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

In Memoriam: Russ Howes 1949-2016

Posted by Craig C. Wruck on Sep 7, 2016 11:47:20 AM

Russell Norman Howes, age 66, of Wisconsin, died on August 31, 2016. Russ was preceded in death by his parents and brother Robert. He is survived by his wife, Sue Howes, his brother, Randy (Colleen) Howes, sisters-in-law Janet Howes and Marilyn Kelley, nephews Dustin, Brandon (Erin), Jason (Shannon), Cory (Anna), grand-niece Madeline and grand-nephew Henry.

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Topics: Leadership, News, Obituaries

Interprofessional Teamwork: Core Competencies for Planned Giving

Posted by National Association of Charitable Gift Planners on May 20, 2016 10:55:43 AM

Improve Your IQ (Interprofessional Quotient)—Be A Team Planner

In a series of posts, we’re considering “Core Competencies for Collaborative Interprofessional Practice” for philanthropic planning. The interprofessional competencies we suggest originated in the healthcare field, as an attempt to transform education and prepare students in all the healthcare specialties for “deliberatively working together with the common goal of building a safer and better patient-centered and community/population oriented U.S. health care system.”

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Topics: philanthropy, planned giving, Advocacy, General, Leadership, Teamwork

A New Brand for PPP... And, It All Started With You

Posted by National Association of Charitable Gift Planners on Feb 18, 2016 8:55:05 AM

It’s true, PPP is undergoing a complete renovation, centered on member-focused, service-driven improvements that will bring new life to the organization… and it all started with our members
Stay in the loop by subscribing to our rebrand updates>>

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Topics: philanthropy, fundraising, planned giving, Advocacy, General, Leadership, News, Rebrand, Research, Technology, donors

NCPP2015 Highlights--Getting Donors to Act

Posted by National Association of Charitable Gift Planners on Dec 9, 2015 3:28:49 PM

Gift planners at the National Conference on Philanthropic Planning loved Justin Miller’s session, “Philanthropic Planning Paralysis: Getting Donors to Act.” Justin is wealth strategist at BNY Mellon and an adjunct faculty member at Golden Gate College of Law. He is a frequent speaker on tax, estate planning and family governance topics at professional education conferences throughout the country, and he spoke at NCPP for the first time this year.

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Topics: philanthropy, donors, fundraising, planned giving, General, NCPP, Leadership

If You Do One Thing Right… Go Easy on the Technical Terms in Philanthropic Discussions

Posted by National Association of Charitable Gift Planners on Nov 11, 2015 3:19:20 PM

If you do one thing right...

Go easy on the technical terms, particularly early on. They have the potential to confuse philanthropic discussions. Rather than focusing on the names and granular detail of the instruments and gift types that may be most applicable to the situation, look first to the donor’s overarching motivations, desires and goals.

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Topics: philanthropy, fundraising, Leadership, planned giving, donors