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array_files[0]=new Array(0,1,"./index.html","2007-07-05","5K","Home","",""," Home   Table of Contents        Welcome This CD contains reports and resource materials that were presented at the 2007 NCPG Assembly of Delegates, or which complement that program. These materials are also available in the Council Leadership Resources section at www.ncpg.org.  The NCPG Assembly of Delegates meeting consists of two parts: The NCPG Business Meeting and the Council Leaders Workshop. The Business Meeting is NCPG’s annual report to our members, and the Workshop is an education/training and networking opportunity to help councils strengthen their programs and membership. The Assembly is not only a governance meeting for NCPG; it’s a time to both learn and share knowledge with fellow council leaders.  The reports presented during the Business Meeting are organized according to NCPGs Ends Policies. The Ends Policies are statements of the specific outcomes that NCPG exists to achieve. All of NCPGs programs and activities are designed to support these ends. NCPGs complete Ends Policies can be read by clicking here. Your council is encouraged to use these as a template for developing similar outcomes statements to guide your activities.  Many of the documents on this CD are in PDF format. You will need Adobe Reader to view these PDF documents.  Click here to download Adobe Reader now.        Copyright NCPG 2007 ");
array_files[1]=new Array(0,1,"./trackingandcommunicating.html","2007-07-05","4K","Tracking and Communicating Success","",""," Tracking and Communicating Success   Table of Contents        Tracking and Communicating Success  This session addresses the importance of monitoring the use of the campaign—and how local LEAVE A LEGACY® organizers can share that information with partners and potential funders. Sample activities from local campaigns will be provided, along with best practice guidelines. A review of resources available in the LEAVE A LEGACY Program Resource Center will be included.  Click here for PowerPoint presentation.        Copyright NCPG 2007 ");
array_files[2]=new Array(0,1,"./taskforce.html","2007-07-05","3K","Stragegic Directions Task Force","",""," Stragegic Directions Task Force   Table of Contents        Strategic Directions Task Force  The Strategic Directions Task Force reports on its findings. The task force was created toevaluate thecurrent state of charitable gift planning and recommend new ways that NCPG can bestaddress these needs in the near-term andfuture. Click here for PowerPoint presentation.        Copyright NCPG 2007 ");
array_files[3]=new Array(0,1,"./searchresult.html","2007-07-05","3K","Home","",""," Home   Table of Contents                Copyright NCPG 2007 ");
array_files[4]=new Array(0,1,"./reportingandcounting.html","2007-07-05","3K","Reporting and Counting","",""," Reporting and Counting   Table of Contents        Reporting and Counting  This report provides an update on NCPG’s Guidelines for Reporting and Counting Charitable Gifts, including details on the latest draft, news of key endorsements, and information on how delegates can help promote their use.  Click here for PowerPoint presentation.        Copyright NCPG 2007 ");
array_files[5]=new Array(0,1,"./nominating.html","2007-07-05","3K","Nominating Report","",""," Nominating Report   Table of Contents        Nominating Report  This report shows the 2008 Board of Directors slate; lists members of the Nominating Committee; outlines the procedure for selecting the board slate; and lists qualifications of board candidates.   Click here for PowerPoint presentation.        Copyright NCPG 2007 ");
array_files[6]=new Array(0,1,"./nationalconference.html","2007-07-05","4K","National Conference on Planned Giving","",""," National Conference on Planned Giving   Table of Contents        National Conference on Planned Giving  The National Conference on Planned Giving is the annual educational conference for charitable gift planners. This report provides detailed information on the dates and location of the 2007 National Conference on Planned Giving. The report also previews some of the event highlights, as well as the session formats.  Click here for PowerPoint presentation.          Copyright NCPG 2007 ");
array_files[7]=new Array(0,1,"./journalofgiftplanning.html","2007-07-05","3K","Journal of Gift Planning","",""," Journal of Gift Planning   Table of Contents        Journal of Gift Planning/Online Library  This report contains results of The Journal of Gift Planning Readership survey; provides a list of members of the Editorial Advisory Committee; includes usage statistics for the Online Library; and outlines some basic information about how to access the Online Library.  Click here for PowerPoint presentation.        Copyright NCPG 2007 ");
array_files[8]=new Array(0,1,"./introduction.html","2007-07-05","4K","Introduction to the Assembly of Delegates","",""," Introduction to the Assembly of Delegates   Table of Contents        Introduction to the Assembly of Delegates  This introduction to the 2007 Assembly of Delegates provides an overview of the event and outlines NCPGs Ends Policies, which guide all NCPG programs and activities.  Click here for PowerPoint presentation.              Copyright NCPG 2007 ");
array_files[9]=new Array(0,1,"./insuranceguidelines.html","2007-07-05","4K","Charitable Life Insurance Guidelines","",""," Charitable Life Insurance Guidelines   Table of Contents        Charitable Life Insurance Guidelines  This report summarizes the key points of NCPG’s Charitable Life Insurance Evaluation Guidelines and demonstrates how they canbe used bycharitable gift planners to evaluate the appropriateness of insurance gifting plans for theirinstitutions.  Click here for PowerPoint presentation.              Copyright NCPG 2007 ");
array_files[10]=new Array(0,1,"./governmentrelations.html","2007-07-05","3K","Government Relations","",""," Government Relations   Table of Contents        Government Relations  This report takes a look atNCPG’sagenda for the 110th Congress, with a special focus on the IRA Charitable Rollover and NCPG’sadvocacy efforts.  Click here for PowerPoint presentation.        Copyright NCPG 2007 ");
array_files[11]=new Array(0,1,"./giftplannerprofile.html","2007-07-05","4K","Gift Planner Profile 5","",""," Gift Planner Profile 5   Table of Contents        Gift Planner Profile 5 Gift Planner Profile 5 is the latest NCPG survey that collects information on key demographics and professional practices. This report provides important details on the survey, and on when and where the findings will be reported. Click here for PowerPoint presentation.             Copyright NCPG 2007 ");
