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Activate your membership to connect with a national network of charitable gift planning peers and gain access to valuable resources.

About Your Membership

Understand how CGP membership works, discover our shared ethics and more.

Connect with a community of pros.

The National Association of Charitable Gift Planners is your professional home—a place to build your career and connect with a national network of charitable gift planning professionals.​

Education

We offer a wide range of educational opportunities—from our online resource library to webinars to in-person events—to help you keep your skills sharp.

Research

Data at your fingertips. Keep tabs on our latest research.

Standards

As a standard-setting organization, we provide these resources for all. Download models and best practices in PDF form.

Our position.

CGP gives a voice to the charitable gift planning industry in Washington. Read more.

Read the latest scoop.

Follow our blog for news and updates about what you need to know from Washington. Read more.

Join the action.

Join CGP and ask your elected officials to co-sponsor the Universal Giving Pandemic Response Act  Read more.

About The National Association of Charitable Gift Planners

CGP has grown with and for the charitable gift planning industry. From think tank conversations, to a federation of local councils, to a professional organization, we've evolved to serve members nationwide. Together, we build a bold future of smarter giving and bigger impact.

Find the education you need

Tap into education that will take your career to the next level. Search for conference papers, on-demand webinars, and live events. CGP members enjoy member-only pricing and discounts on events. 

 

Emerging Professionals Meet-up Series

This series is designed to allow you to connect with fellow Emerging Professionals with rotating topics hosted by a member of our steering committee. These are casual sessions, so please come as you are, bring your coffee or lunch, and get ready to learn and share.

Meet-ups are on the 4th Wednesday of the month at 1 p.m. Eastern. 

No cost to attend, but an RSVP is required. See you there!

July - no meet-up

Join CGP's Emerging Professionals on July 17 for Becoming a Gift Planning Detective

1-2 pm ET. See information and registration above.

August 28, 2024

Legacy challenges and how to plan for campaigns

Hosts: Jeanine Crider, Director of Planned Giving at Peninsula Open Space Trust, and Laura Brock, Director of Development at University of Louisville

RSVP HERE

September 25, 2024

Do you feel like you do it all?

Host: Anne Kathryn Zamkovsky, Senior Director of Gift and Estate Planning at Baylor College of Medicine

RSVP HERE

October 16

Are you ready to Conference?

Hosts: David Bernard, Assistant Director of Gift Planning at Western Michigan University, and Amanda Kiernan Martin, Executive Director, Philanthropy at Sutter Health

RSVP HERE

November 20

Post conference de-brief: What I learned, and can do today, tomorrow, and over the next year

Host: TBD

RSVP HERE

December - no meet-up

Emerging Professionals Webinar | How to Become a Gift Planning Detective - and stop leaving so much on the table!

Presented on July 17, 2024 | PURCHASE RECORDING

This webinar is based on a simple truth: before you get to explain to a donor how a Charitable Gift Annuity works, you must find somebody who wants or needs an income stream. Before you ask for a charitable distribution from an IRA you need to confirm your donor owns a qualified retirement plan. In this webinar, Dan Shephard will introduce you to Intentional Inquiry, how to use proven tools to uncover bigger gifts - tools that don’t leave so much potential on the table.

Emerging Professionals Webinar
QCD funded CGAs: Lessons Learned

Presented on March 20, 2024 | PURCHASE RECORDING

In December 2022 Congress passed Secure 2.0, allowing qualified charitable distributions to fund a one-time-only CGA or CRT. Over a year later, how has this new tool changed fundraising? Do donors really like this option? Ericka Webb of Boston College and Laura Alexander of TIAA Kaspick look back at the year to unveil trends and strategies they are seeing and what we have learned about this new merger of gifting vehicles.