Access Member Benefits in CGP Link

Posted by National Association of Charitable Gift Planners on Jul 3, 2017 9:00:00 AM

As valuable member to the National Association of Charitable Gift Planners, we hope you have taken some time to access your member benefits in your new member community, CGP Link. The Link is your entry to expanding your knowledge of charitable gift planning and building your network.

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Topics: Member Benefits, CGP Link, Education

GPP8 Preview: The Difference Between Good and Great

Posted by National Association of Charitable Gift Planners on May 23, 2017 2:00:00 PM

The good news in the latest Gift Planner Profile survey is that only 5% of the 637 nonprofit respondents report that new planned gift commitments are decreasing at their organization over the past three years. What separates the 65% who say commitments have increased from the 30% who say commitments are flat?

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Topics: gift planning, Gift Planner Profile

Planned Giving is Strong in Latest Nonprofit Research Collaborative Report

Posted by National Association of Charitable Gift Planners on May 5, 2017 8:30:00 AM

In the latest report from the Nonprofit Research Collaborative, fewer organizations are reporting growth in charitable receipts in 2016, compared to 2015, but the number of organizations reporting growth in planned gift revenue has not decreased. CGP has partnered with the Nonprofit Research Collaborative since 2013 to collect data on charitable giving across the nonprofit sector. Among the 800 U.S. nonprofits that responded to the most recent NRC survey, 51% reported on new planned gift commitments and 69% reported on gifts that were realized in the past year. When compared with 2015 results, planned giving continued to be a strong source of development revenue. (Read an earlier post, Tips from Research: Preparing for the Next Recession, to see how planned giving has performed since 2004.)

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Topics: Research, bequests, Charitable giving

CHECKLIST: Six Steps Toward Successful Estate Planning

Posted by National Association of Charitable Gift Planners on Apr 24, 2017 3:01:00 PM

Over 50% of our adult population (120 million adults) does NOT have a current or up-to-date estate plan to protect themselves and their family's assets; that can include half your family, friends, and associates.

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Topics: Estate Planning, Financial Awareness Month, Financial Planning

Your Help is Needed - Take Action Today!

Posted by National Association of Charitable Gift Planners on Mar 31, 2017 11:13:20 AM


H.R. 1337 –Legacy IRA Act was introduced and referred to the House Committee on Ways and Means. The purpose of the bill is to amend the Internal Revenue Code of 1986 to expand tax-free distributions from individual retirement accounts to include rollovers for charitable life-income plans for charitable purposes.

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Topics: Advocacy

Dealing with the Self-Dealing Rules: How well do you know them?

Posted by National Association of Charitable Gift Planners on Feb 14, 2017 10:10:05 AM

The rules prohibiting self-dealing are contained in Internal Revenue Code Section 4941. They are broad and complex and, unfortunately, they are often counter-intuitive. Being able to recognize when a self-dealing issue may be present is an essential skill for all planned giving professionals. You can help your donors and your organization avoid tax penalties by studying up on disqualified people and prohibited transactions. Jeffrey Davine's presentation at NCPP 2016, “Dealing with the Self-Dealing Rules,” addressed this very issue

Find out how well you know the self-dealing rules.

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Topics: donors, General, NCPP, gift planning, Philanthrophy