array_files[12]=new Array(0,1,"./financialoversight.html","2007-07-05","3K","Financial Oversight","",""," Financial Oversight   Table of Contents        Financial Oversight  This report explains the role of the Board of Directors and Treasurer in NCPG overseeing the fiscal aspects of NCPGs operations and management.  Click here for PowerPoint presentation.        Copyright NCPG 2007 ");
array_files[13]=new Array(0,1,"./financialmanagement.html","2007-07-05","3K","Financial Mangement","",""," Financial Mangement   Table of Contents        Financial Management  This report provides an overview of NCPGs 2006 year-end financials.  Click here for PowerPoint presentation.        Copyright NCPG 2007 ");
array_files[14]=new Array(0,1,"./donoradvisedfund.html","2007-07-05","3K","Donor Advised Funds Task Force","",""," Donor Advised Funds Task Force   Table of Contents        Donor Advised Funds Task Force  This report focuses on the work of the Donor Advised Funds Task Force, convened by NCPG for the purpose of providing comment to the IRS and the Department of Treasury, as research is conducted on the organization and operation of DAFs, as required by the Pension Protection Act of 2006.  Click here for PowerPoint presentation.        Copyright NCPG 2007 ");
array_files[15]=new Array(0,1,"./councilservices.html","2007-07-05","4K","Council Services","",""," Council Services   Table of Contents        Council Services/Strategic Planning  This report demonstrates the various ways NCPG supports planned giving councils, describes new tools that have been developed for councils, and provides membership statistics.  Click here for PowerPoint presentation.              Copyright NCPG 2007 ");
array_files[16]=new Array(0,1,"./businessmeeting.html","2007-07-05","3K","LEAVE A LEGACY Business Meeting Report","",""," LEAVE A LEGACY Business Meeting Report   Table of Contents        LEAVE A LEGACY® Business Meeting Report This report will include an update on the status of LEAVE A LEGACY®, the resources provided to local councils and a preview of the new LEAVE A LEGACY video PSA.  Click here for PowerPoint presentation.        Copyright NCPG 2007 ");
array_files[17]=new Array(0,1,"./attractingpartnerssummary.html","2007-07-05","4K","Attracting and Engaging Partners ","",""," Attracting and Engaging Partners   Table of Contents        Attracting and Engaging Partners This session addresses how local LEAVE A LEACY® organizers can attract and engage nonprofit and corporate partners. Sample activities from local campaigns will be provided, along with best practice guidelines. A review of resources available in the LEAVE A LEGACY Program Resource Center will be included.  Click here for PowerPoint presentation.        Copyright NCPG 2007 ");
array_files[18]=new Array(0,1,"./_070507assemblybuttoncode.html","2007-07-05","0K","./_070507assemblybuttoncode.html","",""," ");
array_files[19]=new Array(0,32,"./PPT/DonorAdvisedFundsTaskForce.ppt","2007-07-05","48K","DonorAdvisedFundsTaskForce.ppt","",""," InetpubwwwrootNCPG_AssemblyCDPPTDonorAdvisedFundsTaskForce.ppt National Committee on Planned Giving Donor Advised FundsTask Force Presented By Eric Swerdlin, NCPG Board of Directors Member, DAF Task Force DAF CONTEXT DAFs hold 13 billion in assets Estimated 100,000 DAFs Aren’t addressed in tax code Free of private foundation regulation Study required by PPA 2006 Comments requested April 2007 DAF Task Force CHARGE Regulatory Comment to IRS/Treasury PPA of 2006 Development of Best Practices REGULATORY COMMENTS Comments Cover: Definition Disclosure Advantages/Disadvantages Charitable Deduction Donor Control Minimum Distributions and more…………….. Full Text of Comments Available at: www.ncpg.org Other Comments by…….. COF Nonprofit Panel (IS) GAO NCRP ABA Best Practices The Discussion Continues………. DAF TASK FORCE Jonathan Ackerman, Esquire (Chair) Ann Barden Oregon Health & Science University Fnd Aviva Shiff Boedecker, Marin Community Fnd Wendell Bryce Cornell University Erik Dryburgh Esquire Anne McClintock, Harvard University Dana Ward The Nature Conservancy Melanie Schnoll-Begun, Citigroup Smith Barney Philanthropic Services Eric Swerdlin ChesterCAP, LLC The Task Force Charge is two-fold: Develop and submit comments to IRS/Treasury Develop NCPG-recommended Best Practices/Guidelines The NCPG Donor Advised Funds (DAF) Task Force has been appointed to develop and make recommendations for regulatory comment and NCPG sanctioned best practices in the creation, management, and operations of donor advised funds.  ");
array_files[20]=new Array(0,32,"./PPT/GovernmentRelations.ppt","2007-07-05","625K","GovernmentRelations.ppt","",""," InetpubwwwrootNCPG_AssemblyCDPPTGovernmentRelations.ppt National Committee on Planned GivingGovernment Relations Charitable Gift Planning has a Central Voice and Advocate in NCPG Presented by: Craig C. Wruck Government Relations Chair Government Relations: The Year in Review Pension Protection Act of 2006 Reforms Tangible personal property Valuation issues Donor advised funds and support organizations Incentives Contributions for conservation purposes Basis adjustment for Sub-S contributions IRA charitable rollover Government Relations: The Year in Review Pension Protection Act IRA Rollover Non taxable “Qualified Charitable Distribution” Through December 31, 2007 only Limited to 100,000 per year IRA owner age 70½ or older Distribution direct to public charity Outright gifts only No donor advised funds No support organizations Government Relations: The Year in Review Pension Protection Act IRA Rollover It’s a start, a foot in the door NCPG is the main voice: NY Times, Wall Street Journal, other media Proof is in the pudding: NCPG IRA Gifts Survey 4,193 contributions reported as of 6/4/07 More than 75,000,000 Contributions ranged from 25 to 100,000 The survey has widely reported in the press, cited by legislators Government Relations: The Year in Review What’s next? “Public Good IRA Rollover Act” (H.R. 1419 and S. 819) Introduced, both chambers, March 2007 Bipartisan sponsorship (53 House, 13 Senate) Authors included NCPG’s IRA Gifts Survey Results in their floor statements Senator Dorgan thanked NCPG for our work IRA Rollover is “on the radar” of the House Ways and Means Committee Government Relations: The Year in Review Why NCPG Supports S. 819 and H.R. 1419 Permanent Removes 100,000 Limit Planned gifts beginning at age 59˝ Government Relations: The Year in Review A strong coalition is making the case Charity sign-on letter co-drafted by NCPG and Independent Sector (sent out to entire IS membership) NCPG and ACGA co-sponsoring upcoming meetings between key charity officials and Congressional  ");
