Latest Nonprofit Research Collaborative Report

Posted by National Association of Charitable Gift Planners on Apr 25, 2018 10:00:16 AM

CGP has partnered with the Nonprofit Research Collaborative since 2013 to collect data on charitable giving across the nonprofit sector. The Giving Institute is also a partner in the Collaborative, and for the most recent survey, CGP and GI worked together to add questions about planned giving to the Winter 2018 questionnaire.

Among the 1,076 U.S. nonprofits that responded to the most recent NRC survey, 84% reported receiving bequests and 92% actively sought new planned gift commitments. Eighty-five survey responses came via links that were customized for CGP members. That sample is too small to generalize about the broad spectrum of gift planning at U.S. charities. However, there are interesting differences between the CGP group and the general survey response that suggest greater attention to planned giving at organizations employing CGP members. 

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Topics: Research, Nonprofit Research Collaborative

Helping to Improve Financial Awareness & Financial Literacy

Posted by Valentino Sabuco, CFP®, AEP® on Apr 18, 2018 7:30:00 AM

The Challenge

Managing personal finances today is more complicated, time consuming, and more important than ever. We are living longer, but saving proportionately less. We feel less secure in our jobs, homes, and overall outlooks than previous generations did. We watch, helplessly, as our money evaporates due to exorbitant costs of housing, taxes, education, health care and life’s too many “unexpecteds.” Many people worry about the future, or unfortunately in many cases, they simply try not to think about it. Until “it” happens – a financial catastrophe that could have been avoided by some advanced planning.

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Topics: Financial Awareness Month, Financial Planning

CGP Partners with the Financial Awareness Foundation for Financial Literacy Month

Posted by National Association of Charitable Gift Planners on Apr 10, 2018 8:00:00 AM


Indianapolis, IN: CGP is partnering with the Financial Awareness Foundation for the 14th annual Financial Literacy Month to bring attention to the epidemic of the growing lack of financial awareness and financial literacy.

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Topics: Financial Awareness Month, Financial Planning

Claire Gaudiani: Luncheon Keynote Speaker at CGP Conference

Posted by National Association of Charitable Gift Planners on Apr 5, 2018 8:30:00 AM

The National Association of Charitable Gift Planners (CGP) is pleased to welcome Claire Gaudiani as the luncheon keynote speaker for the 2018 CGP Conference in Las Vegas. 

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Topics: CGP Conference 2018

Take Advantage of Your CGP Membership

Posted by National Association of Charitable Gift Planners on Apr 4, 2018 7:30:00 AM

Are you taking full advantage of your CGP Membership? Here are a few ways to make sure you are tapping into your member resources!

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Topics: Member Benefits, CGP Link, Education, Membership, CGP Conference 2018

Heaven Help Us: Will the New Tax Law Affect Giving to Houses of Worship? 

Posted by Kirby Hughes Gould on Mar 28, 2018 7:30:00 AM

In the work I do for the Christian Church Foundation, our message is rooted in the Good Book (Bible) of how we as Christians are called to give of our time, talent and treasure (or wealth, wisdom, and work) to build the kingdom of God on earth. The Old Testament speaks of giving our “first fruits”—or 10 percent of the harvest—to the church for its work. We are then implored to give an “offering” to support the widows and orphans, the aliens and the poor.

In the New Testament the scriptures call for us to give out of our abundance, and in response to the measure we have been blessed. The topics of giving and sharing are noted in the Bible more times than the topics of love and faith! And two-thirds of Jesus’ parables addressed how we care for others by sharing of our resources.

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Topics: Advocacy, Tax Reform, Legislation