Year in Review: CGP Board Chair

Posted by Cathy R. Sheffield on Dec 20, 2017 7:30:00 AM

It has been my honor and great privilege to serve on the CGP board for the past few years, most recently as chair.

I am proud to have contributed to the evolution, some might even say revolution, of this association. We have worked tirelessly to re-engage membership and councils to help determine the future of our organization.

From this initiative, our membership identified several key priorities which we began tackling together.

One of our top priorities is something I am also personally passionate about — advocacy.

CGP responded to our members’ requests by stepping up our efforts in the area of advocacy. We introduced blog updates and monthly conference calls to strengthen this important component of CGP. We enjoyed great membership engagement in our monthly advocacy update calls, demonstrating the wide potential and reach of these new tools.

CGP promotes charitable gift planning and philanthropy with established positions that guide our advocacy initiatives. This year, CGP took a formal position on three matters related to tax reform and charitable giving: the charitable tax deduction, the IRA Charitable Rollover, and the Johnson Amendment. At the time of this writing, we are actively advocating for the best outcome for charitable organizations and their donors in the proposed Tax Bill.

Our membership also indicated that education and professional development is a top priority.

CGP’s newly branded online presence provides education and research for all career phases. We introduced CGP Link as our new Gift-PL and more. This community platform is a place to share ideas, ask questions and solve problems with gift planning peers from across the globe – providing the information you need, when you need it.

In addition to our online initiatives, we provide access to education for our members through the annual conference.

This year, we were proud to provide scholarship opportunity for four individuals to attend the national conference. Without the generosity of several anonymous individuals, these individuals would not have benefited from this tremendous learning experience. We received nearly 100 applications and look forward to helping to grow this program even more in the future.  

Another exciting outcome this year was the creation of the CGP Awards Program.  At October's  national conference, we announced the inaugural recipients of several awards:

  • CGP Rising Star Award - Tiffanie Purvis, Planned Giving Officer Southern Poverty Law Center. The Rising Star Award recognizes the talent and potential of a newcomer to the field of charitable gift planning, whether as practitioner, advisor, consultant or other.
  • CGP Council of the Year - The Greater Cincinnati Planned Giving Council. The CGP Council of the Year Award recognizes a council that demonstrates significant achievement in the preceding year. This award celebrates innovative programming, special events, membership growth, community impact and other areas of contribution to the charitable gift planning field.  And, finally, the
  • CGP Hall of Fame - Terry Simmons, in memoriam. The CGP Hall of Fame recognizes pioneers in the field of gift planning.  Mrs. Karen Simmons was present to accept the award on behalf of her late husband, who earned this esteemed honor as the first inductee through  dedication and service throughout his career.

All of this would not have been possible without significant work behind the scenes, and for this I want thank this year’s board and staff at the national headquarters. If not for their tireless efforts, we would not have seen such improvement and growth in effective promotion of charitable gift planning. Thank you!

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Topics: Advocacy, Education, Conference, CGP Link