array_files[21]=new Array(0,32,"./PPT/CharitableLifeInsuranceGuidelines.ppt","2007-07-05","62K","CharitableLifeInsuranceGuidelines.ppt","",""," InetpubwwwrootNCPG_AssemblyCDPPTCharitableLifeInsuranceGuidelines.ppt National Committee on Planned GivingCharitable Life Insurance Guidelines Charitable Gift Planning has a Central Voice and Advocate in NCPG Presented by: Craig C. Wruck Chair, Insurance Guidelines Task Force 2005: Charitable Life Insurance Guidelines Guiding Principles Both objective/quantitative & subjective/qualitative factors Do not be pressured into decision Nothing of value comes for free Serve charitable interests of donor Stepped analysis allows efficient use of staff effort & resources 2005: Charitable Life Insurance Guidelines Organizational Considerations How will priorities be served Best use of staff time/effort Optimum gift from each donor Identity & roles of all parties specified Borrowing for investment purposes Effect of non-disclosure agreements Examples of other successful programs 2005: Charitable Life Insurance Guidelines Economic Analysis Present value of future payoff less present value of outlays weighted for probability Quantify probable contingencies/risks Years to expected payoff Performance under “stress tests” 2005: Charitable Life Insurance Guidelines Financial Analysis Chart money flows Investigate financial soundness & reputation of all companies involved Identify & quantify all amounts likely to be paid by the charity Effect & likelihood of collateral or other guarantees 2005: Charitable Life Insurance Guidelines Structural & Risk Analysis Identity, roles and responsibilities of each party Reputation risk to charity if third party lenders/investors involved Understanding donors’ life insurance capacity Reasonable pricing 2005: Charitable Life Insurance Guidelines Conclusion “Ultimately, each proposal for an application of life insurance to charitable giving will have to be judged on its own merits to determine, first and foremost, whether or not the proposal will produce value for the charity and assist the donor in the achievement of his or her charitable objectives. If a proposal or program fails   ");
array_files[22]=new Array(0,32,"./PPT/NominatingReport.ppt","2007-07-05","70K","NominatingReport.ppt","",""," InetpubwwwrootNCPG_AssemblyCDPPTNominatingReport.ppt National Committee on Planned GivingNominating Committee Presented by: Wally Munro Chair, 2007 Nominating Committee © 2007 • National Committee on Planned Giving® Process Nominations from councils and individuals Personal interviews with all candidates Written questionnaire Qualifications Motivations Leadership experience © 2007 • National Committee on Planned Giving® Qualifications Considered Leadership ability and experience Gift planning knowledge and expertise Education and training NCPG experience Council experience Participation in NCPG activities and programs © 2007 • National Committee on Planned Giving® Additional Considerations Diversity Geographic Professional Gender Ethnic NCPG’s anticipated leadership needs © 2007 • National Committee on Planned Giving® Nominating Committee Charge Develop a slate that meets the current and future needs of NCPG Process that includes a review of NCPG current and future issues Bring new representation to the board Consider re-nominating individuals who have served prior terms on the board if those nominations would best equip NCPG to meet its governance needs © 2007 • National Committee on Planned Giving® NCPG’s Leadership Needs Special consideration in light of the Strategic Directions project Include some members of the Strategic Directions Task Force who could hit the ground running Include at least 3 new nominees Experience of the past… Fresh view to the future © 2007 • National Committee on Planned Giving® Nominating Committee Wally Munro, Chair, Planned Giving Group of Greater New York & Planned Giving Round Table of Southern California Ralph Allen, Kentuckiana Planned Giving Council Joe Bull, Central Ohio Planned Giving Council  Andy Latchem, Planned Giving Council of Upstate New York: CANARAS Russ Howes, Wisconsin Planned Giving Council Bob Lange, Planned Giving Council of South Central Wisconsin Wes Milligan, Northwest Planned Giving Roundtable Gary Pforzheimer, Planned Giving  ");
array_files[23]=new Array(0,32,"./PPT/FinancialOversight.ppt","2007-07-05","137K","FinancialOversight.ppt","",""," InetpubwwwrootNCPG_AssemblyCDPPTFinancialOversight.ppt National Committee on Planned GivingFinancial Oversight Presented by: Mark Melson Treasurer Board Monitoring Schedule for Financial Policies © 2007 - National Committee on Planned Giving® Guarantee the financial integrity of NCPG by setting financial policies and monitoring NCPG performance in adherence to those policies. Two areas of Board oversight: Operating performance Investment performance Role of the Board of Directors © 2007 - National Committee on Planned Giving® Ends Policies Specify what NCPG funds should be spent toward achieving Executive Limitations Policies Specify financial framework within which NCPG management must function Board Financial Oversight of Management Performance © 2007 - National Committee on Planned Giving® Audit Committee Guarantees independent assessment of operation funds management Investment Committee Guarantees independent assessment of investment funds management Board Financial Oversight of Management Performance © 2007 - National Committee on Planned Giving® General Executive Restraint The President shall not cause or allow any practice, activity, decision or organizational circumstance which is either illegal, immoral, imprudent, or in violation of commonly accepted business and professional ethics Executive Limitations PoliciesFinancial Management © 2007 - National Committee on Planned Giving® Fiscal Planning Fiscal planning during any fiscal period, 3 year planning period, or the remaining part of any fiscal period shall not deviate materially from Board Ends priorities, Board approved Audit Recommendations, and/or Endowment Policy, risk fiscal jeopardy, or fail to show a generally acceptable level of foresight. Executive Limitations PoliciesFinancial Management © 2007 - National Committee on Planned Giving® Financial Operations With respect to the actual, ongoing condition of NCPG’s financial health, the President may not cause or allow the development of fiscal jeopardy, or the expenditure of funds not in acc  ");
