Successful gift planning programs can weather changing conditions and yield long-term benefits for donors and charitable organizations. The National Standards for Gift Planning Success, published in 2020 by the National Association of Charitable Gift Planners, describe the fundamental best practices of a well-constructed, sustainable gift planning effort. In this program you’ll hear about the evolution of the standards from a member of the task force that created them. And you’ll have a chance to consider whether gift planning best practices are actually in practice in your development shop. Whether your budget for gift planning is super-sized or shoestring, the National Standards for Gift Planning Success will help you cultivate your donors’ most significant gifts.
About the presenter:
Bruce Bigelow is a founding partner of Charitable Development Consulting, where he provides a broad range of service to development departments, including preparation for endowment campaigns, effective deployment of volunteers and development of planned giving programs. He serves as a mentor for a variety of organizational planned giving programs, providing technical counsel as well as strategic advice to a wide range of nonprofits. Bruce previously served as Senior Vice President at Hood College in Frederick, Maryland, and Associate Vice President for Development and, earlier, the Director of Planned and Major Gifts at Gettysburg College. During a three-year term on the board of directors of the National Committee on Planned Giving (now the National Association of Charitable Gift Planners, or CGP), Bruce chaired the national task force on planned giving research and chaired the task force that developed Guidelines for Counting and Reporting Charitable Gifts. He is a past chair of the national CGP Conference, a founding member and past president of the Chesapeake Planned Giving Council and a member of the CANARAS Group. Bruce has a BA from the College of Wooster in mathematics and history and both an MA and PhD from the University of Chicago.