NonprofitsNational Association Of Charitable Gift Planners Inc

Philanthropy, Voluntarism & Grantmaking Foundations

National Association Of Charitable Gift Planners Inc

INDIANAPOLIS, IN

Total revenue

$1.9M

Total expenses

$1.8M

Net assets

$1.5M

Grants received

$77K

2 grants

EIN

351796186

Tax year

2024

Mission

To assist the public in making effective philanthropic gifts to nonprofit organizations by encouraging and providing for the education and training of the charitable gift planning community, setting standards for the practice of charitable planning, and establishing communication and mentoring among charitable planning professionals.

Programs

3 programs

Member services: the organization provides education on charitable gift planning, including ethics and best practices, via both print and electronic media.

Expenses: $615KGrants: $3K

Advocacy: the organization provides education on gift planning issues, research, tools, strategies, and regulation on legislation governing charitable gift planning.

Expenses: $65K

The organization provides education on charitable gift planning including monthly electronic newsletters and reports, bi-monthly webinars, periodic research reports, and technical bulletins.

Financials

FY 2024

Revenue

Contributions & grants$604K
Program service revenue$1.2M
Investment income$50K
Other revenue$72K
Total revenue$1.9M

Expenses

Grants paid$3K
Salaries & benefits$759K
Fundraising
Other expenses$1.0M
Total expenses$1.8M
Total assets$1.6M
Net assets$1.5M

People

22 listed

NameRoleCompensation

MICHAEL KENYON

PRESIDENT &

Board

$205K

40 hrs/wk

MIKE BELL

SECRETARY

Board

AQUANETTA BETTS

BOARD DIRECT

Board

PATIENCE BOUDREAUX

BOARD DIRECT

Board

MEREDITH CAMP

BOARD DIRECT

Board

BOBBY COLLIER

BOARD DIRECT

Board

NICOLE ENGDAHL

CHAIR

Board

LIANA GARCIA

BOARD DIRECT

Board

BRAD GORNTO

BOARD DIRECT

Board

TAMISHA KEITH

BOARD DIRECT

Board

ROBERT KING

BOARD DIRECT

Board

CARLO LAURORE

CONFERENCE C

Board

NICOLA LAWRENCE

BOARD DIRECT

Board

STACEY MCKINLEY

BOARD DIRECT

Board

TRINA OLIDGE

CHAIR ELECT

Board

GREG SHARKEY

BOARD DIRECT

Board

STACY SULMAN

BOARD DIRECT

Board

MATTHEW TREADWELL

CONF. CHAIR

Board

MARK VERGENES

BOARD DIRECT

Board

ERICKA WEBB

TREASURER

Board

GEORGE WESTERMAN

BOARD DIRECT

Board

SIMON WILLIAMS

BOARD DIRECT

Board

Grants received

Showing 2 of 2

FromAmountPurposeYear
$76K
For grant recipient's exempt purposes
2020

Funded by

$77K from 2 funders · 2 grants · 2020

Details

EIN351796186
NTEE codeT50Z
Subsection03
Ruling date1992-07
Formed1988
Employees5
Volunteers228
NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS INC — Mission, Financials & Grants Received | Grantivo