National Coalition Advocates for the IRA Legacy Act

Spearheaded by the American Heart Association, a coalition of more than 50 leading national nonprofit organizations are advocating for the passing of the Legacy IRA Act. With the passage of H.R. 2954, “SECURE 2.0” by 414-5 in the House and a unanimous vote passed by the Senate Finance Committee of the (Enhancing American Retirement Now Act, or “EARN Act” this legislation is likely to come to a vote before the end of 2022.

See Talking Points Here

Expanded Universal Charitable Deduction Bills Introduced

On March 9th S. 618 was introduced into the Senate by Senator James Lankford of Oklahoma and H.R. 1704 was introduced into the House of Representatives by Representative Chris Pappas of New Hampshire. The bill titled Universal Giving Pandemic Response and Recovery Act would allow taxpayers who claim the standard deduction, rather than itemizing deductions, on their tax returns to take a deduction for charitable giving valued at up to one-third of the standard deduction (around $4,000 for an individual filer and $8,000 for married joint filers). This added giving incentive would be available for tax years 2021 and 2022.

2021 Conference Committee

The full agenda of educational sessions is created by a group of your gift planning peers. This ensures that the content selected is the most relevant, timely and useful. 

Cynthia Randazzo, CFRE, Chair

President & CEO, The Research Foundation

Rebecca Bibleheimer, Chair-elect

Senior Complex Gifts Officer, Oregon Community Foundation

Judi Cantor​

Director of Planned Giving, Dartmouth-Hitchcock Medical Centers and Dartmouth Geisel School of Medicine

Missy Ham-Cross​

Gift Planning Officer, American Red Cross

Diane Lai

Senior Advisor, Strategic Partnerships, Tides

Anne Melvin

Director of Training and Education, Harvard University

Andy Morrison

Vice President, Gift Planning, Kansas University Endowment Association

Ray Rotolo

Senior Director Planned Giving, Claremont McKenna College

Craig Wruck, Summit Track Dean

Senior Advisor, PGCalc


From the President and CEO

With optimistic news on access to vaccinations, implementation rates and a decline in the spread of COVID-19, CGP is preparing to make its decision about holding the 2021 CGP Conference as scheduled at the Rosen Centre in Orlando, FL, Oct. 4-6. CGP has intentionally delayed making this decision with the hope the environment will allow us to gather again in person. Our primary focus will always be the safety of our members. The Rosen Centre has recently reopened to meetings and is a certified Global Biorisk Advisory Council (GBAC) STAR Facility. The Rosen Centre is dedicated to following all recommended safety protocols for their events as determined by current conditions at the time of the conference.

Here is what we know now and what you can expect in the coming weeks.

CGP 2021 Virtual Conference

CGP will present a virtual conference this fall, whether or not we also hold an in-person conference. The CGP 2020 Virtual Conference was a great success, and we are making plans for an even better virtual conference this year. CGP will offer the best education on a high-quality customized platform to provide quality learning experiences and the opportunity for real-time engagement with fellow attendees. We will continue to expand the definition of a conference, offering opportunities to engage and learn with colleagues beyond the event and provide access to all sessions and materials throughout the year for attendees.

CGP Conference Timeline

March 15: Call for presentations opens. Proposals will be considered for both live and virtual presentations.
April 15: CGP Conference announced and registration opens.
April 16: Call for presentations closes.
We are excited about the prospect of coming together again in Orlando on Oct. 4-6. There is no substitute for personal interaction, sharing and learning and we hope this is the year we can gather again. We look forward to announcing the 2021 CGP Conference plans on April 15.

Michael Kenyon
President and CEO