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Monthly Luncheon: "National Planned Giving Metrics and Standards"

  • 19 Jan 2021
  • 12:00 PM - 1:30 PM
  • Virtual Program

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"CGP's National Standards

of Gift Planning Success"



   Joseph O. Bull, JD

   Principle

   Philanthropy Advisory Council



Your Gift Planning GPS:  What is the difference between a good gift planning program and a great one?  In the fall of 2020, CGP will publish National Standards for Gift Planning Success. The standards describe best-case scenarios for all aspects of a program, including management support, human capacity-building and donor-focused operations.  In this presentation, the Chair of CGP’s Metrics and Standards Task Force brings an update on the development of the GPS Standards and how they incorporate the challenging process of measuring the performance of gift planners and planned giving programs. We know that many gift planners struggle to have a “seat at the table” in their organizations.  Many gift planners also consider their metrics to be counterproductive, incentivizing the wrong behavior and imposing a short-term view on a long-term process. The CGP GPS Standards will provide large and small organizations a road map for program success and a realistic way to generate information that helps managers understand the importance of gift planners’ work.

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Many Thanks to our Program Partner!


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