array_files[24]=new Array(0,32,"./PPT/JournalofGiftPlanningOnlineLibrary.ppt","2007-07-05","91K","JournalofGiftPlanningOnlineLibrary.ppt","",""," InetpubwwwrootNCPG_AssemblyCDPPTJournalofGiftPlanningOnlineLibrary.ppt National Committee on Planned GivingThe Journal of Gift PlanningNCPG Online Library Gift Planners are well-trained and competent Presented by: Barbara Yeager Editor, The Journal of Gift Planning Where’s the CONTENT of the Syllabus? In The Journal and the Library Unique resources A service to members and to the field Vehicles for collaboration Readers’ gift planning experience 3 or fewer years22% 4 to 10 years36% More than 10 years42% Time spent on gift planning Less than 25%35% 25% to 74%30% 74% to 99%15% 100%20% Readers are “Very Interested” in… Marketing planned gifts83% Donor or client trends/demographics73% Characteristics/statistics from  other gift planning programs 61% Program administration53% Regulation of planned gifts51% Coming soon… Best practices (from basic to advanced) for charitable gift annuities How planned giving/endowment programs affect the development culture and long-term focus of the charity Philanthropy and long-term care planning Coming soon… Your contribution to the Legacy File What have you learned about gift planning from your favorite donors or clients? For your colleagues, not prospects Editorial Advisory Committee Kathryn Miree (consultant) Cheryl Cooper (Fifth Third Bank) Marjorie Houston (Wheaton College) Stephen Link (Georgetown Univ.) Neal Myerberg (attorney) Seeking two new members! Highlights 2006 conference proceedings available in September. All Journal articles and most conference papers since 2000 are available. Library contains more than 250 articles. Full Text Downloads A few tips… FREE to NCPG members Read the documentation Advanced search Sign up for new content alerting Tell your friends © 2007 • National Committee on Planned Giving® The Journal of Gift Planning The Journal of Gift Planning The Journal of Gift Planning The Journal of Gift Planning The Journal of Gift Planning The Journal of Gift Planning NCPG Online Library NCPG Online Library NCPG Online Library Editorial R  ");
array_files[25]=new Array(0,32,"./PPT/AttractingandEngagingPartners.ppt","2007-07-05","1756K","AttractingandEngagingPartners.ppt","",""," InetpubwwwrootNCPG_AssemblyCDPPTAttractingandEngagingPartners.ppt Attracting and Engaging Partners National Committee on Planned Giving Assembly of Delegates - July 12, 2007 Setting the Stage Understand the purpose of LEAVE A LEGACY® Identify potential partners Make the case for partnership Maintain direct communication Defining the Campaign LEAVE A LEGACY is… A public awareness campaign to encourage the public to make bequests A broad-based cooperative effort Supported by planned giving council(s) LEAVE A LEGACY is not… A program to teach planned giving to charities, fundraisers and/or advisors A membership organization A charitable organization A program for use by one organization What Makes it Work? Broad-based coalition of charities and donor advisors working together to promote bequest giving Campaign Elements LEAVE A LEGACY® campaign materials: Print ads Brochures Posters Billboards and bus signs Radio PSAs Media tools **New video PSA Campaign Elements Volunteer Resources Volunteer Resources Program Resource Center at www.ncpg.org Case statement Boilerplate text Partnership promotion guide Local Licensing Agreement Graphics guide Partner Resources     Partner Resources Campaign Logo Letterhead, post cards Business cards Newsletters Web sites Partner Resources Ways to Use Campaign Materials Logo Print ads Brochures Posters Billboards and bus signs Radio PSAs Media tools     Partner Resources Brochure Customize Print inserts Display in offices Include in mailings         Partner Recognition Sample Activities Publication Supplements Iowa Missouri Indiana Florida Sample Activities Local Awards Voices of Giving - OH LEAVE A LEGACY Award - FL     Sample Activities Governors’ Proclamations  Michigan Indiana Connecticut Oregon Sample Activities Will Events Arizona Missouri Ohio Texas West Virginia Sample Activities A few other ideas… Letters to the editor Press releases featuring local bequests Engage partners in senior expos and other events Summary Set manageable goals Build your partner network Nurtu  ");
array_files[26]=new Array(0,32,"./PPT/BusinessMeetingFinal.ppt","2007-07-05","871K","BusinessMeetingFinal.ppt","",""," InetpubwwwrootNCPG_AssemblyCDPPTBusinessMeetingFinal.ppt Campaign Resources Overview: Comprehensive media campaign LEAVE A LEGACY® Program Resource Center National Web presence Media Campaign A national campaign implemented in local communities that includes: Print ads Radio PSAs Brochures Posters Billboards and bus signs Media tools National Impact 85+ programs in 39 states 1M+ publication hits PSA to be included on DVD Measures of Success Widespread, collaborative support and use Consistent branding Data collection Campaign Addition LEAVE A LEGACY® PSA Standard and widescreen Presented by Bill Cobbs Custom version featured on The Ultimate Gift DVD 85+ registered programs in 39 states To support programs in identifying local coverage, NCPG utilizes a media tracking service. In the past year, there have been 1M+ publication hits. **This figure represents only the circulation number for publications that have run LEAVE A LEGACY articles. The figure does not include ads, events, distribution among partners, etc. The LEAVE A LEGACY public awareness campaign has been designed to achieve the following objectives: Capture attention with a simple primary message Focus on bequests since this vehicle is simplest for both donors and charities The focus on bequests is particularly important because, for a campaign message to have an impact, it must be concise and easy to understand.  NCPG provides support to councils who sponsor LEAVE A LEGACY efforts in three key areas: A comprehensive media campaign The LEAVE A LEGACY Program Resource Center Program management resources Campaign implementation tools Evaluation mechanisms The national www.leavealegacy.org Web site As a result of our partnership with The Ultimate Gift, a LEAVE A LEGACY PSA is now available to all registered programs. Provided in both standard and widescreen formats Features actor Bill Cobbs Custom version will appear in the “special features” section of The Ultimate Gift DVD. Measures of success include: Widespread, collaborative support and use of t  ");
