National Association of Charitable Gift Planners

Recent Posts

2017 Rising Star is Still Shining: A Conversation with Tiffanie Purvis

Posted by National Association of Charitable Gift Planners on Sep 12, 2018 7:30:00 AM

At CGP Conference in 2017, Tiffanie Purvis received CGP’s first Rising Star Award. She was nominated by her boss at the Southern Poverty Law Center, who characterized her as “not one to sit around idle for even five minutes.” There will be another Rising Star this year, but Tiffanie is still shining in her new position as Assistant Director of Gift Planning at the University of Maryland College Park. We asked her to reflect on her transition from law practice to charitable planning.

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Topics: CGP Conference 2018, Rising Star

Only 1 DAY LEFT to get the best pricing for CGP Conference

Posted by National Association of Charitable Gift Planners on Aug 27, 2018 8:30:00 AM

Sharpen your skills and activate your network at CGP Conference in Las Vegas. When you take advantage of Early Registration pricing, you will save $130 on registration for the largest conference for charitable gift planners. With only ONE DAY left, you don't want to miss out on savings for this must-attend event!

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Topics: CGP Conference 2018

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

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

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