Planned Gift Fundraising Standards

Nathan Stelter, the chair of the board of the National Association of Charitable Gift Planners (CGP), discussed the recently issued Standards which provide guidance for planned gift fundraising. The Standards, organized into three categories, outline the importance of leadership buy-in and sustainable program-building, realistic assessments of an organization’s ability and capacity to execute the program, and incorporating a donor-centric approach to planned giving donors. Stelter recommends keeping planned giving simple and realistic, understanding the donor's perspective, and treating them like family when it comes to planning a transformational gift. The National Standards for Gift Planning Success provide a framework for organizations to assess their current strategies and identify potential areas for growth in planned giving.