array_files[27]=new Array(0,32,"./PPT/TrackingandCommunicatingSuccessFinal.ppt","2007-07-05","640K","TrackingandCommunicatingSuccessFinal.ppt","",""," InetpubwwwrootNCPG_AssemblyCDPPTTrackingandCommunicatingSuccessFinal.ppt Tracking and Communicating Success National Committee on Planned Giving Assembly of Delegates - July 12, 2007 Activity Tracking Matters Establishes reach of campaign message Demonstrates value proposition to partners and funders Identifies areas for improvement and/or growth opportunities Which Activities to Track Keep a record of all media transactions that expose the public to the campaign’s message.  Laying the Groundwork Utilize Local Licensing Agreements Create a system for managing data Request contact information and activity updates from partners Know your market size Partner Activity Campaign Logo Use Business cards Letterhead Newsletters Publications Web sites Partner Activity Additional Opportunities Brochures Advertisements Posters Events (e.g., will events) Donor stories Community Activity Advertisements Press Coverage Outdoor media Events Posters Local campaign vehicles: Community Activity Campaign Web sites Council Web sites Radio PSAs Television PSAs Partner newsletter Local campaign vehicles: Sharing Your Success Reporting Options: Press releases Partner/Grant reports Web site features Local case statement Awards programs  ");
array_files[28]=new Array(0,4,"./PDF/presidentbio.pdf","2007-07-05","80K"," Microsoft Word - President and CEO bio.doc","","","TANYA HOWE JOHNSON, CAE President and CEO National Committee on Planned Giving 233 McCrea Street, Suite 400 Indianapolis, IN 46225 Phone 317/269-6274 Fax 317/269-6276 thjohnson@ncpg.org www.ncpg.org Tanya Howe Johnson is president and chief executive officer of the National Committee on Planned Giving Inc. (NCPG), a national professional association whose individual members and 130 councils (chapters) include more than 10,000 fundraisers, attorneys, and financial advisors involved in the process of helping donors plan and make major charitable gifts. During Ms. Johnsons 15 years as CEO, NCPG has developed the award-winning publication, The Journal of Gift Planning; launched LEAVE A LEGACY®, an national award-winning donor education campaign; created standards for the valuation and campaign counting of charitable gifts; issued guidelines for evaluating the use of insurance in charitable giving; promoted ethical guidelines for planned gift fundraising; and advocated widely for legislation and regulation that encourages responsible philanthropy. Throughout her career, Ms. Johnson has served as a distinguished ambassador to the national and international philanthropic community. She has met with President George W. Bush and numerous members of Congress to discuss important laws pertaining to charitable giving, including leading NCPGs successful effort to secure passage of charitable IRA rollover legislation. Ms. Johnson served on the national advisory committee for the U.S. Postal Service issuance of the Giving and Sharing postage stamp. She founded the International Gift Planning Alliance, and represented NCPG at the International Fundraising Congress in the Netherlands.  In 1999 Ms. Johnson received the Association Executive of the Year award from the Indiana Society of Association Executives (ISAE). In 2004, Ms. Johnson was selected as the national honor initiate for Sigma Kappa Sorority. In 2007, she received the Professional Achievement Award from her alma mater, Columbia College (Missouri). Ms. Johnson has be  ");
array_files[29]=new Array(0,4,"./PDF/MarketingYourCouncil.pdf","2007-07-04","21K"," Microsoft Word - Marketing Your Council.doc","","","Twelve Months of Council Marketing... and a partridge in a pear tree January Hold a special meeting with a topic of interest to CEOs, VPs of Development, Executive Directors, and other key organizational decision makers. Suggested topics: - How valuable are planned gifts? - Whats the cost to raise a planned gift dollar? - A donors perspective on the possibilities of blended giving (combining current and deferred gifts) Notes: These are the folks who decide whether an organization supports staff membership in your council. Show them that you are worth it. Encourage members to bring a key organizational leader to the meeting as a free guest. Give members written or electronic information about the program that can be shared in advance. Check the leadership track at the National Conference on Planned Giving for program topic ideas. February Call, send a note, or email every CEO or organizational leader who attended and thank them for supporting their staff members participation in your council. Notes: Ask CEOs if they have thoughts on areas theyd like staff to get more training in. March Hold a joint meeting with the local AFP chapter. Notes: Choose a topic combining planned and major gifts. This is a good opportunity for a panel to discuss successful collaborations or how to move a planned gift prospect to a major current gift or visa versa. April Send a note to all AFP members who attended with a copy of your program calendar for the rest of the year. Allow them to attend the next meeting at the member rate. May Hold an Intro to Planning Giving mini-conference. Notes: Introduction to techniques in the morning; lunch panel on how to introduce planned giving into donor calls and conversation; afternoon on steps to getting started. Do a mass mailing or fax to all of the nonprofits in the area. Give a discounted price for the entire day and offer each segment separately.  June Hold a joint meeting with the local Estate Planning Council. Plan far enough in advance to get CE credit. Focus on a charitable planning vehi  ");
array_files[30]=new Array(0,32,"./PPT/GiftPlannerProfile5.ppt","2007-07-03","78K","GiftPlannerProfile5.ppt","",""," InetpubwwwrootNCPG_AssemblyCDPPTGiftPlannerProfile5.ppt National Committee on Planned GivingGift Planner Profile 5 Charitable gift planning is widely recognized as bringing value to charitable organizations and estate planning practice Presented by: Bruce Makous and Brian Sagrestano GPP5 Taskforce Members Who is doing charitable gift planning. How they’re doing it. Their experience in key areas. Their career expectations. Gift Planner Profile 5 Latest in a series since 1992 8,000+ NCPG members and council members as base Demographics and professional practices Helps NCPG tailor programs/services Helps members evaluate work environments Separate questions for for-profit advisors Customized salary profiles High priority “practice” questions Track trends in job satisfaction and turnover Understand new trends Survey link distributed to all NCPG members via e-mail Responses collected for about 6 weeks Key findings reported in Journal Complete results on NCPG website Salary profiles available before end of 2007 Next Gift Planner Profile… RESPOND to the survey Encourage council members, friends and colleagues to respond Plan 2008 council programming based on findings Share key findings with your managers (salary data, job expectations, etc.) Joe Hodges, attorney Bob Lew, financial planner Bruce Makous, MS Association Brian Sagrestano, University of Pennsylvania Paula Schubert, World Vision Reine Shiffman, consultant to nonprofits Charlene Tarver, Phoenix Children’s Hospital © 2007 • National Committee on Planned Giving® We’d ALL like to know… How we find out… What’s new in GPP5 What happens next… What you should do… GPP5 Taskforce Ideas for council programs based on GPP5 findings Request local profile from NCPG (no charge) and report on professional demographics and practices in your area Panel of people who represent key demographics or practices (e.g., people who spend small percentage of time on gift planning, advisors who always raise the issue of philanthropy, etc.) to discuss challenge  ");
