Network and Learn at NCPP

Posted by National Association of Charitable Gift Planners on Aug 30, 2017 7:30:00 AM

CGP members receive a discounted rate to attend NCPP!

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Topics: philanthropy, NCPP, Education

3 Ways to Re-Energize Your Skills at NCPP

Posted by National Association of Charitable Gift Planners on Aug 9, 2017 7:30:00 AM

Join us in Baltimore October 9-11, 2017 for the National Conference on Philanthropic Planning (NCPP) to engage with hundreds of professionals in exploring progressive, cutting edge content to build and re-energize your charitable gift planning skills.

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Topics: NCPP, Charitable giving, Education

Dealing with the Self-Dealing Rules: How well do you know them?

Posted by National Association of Charitable Gift Planners on Feb 14, 2017 10:10:05 AM

The rules prohibiting self-dealing are contained in Internal Revenue Code Section 4941. They are broad and complex and, unfortunately, they are often counter-intuitive. Being able to recognize when a self-dealing issue may be present is an essential skill for all planned giving professionals. You can help your donors and your organization avoid tax penalties by studying up on disqualified people and prohibited transactions. Jeffrey Davine's presentation at NCPP 2016, “Dealing with the Self-Dealing Rules,” addressed this very issue

Find out how well you know the self-dealing rules.

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Topics: donors, General, NCPP, gift planning, Philanthrophy

Pivoting - The Secret to Successfully Handling Difficult Donor Conversations

Posted by National Association of Charitable Gift Planners on Dec 12, 2016 11:05:01 AM

At the 2016 National Conference on Philanthropic Planning (NCPP), attendees learned many valuable techniques and skills in handling interactions with potential and current donors to their organizations. One session offered was “Pivoting - The Secret to Successfully Handling Difficult Donor Conversations” presented by Anne T. Melvin, Director of Training and Education, Harvard University. The following is a brief snapshot of that session.

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Topics: donors, General, NCPP, gift planning

Culture Quiz: The Importance of Storytelling

Posted by Barbara Yeager on Sep 29, 2016 1:55:38 PM

Another study has confirmed Russell James’s finding that people are more motivated to make legacy gifts by stories that feature living donors. The online survey completed by 2,518 US adults, found that those who had read stories about living – as opposed to deceased – legators expressed an even greater interest in leaving a legacy. The participants all reported significantly greater interest in making a bequest gift than making a donation within the next three months after they read vignettes of donors’ life stories and their planned charitable bequests.

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Topics: NCPP, Research, Charitable giving, Philanthrophy

Forever Change the Way You Plan Trips: Mapping Donor Data

Posted by National Association of Charitable Gift Planners on Mar 24, 2016 3:18:30 PM

 

Mapping tools are a great way to import donor information from your donor databases and leverage those data points when designing a travel route and communicating with several prospects. If you’re on the hunt for mapping software to track donor visits and plan efficient travel, you’ll find recommendations made by charitable gift planning professionals in a PPP discussion forum.

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