The Summit Track: Gift Planning By and For Baby Boomers

Posted by National Association of Charitable Gift Planners on Jun 27, 2018 7:30:00 AM

Jeff Comfort, Cynthia Krause and Scott Lumpkin will co-chair the Summit Track at CGP 2018. Each year, around 30% of conference attendees report that they have more than 20 years of gift planning experience. The Summit Track is designed for these experienced attendees, offering challenging discussions that begin where most breakout sessions end.

Collectively, Jeff, Cynthia and Scott have decades of gift planning experience and they’ve attended hundreds of conferences, often as presenters. All three began their careers in 1984, when Baby Boomers like themselves weren’t usually on the prospect list. They learned about philanthropy from donors, mentors and a few bosses who were members of the Greatest Generation. But they learned about life from the perspective of their own generation. In the Summit Track sessions at CGP 2018, they’ll bring together researchers, marketers and expert planners to sharpen the focus on peers who are turning into prospects.

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Topics: Education, National, Conference, Professional Development, CGP Conference 2018

A Must-Read: Alex Brovey on Zen and the Art of Fundraising

Posted by Meryl R. Cosentino on Jun 21, 2018 7:30:00 AM

Zen and the Art of Fundraising - 8 Pillars of Success, is the first book by CGP member Alexandra Pia Brovey, JD, LLM.

In her informative and inspiring guide, the reader is taken on a VIP tour inside the mind of a master fundraiser. What the journey teaches us—about Alex, fundraising, and ultimately ourselves—will change the way we approach our careers and our donors, and should result in a more positive outcome for the charitable organizations that employ us. 

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Topics: fundraising, General

Tap Into Education

Posted by National Association of Charitable Gift Planners on Jun 6, 2018 7:30:00 AM

Giving you access to education relevant to your career and the challenges you face is CGP's top priority for 2018. In January we launched our new Shop and have been excited with the number of CGP members participating. We see this is what you want and we are excited to give you more!

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Topics: Member Benefits, Education, Membership, Professional Development, How-To Webinar

Gifts of Art—Love AND Money

Posted by Barbara Yeager on May 30, 2018 7:30:00 AM

In the webinar “Charitable Planning with Art and Other Collectibles,” U.S. Trust’s Ramsay Slugg leads gift planners through the technical details. It’s important information to have on hand when you learn that a client or donor’s philanthropic goals could be accelerated by her valuable collection. What that collection means to her, and whether she really understands what it’s worth are part of the discovery process you’ll undertake as the gift is planned. This digest of facts and opinion offers starting points as you investigate an asset of passion.

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Topics: planned gift, Education, How-To Webinar

ACGA Rates Release New Suggested Maximum Rate Schedules Effective July 1, 2018

Posted by National Association of Charitable Gift Planners on May 15, 2018 8:00:00 AM

Approved by the American Council on Gift Annuities on April 24, 2018

The American Council on Gift Annuities (ACGA) Board of Directors held its semi-annual meeting on April 24, 2018. As part of a continual monitoring process, the Board reviewed the current assumptions inherent in our gift annuity rate schedules and approved an increase in the suggested maximum payout rates for charitable gift annuities. The rates will be rising by 0.30% to 0.50% for those ages where most annuity contracts are done. These new rates will become effective on July 1, 2018.

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Topics: Standards

Charitable Giving Tax Deduction Act

Posted by National Association of Charitable Gift Planners on May 11, 2018 8:00:00 AM

A bipartisan bill, the Charitable Giving Tax Deduction Act, was introduced today by Congressman Chris Smith (R-NJ) with Rep. Henry Cuellar (D-TX) as an original co-sponsor, to protect taxpayers and encourage charitable giving.

“Charitable organizations, including churches, synagogues, and other religiously-based entities, are the life-blood of services to those in need in our society, and I am committed to a tax policy that amplifies their ability to serve our community,” said Rep. Smith. “Americans have been generous patrons of charitable causes, and we want to ensure that everyone has the support they need to continue their generosity to charitable and philanthropic causes.”

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Topics: Advocacy, Charitable giving