards for Gift Planning Success specify that nonprofit organizations should have clear policies to m...
View Standard
Model Standards of Practice for the Charitable Gift Planner
For a PDF, click here.
A code of ethical practice for all professionals who work together to structu...
View Standard
Charitable Life Insurance Evaluation Guidelines
To read the full text, click here.
The National Association of Charitable Gift Planners provides Charitab...
View Standard
Valuation Standards for Charitable Planned Gifts
A method for determining, in today’s dollars, what a planned gift will accomplish when received and used f...
View Standard
Guidelines for Reporting and Counting Charitable Gifts
A method for showing external constituencies how all types of contributions contribute to an organization's fundraisi...
View Standard
National Standards for Gift Planning Success
Best practices for gift planning programs that are growing, pipeline-focused and sustained over time.
Learn Mor...
View Standard