array_files[31]=new Array(0,4,"./PDF/BoardBios.pdf","2007-07-03","43K"," Microsoft Word - Board Bios.doc","","","Andrea Latchem (Chair) is assistant vice president, alumni relations and senior philanthropy adviser at Syracuse University, Syracuse, New York. Previously, she served as executive director of development for gift and estate planning for Syracuse. Andrea has more than 20 years of experience in planned giving, including positions with the Salvation Army and two former positions with Syracuse University. She is a member of both CANARAS and the Planned Giving Council of Upstate New York and has served both councils as president. Latchem is also an associate member of the Estate Planning Council of Central New York. She is currently chairing the Planned Giving Task Force for the United Way of Central New York and is a member of the St. Camillus Foundation Board and the advisory board of the Skaneateles Festival. Latchem is chair of the 2007 NCPG Board of Directors. Council membership: Planned Giving Council of Upstate New York, CANARAS Jan S. Adams is senior vice president of State Street Global Advisors (SSgA). She is responsible for managing the firms Charitable Asset Management Group. She has more than 25 years of not-for-profit and financial services experience. Prior to joining SSgA in 2000, Ms. Adams was a first vice president for Mellon Private Asset Management. Before that, she was manager of Fleet Bank and Bank of New Englands Not-for Profit Commercial Lending Division. As a volunteer, Ms. Adams has served on numerous boards, including the Planned Giving Group of New England, Boston Architectural Center, Boston YWCA, and Handel & Haydn Society. She is also a member of the Boston Estate Planning Council and NEAHP. Council membership: Planned Giving Group of New England, Planned Giving Group of Greater New York, National Capital Gift Planning Council, Pittsburgh Planned Giving Council Ann Barden is gift planning director at Oregon Health and Science University in Portland, Oregon. She has served in a number of capacities at The San Francisco Foundation, as development director at The San Francisco SPCA, as t  ");
array_files[32]=new Array(0,32,"./PPT/IntroductiontotheAssemblyofDelegates.ppt","2007-07-03","117K","IntroductiontotheAssemblyofDelegates.ppt","",""," InetpubwwwrootNCPG_AssemblyCDPPTIntroductiontotheAssemblyofDelegates.ppt 2007Assembly of DelegatesNational Committee on Planned Giving Presented by: Tanya Howe Johnson NCPG President & CEO © 2007 • National Committee on Planned Giving® © 2007 • National Committee on Planned Giving® Who are you? Members Constituents Council leaders At this meeting… THE OWNERS © 2007 • National Committee on Planned Giving® You’ll meet… Board of Directors NCPG Staff Other Council Leaders © 2007 • National Committee on Planned Giving® Our purpose… LINKAGE: Two-way communication to refine our common understanding of the value NCPG should deliver, and to empower you to deliver that value to the others in your community. © 2007 • National Committee on Planned Giving® The agenda… Part 1 — Business Meeting Part 2 — Council Leaders’ Workshop © 2007 • National Committee on Planned Giving® Why does NCPG exist? What good do we accomplish? For what people? At what cost? © 2007 • National Committee on Planned Giving® What good? Charitable gift planning is widely practiced © 2007 • National Committee on Planned Giving® What good? NCPG is the voice of charitable gift planning © 2007 • National Committee on Planned Giving® What good? Planned Giving Councils are vibrant, healthy and well-supported by NCPG © 2007 • National Committee on Planned Giving® What good? Charitable gift planning is widely recognized as bringing value to charitable organizations and estate planning practice © 2007 • National Committee on Planned Giving® What good? Charitable gift planners are well-trained and competent © 2007 • National Committee on Planned Giving® For what people? Our owners: Full-time gift planners (16% of all members) Donor advisors who incorporate charitable planning in their practice (16% of all members) Nonprofit development professionals involved in some way in gift planning (67% of all members) © 2007 • National Committee on Planned Giving® For what people? Other audiences: CFOs a  ");
array_files[33]=new Array(0,32,"./PPT/FinancialManagement.ppt","2007-07-03","124K","FinancialManagement.ppt","",""," InetpubwwwrootNCPG_AssemblyCDPPTFinancialManagement.ppt National Committee on Planned GivingFinancial Management Financial Oversight Presented by: Tanya Howe Johnson NCPG President & CEO © 2007 - National Committee on Planned Giving® Responsible for the financial management of NCPG within the guidelines set by the Board of Directors: Ends Policies Executive Limitations Policies Role of CEO © 2007 - National Committee on Planned Giving® Revenue Actual 2006 © 2007 - National Committee on Planned Giving® Expenses Actual 2006 © 2007 - National Committee on Planned Giving® Revenue (Budget) 2007 © 2007 - National Committee on Planned Giving® Expenses (Budget) 2007 © 2007 - National Committee on Planned Giving® Allocation of Dues 10% 10% Government Relations 9% 11% Communications 5% 0% Public/Media Relatioins 6% 13% LEAVE A LEGACY 6% 0% Special Projects 2% 5% Research 13% 6% Education 31% 34% Membership Services 18% 21% Membership Support 2007 2006 © 2007 - National Committee on Planned Giving® (72,193) Net Loss (10,484) Capital Expense (16,215) Depreciation Expense 177,807 Cash Flow 250,000 Transfer from Reserves (45,494) Net Loss 1,968,414 Total Expense 1,922,920 Total Revenue 2006 Actual © 2007 - National Committee on Planned Giving® National Committee on Planned GivingFinancial Management Presented by: Tanya Howe Johnson NCPG President & CEO © 2007 - National Committee on Planned Giving®  ");
