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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. 

 

Conversational Gift Planning

Participate in live education to integrate practical skills into more meaningful and productive conversations. DAN Shephard WILL GUIDE PARTICIPANTS THROUGH THE FOUR DECISIONS EVERY DONOR MAKES TO LEARN THE SKILLS OF DONOR-PARTICIPATORY FUNDRAISING.
 

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Education in the CGP Shop

Access presentations from CGP Conference and gift planner salary reports in the CGP Shop. You can purchase individual sessions or the entire conference. CGP members get 50% off conference papers with discount codes. 

CGP Shop

Donor-focused Planning
Blended gifts allow donors to give something now, something later and something in between. By using the best assets at the best time, blended gifts add up to powerful impact for donors and for charities. Learn how two organizations started building that impact by breaking down the silos between major and planned gifts.
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Help Your Peers
Have you encountered out of the ordinary donor cases? We would love to hear about it. CGP is always looking for teachable moments to create education for our members. Share your story and help other charitable gift planners!
Share Your Story
How We Do It—Conversations about Gift Planning Success
CGP’s National Standards for Gift Planning Success outline the fundamentals of a great gift planning program. In these webinars, you’ll learn how organizations of all kinds are implementing NSGPS best practices. Each program features a team of experienced gift planners who share their advice and engage attendees in a lively chat to discover new paths to gift planning success.
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Standards & Best Practices
Model Standards of Practice for the Charitable Gift Planner
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Charitable Life Insurance Evaluation Guidelines
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Guidelines for Reporting and Counting Charitable Gifts
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Guidelines for Gift Planner Performance Metrics
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Valuation Standards for Charitable Planned Gifts
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