VIRTUAL MEETING

Wednesday, October 14, 2020

Noon – 1:00 pm

Your Gift Planning GPS:

NACGP'S NATIONAL STANDARDS FOR GIFT PLANNING SUCCESS

JOE BULL

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 (GPS). 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.

Advance Reservations are Required

CGP Tampa Bay Members Free or $10.00 Donation

Guests - $15.00

Meeting Fee must be paid at time of reservation. 

You will receive the Zoom login information in the registration confirmation email. 

MEETING SPONSOR:

ANNUAL SPONSORS:

• American Cancer Society
• Community Foundation of Tampa Bay
• Fisher & Sauls, P.A. 
  
• Johns Hopkins All Children’s Hospital Foundation
• Johnson, Pope, Bokor, Ruppel & Burns, LLP
• Saint Leo University
• USF Foundation, Office of Gift Planning

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Joe Bull is a principal with Philanthropy Advisory Council.  With 35 years of experience in the philanthropic arena, he has served as Assistant Vice President of Development at Carnegie Mellon University, Senior Vice President for Community Engagement at the Columbus Zoo and Aquarium, and as Senior Philanthropy Officer for Global Priorities at The Nature Conservancy. Joe provided 16 years of service to his alma mater, The Ohio State University, primarily as Director of Planned Giving, and he began his career at Duke North Carolina State Universities. He was the 2005 Board Chair of the National Association of Charitable Gift Planners and is currently President-elect of the American Council on Gift Annuities Board of Directors. He was a member of the Editorial Advisory Board for Planned Giving Today for 15 years and is past President of the Central Ohio and North Carolina Planned Giving Councils. He is admitted to the Ohio and North Carolina bars.