array_files[34]=new Array(0,32,"./PPT/CouncilServicesStrategicPlanning.ppt","2007-07-03","75K","CouncilServicesStrategicPlanning.ppt","",""," InetpubwwwrootNCPG_AssemblyCDPPTCouncilServicesStrategicPlanning.ppt National Committee on Planned GivingCouncil Membership and Services Presented by: Tanya Howe Johnson NCPG President & CEO © 2007 • National Committee on Planned Giving® Council and Individual Membership 128 Planned Giving Council Members 6500 NCPG individual members Total membership of approximately 10,000 fundraisers, donor advisors, consultants and planned gift service providers who make up the charitable gift planning community © 2007 • National Committee on Planned Giving® © 2007 • National Committee on Planned Giving® 6137 1519 362 78% 5 Total NCPG & Council Members……….... Total Council-only Members……………… Total NCPG-only Members……………….. Council Membership Retention Rate…….. Average New Members per Council……… Membership Statistics* January 1 – May 31, 2006 * Based upon data from 100 councils participating in ICDMS. Vibrant, well-supported councils Since June 2005: President assisted 6 councils in developing or updating strategic plans President spoke at 6 council meetings and conferences Board members spoke at over 30 council programs and conferences © 2007 • National Committee on Planned Giving® Vibrant, well-supported councils Integrated Council Data Management Service 100 councils currently on ICDMS provides data management, dues billing, credit card option allows NCPG to have contact with council members convenient for members and council leaders/administrators © 2007 • National Committee on Planned Giving® Vibrant, well-supported councils 501(c)(3) umbrella Councils may choose to be included under NCPG’s federal nonprofit umbrella exemption Must still apply for state tax exemption Must file council 990 if receipts over 25,000 100 councils currently participating © 2007 • National Committee on Planned Giving® Vibrant, well-supported councils Ongoing Services New council start-up assistance Presidents Listserv Online Speakers Bureau Directory Annual Council Leaders  ");
array_files[35]=new Array(0,32,"./PPT/ReportingandCounting.ppt","2007-07-03","116K","ReportingandCounting.ppt","",""," InetpubwwwrootNCPG_AssemblyCDPPTReportingandCounting.ppt National Committee on Planned GivingGuidelines for Reporting andCounting Charitable Planned Gifts Planned gifts are common… Presented by: Russ Howes NCPG Chair-elect © 2007 • National Committee on Planned Giving® © 2006 - National Committee on Planned Giving® Task Force Charge Produce guidelines for counting and reporting gifts Recognize that charities may conduct annual and multi-year “campaigns” Focus on reports charitable organizations make to their external constituencies © 2006 - National Committee on Planned Giving® Key Principles These Guidelines: Are understandable Allow comparison among charitable organizations Consider the donor Focus on counting only Recognize the total development effort Recognize that campaigns can be annual or multi-year © 2006 - National Committee on Planned Giving® Key Findings Fundraising campaigns of whatever duration, should set three separate and complimentary goals and should report fundraising results along three complimentary dimensions: © 2006 - National Committee on Planned Giving® Key Findings Outright goal Irrevocable gift goal Revocable gift © 2006 - National Committee on Planned Giving® Key Findings Charities should report their progress toward each of these goals separately, using face value numbers © 2006 - National Committee on Planned Giving® Benefits of using these Guidelines Enable counting and reporting of all gifts Report clearly the results of fundraising activity Establish a method of comparability Acknowledge the perspective of the donor Provide maximum opportunity to offer giving options to donors Provide transparency and accountability © 2006 - National Committee on Planned Giving® Current Status New edition of Guidelines has been produced with input from a coalition of major universities, charities, and consultants. Guidelines are available at www.ncpg.org AFP has endorsed the Guidelines Additional endorsements are being sought NCPG and CASE are engaged in on-going dialogue, with the g  ");
array_files[36]=new Array(0,4,"./PDF/CouncilLeadershipResourcesWebDiagram.pdf","2007-07-03","66K"," NCPG COUNCIL LEADERSHIP RESOURCES ","","","NCPG COUNCIL LEADERSHIP RESOURCES COUNCIL SERVICES | COUNCIL TOOLS AND BEST PRACTICES | GENERAL COUNCIL INFORMATION | GENERAL NCPG INFORMATION | FORMS General Council Information · Council Directory · Council Membership Criteria · Activate Free Homepage · Manage Homepage · Council Web Sites · Survey of Councils (coming soon) Council Services · 501(c)(3) Group Exemption o Authorization to Include o Group Exemption Notice o IRS Determination Letter o Request for Inclusion Form o Specimen Resolutions · Assembly of Delegates o 2007 Assembly of Delegates Information/Forms o 2006 Assembly of Delegates CD o 2006 Assembly of Delegates Highlights (PowerPoint) · Board of Directors Speaker Program · Speakers Agreement · Council Web Packages · Dues and Data Management (ICDMS) o Credit Card Agreement o Credit Card Option Form o Dues Renewal Process o ICDMS Option Form o Marketing Document o Participation Agreement · Presidents Listserv · Speakers Bureau Directory · Strategic Planning (coming soon) Council Tools and Best Practices · Administration (coming soon) o Administrator Contract o Job Descriptions o Sample Board Meeting Agenda · Governing Documents o Bylaws (SampleUpstate New York) o Mission Statements (coming soon) · Membership Recruitment and Retention (coming soon) · Programs (coming soon) · Strategic Planning (coming soon)  General NCPG Information · Board of Directors · Governing Documents o NCPG Articles of Incorporation o NCPG Bylaws · IRS Determination Letter · Staff Forms · 501(c)(3) Group Exemption o Authorization to Include o Request for Inclusion Form o Specimen Resolutions · Dues and Data Management (ICDMS) o Credit Card Option Form o ICDMS Option Form o NCPG Board Nomination Form o Notification of NCPG Liaisons Form o Notification of Council Officers Form o Participation Agreement o Speakers Agreement Log Out  ");
