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

Gifts of Art—Love AND Money

Posted by Barbara Yeager on May 30, 2018 7:30:00 AM

In the webinar “Charitable Planning with Art and Other Collectibles,” U.S. Trust’s Ramsay Slugg leads gift planners through the technical details. It’s important information to have on hand when you learn that a client or donor’s philanthropic goals could be accelerated by her valuable collection. What that collection means to her, and whether she really understands what it’s worth are part of the discovery process you’ll undertake as the gift is planned. This digest of facts and opinion offers starting points as you investigate an asset of passion.

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Topics: planned gift, Education, How-To Webinar

CGP Conference Breakout Session Schedule Announced

Posted by National Association of Charitable Gift Planners on May 1, 2018 8:00:00 AM
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Topics: Education, Conference, 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

The Year Ahead: 2018 Board Chair

Posted by Christopher McGurn on Jan 17, 2018 7:30:00 AM

I would like to begin by extending my sincere gratitude to the CGP Staff and 2017 Board of Directors especially Cathy Sheffield, previous Board Chair, and Elizabeth Ayers, previous Conference Chair, for their leadership. Because of their efforts we continue to move forward with momentum and a clear vision to serve our members and the broader charitable gift planning community.

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Topics: Advocacy, General, Leadership, Education, Membership, Council, Mission