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National Association of Charitable Gift Planners

Recent Posts

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

Fewer, Larger Gifts—It's Not Just US

Posted by National Association of Charitable Gift Planners on Jan 11, 2017 1:56:29 PM

The number of individuals supporting charitable organizations around the world appears to be shrinking. In Australia, a recent study found that 81% of Australian adults gave a total of $12.5 billion dollars to charities over 12 months in 2015/16, up from $7.7 billion in 2005. In 2016, the average donation was $764.08 and the median donation was $200. However, the research also pointed to a trend of fewer people giving more. While the percentage of people donating slightly decreased, the average donation increased in real terms by $210.16.

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Topics: trends

Pivoting - The Secret to Successfully Handling Difficult Donor Conversations

Posted by National Association of Charitable Gift Planners on Dec 12, 2016 11:05:01 AM

At the 2016 National Conference on Philanthropic Planning (NCPP), attendees learned many valuable techniques and skills in handling interactions with potential and current donors to their organizations. One session offered was “Pivoting - The Secret to Successfully Handling Difficult Donor Conversations” presented by Anne T. Melvin, Director of Training and Education, Harvard University. The following is a brief snapshot of that session.

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Topics: donors, General, NCPP, gift planning

[PPP Rebrand] Changing More than Just a Name- Creating Your Professional Home

Posted by National Association of Charitable Gift Planners on Jul 27, 2016 7:30:00 AM

It seems like a year since I wrote my last blog about “What We’ve Learned from Our Members”, but in reality it’s only been a few months. I guess it’s because from then until now, our rebrand has progressed at a rapid speed.

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Topics: Rebrand