Every three years, CGP conducts the Gift Planner Profile survey to learn more about the characteristics and work of charitable planners. Responses come mostly from CGP members, but others in the community can also respond to the survey. Earlier this year, more than 700 people responded to the eighth profile survey. Among other things, we learned…
The National Association of Charitable Gift Planners (“CGP”) commends Congressional leaders on recent efforts to craft tax reform legislation that strives to make the tax code simpler, fairer, and more conducive to sustained economic growth. As the momentum for this legislation continues to grow, CGP is working to ensure that any changes made to the tax code preserve and enhance charitable giving in America for many years to come.
As valuable member to the National Association of Charitable Gift Planners, we hope you have taken some time to access your member benefits in your new member community, CGP Link. The Link is your entry to expanding your knowledge of charitable gift planning and building your network.
The good news in the latest Gift Planner Profile survey is that only 5% of the 637 nonprofit respondents report that new planned gift commitments are decreasing at their organization over the past three years. What separates the 65% who say commitments have increased from the 30% who say commitments are flat?
In the latest report from the Nonprofit Research Collaborative, fewer organizations are reporting growth in charitable receipts in 2016, compared to 2015, but the number of organizations reporting growth in planned gift revenue has not decreased. CGP has partnered with the Nonprofit Research Collaborative since 2013 to collect data on charitable giving across the nonprofit sector. Among the 800 U.S. nonprofits that responded to the most recent NRC survey, 51% reported on new planned gift commitments and 69% reported on gifts that were realized in the past year. When compared with 2015 results, planned giving continued to be a strong source of development revenue. (Read an earlier post, Tips from Research: Preparing for the Next Recession, to see how planned giving has performed since 2004.)