National Association of Charitable Gift Planners

Recent Posts

Take Action Today to Expand the IRA Charitable Rollover

Posted by National Association of Charitable Gift Planners on Aug 9, 2018 8:30:00 AM

For the past twelve years, the IRA Charitable Rollover has allowed generous, older Americans to donate hundreds of millions of dollars from their Individual Retirement Accounts directly to America’s charities – and the populations they serve – during a time when traditional charitable contributions are expected to decline because of recent changes to the United States tax code.  The IRA Rollover has generated an enormous amount of new charitable giving to thousands and thousands of nonprofits that work every day to enrich lives and strengthen communities across the country.  Given the great success of the IRA Rollover, and the extent to which the charitable sector and donors alike have come to rely on this critical giving incentive, CGP was proud to lead the fight in Congress to make the IRA Rollover a permanent part of the tax code at the end of 2015.  And with this permanent, albeit limited, IRA Rollover firmly in place and the House of Representatives considering additional tax reform measures this year, now is a critical time to push for an expanded IRA Rollover provision.

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Topics: Advocacy, IRA Charitable Rollover

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

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

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

Be a Part of Something with CGP

Posted by National Association of Charitable Gift Planners on May 2, 2018 7:30:00 AM

Whether you just renewed your membership or your renewal date is approaching, CGP wants to say thank you for your dedication to the gift planning field. We hope CGP has provided as much value to you as you have for us. Our members are the motivation for this organization to provide top-notch education, thoughtful research and advocacy that will protect charitable giving.

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Topics: General, Member Benefits, Membership, Purpose, Professional Development