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How to Count and Report Planned Gifts
Whether you're in a campaign or just totaling up results for the year, it's important to include all gifts, including planned gifts and commitments that haven't been received yet. CGP's Guidelines for Reporting and Counting Charitable Gifts help you honor fundraisers' hard work and donors' generosity without causing a collision between the bottom line and the pipeline. They're also an essential foundation for your stewardship plan, since it's impossible to steward donors whose gifts haven't been accurately counted. Scott Lumpkin and Bruce Bigelow helped to develop the guidelines, and they have years of experience applying them at a variety of organizations, both large and small. In this webinar, they'll help you develop a rationale for your counting policy and answer your questions about counting specific gifts.
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Join A Community 

Gain access to so much more in the CGP Link online community. This member-only benefit features discussion forums, member directory, education courses and a resources library of 500+ items.  Log in and start your conversation. 

Maximize Your Potential.

Discover new ways to reach your goals. The National Association of Charitable Gift Planners is your professional home—a place to learn, advocate and build your career through a national network of charitable planned giving peers. Join us

CGP Conference 

Gather with nearly 900 other charitable gift planners in Las Vegas October 17-19 for the CGP Conference.  Enjoy education for every professional, at every experience level, working in charitable giving. This conference offers a fantastic lineup of speakers, breakout sessions, pre-conference workshops, and six specialized education tracks. Registration will open in January.