array_files[37]=new Array(0,32,"./PPT/NationalConferenceonPlannedGiving.ppt","2007-07-03","65K","NationalConferenceonPlannedGiving.ppt","",""," InetpubwwwrootNCPG_AssemblyCDPPTNationalConferenceonPlannedGiving.ppt National Committee on Planned GivingConference Report Charitable gift planners are well-trained and competent Presented by: Heidi Jark 2007 Conference Program Chair © 2007 • National Committee on Planned Giving® © 2007 - National Committee on Planned Giving® National Conference on Planned Giving 2007 The Basics… October 10-13, 2007 The premier educational experience for gift planners Gaylord Texan ResortTM in Grapevine, TX 1500+ attendees Register online at www.ncpg.org © 2007 - National Committee on Planned Giving® National Conference on Planned Giving 2007 Enriched learning through… Affinity Groups Discuss issues specific to your type of institution Ask the Expert Top experts in the field answer your questions in a two-way dialogue Breakout Sessions Detailed presentations on the latest trends and issues © 2007 - National Committee on Planned Giving® National Conference on Planned Giving 2007 Enriched learning through… Ethics Panel Your colleagues navigate sticky ethical situations Leadership Sessions Special track geared to those who make the key decisions about the role of gift planning in your institution Saturday Marketing Symposium The latest tools and techniques for marketing to your key constituents © 2007 - National Committee on Planned Giving® National Conference on Planned Giving 2007 Enriched learning through… Education sessions geared to the fundamental steps in charitable gift planning Identification Cultivation Structuring Stewarding Program Administration and Management Gift Planning from the Leadership Perspective © 2007 - National Committee on Planned Giving® National Conference on Planned Giving 2007 Enriched learning through… A lighter load: E-learning Access papers online before the conference and store then more easily on your conference CD Conference Blog Attendees share their observations and opinions Flexibility to change your mind No session pre-registration © 2007 - National Committee on Planned Givin  ");
array_files[38]=new Array(0,4,"./PDF/VideoPSAOrderForm.pdf","2007-07-03","20K"," Microsoft Word - Video PSA Order Form.doc","","","LEAVE A LEGACY® PSA Order Form The PSA will be delivered on a DVD that contains two presentation formats: · · 4:3 standard definition television format 16:9 widescreen television format (Suitable for conversion to high definition television.) Name of LEAVE A LEGACY Program _____________________________________________ Sponsoring Planned Giving Council _______________________________________________ Contact Name ________________________________________________________________ Address _____________________________________________________________________ City _______________________________ E-mail _____________________________ State _______________ Zip ___________ Phone ________________________________ URL ________________________________________________________________________ Payment Information: LEAVE A LEGACY PSA DVD: 35.00 Payment Options: Option A: Option B: Check or Money order made payable to National Committee on Planned Giving Credit Card: ____AmEx ____MasterCard ____VISA Number_____________________________________________ Exp. Date_______________ Name as it appears on card______________________________________________________ Signature:____________________________________________________________________ Retain a copy of this order form for your LEAVE A LEGACY programs file.  ");
array_files[39]=new Array(0,4,"./PDF/2007CouncilSurveyResults.pdf","2007-07-03","116K"," Microsoft Word - 2007 Council Survey 7-3 _2_","","","Survey Results 2007 Planned Giving Council Survey Tuesday, July 3, 2007 Powered by Vovici EFM www.vovici.com 2007 NCPG Council Survey - 1  Survey Results Survey: 2007 Planned Giving Council Survey Author: Barb Owens/Barbara Yeager Responses Received: 53 What is the name of your council? Alaska Planned Giving Council Arkansas Chapter of NCPG Baton Rouge National Committee on Planned Giving Blue Ridge Planned Giving Study Group Central Ohio Planned Giving Council Charitable Estate Planning Council of Long Island Chesapeake Planned Giving Council Chicago Council on Planned Giving Colorado Planned Giving Roundtable Delmarva Planned Giving Council (DPGC) Eastern Iowa Planned Giving Council GPGC Northeastern New York Greater Cincinnati Planned Giving Council Hawaii Planned Giving Council Kentuckiana Planned Giving council Mid-America Planned Giving Council Minnesota Planned Giving Council North Mississippi Planned Giving Council North Texas Chapter, NCPG Northern California Planned Giving Council Northwest Planned Giving Roundtable Planned Giving Council of Acadiana (Lafayette,LA) Planned Giving Council of Broward County 2007 NCPG Council Survey - 2  Planned Giving Council of Central Florida Planned Giving Council of Eastern Wisconsin Planned Giving Council of Greater Philadelphia Planned Giving Council of Houston (PGCH) Planned Giving Council of Miami-Dade Planned Giving Council of Northeast Florida Planned Giving Council of Palm Beach County Planned Giving Council of Rhode Island Planned Giving Council of South Mississippi Planned Giving Council of the Permian Basin Planned Giving Council of Upstate New York Planned Giving Council of Ventura County Planned Giving Group of Connecticut (PGGCT) Planned Giving Group of Indiana Planned Giving Group of New England Planned Giving Round Table Of Arizona Planned Giving Round Table of Orange County Planned Giving Roundtable of Southern Arizona Planned Giving Roundtable of Southern California Planned Giving Roundtable Southeast Michigan Silicon Valley Planned Giving Council S  ");
array_files[40]=new Array(0,4,"./PDF/YourGiftisImportant.pdf","2007-07-02","32K"," Microsoft Word - Your Gift is Important.doc","","","July 12, 2007 Dear Assembly Delegate: The National Committee on Planned Giving is grateful for council and individual support of our mission and programs. Voluntary giving has made the difference in our ability to expand and improve services. We hope you and your council will consider making a gift to NCPG this year in support of our mission to increase the quality and quantity of charitable planned gifts. You and your council can take pride in the ways that your support is leveraged to benefit the entire gift planning community. During this years business meeting you will hear about a few of the special efforts and projects undertaken by NCPG on our behalf. · · · The second edition of Guidelines Reporting and Counting Charitable Gifts has been published and recently received the endorsement of the Association of Fundraising Professionals. An updated analysis of insurance use in charitable giving will be completed this year and providing even more guidance as you evaluate new charitable insurance programs. NCPG is the lead organization promoting a permanent and expanded IRA Charitable Rollover. NCPGs proactive advocacy has been instrumental in moving this provision forward through Congress, including the introduction of stand-alone rollover bills in the both the House and Senate, with over 40 cosponsors and rapidly growing support. NCPG has been speaking on your behalf to both IRS and Treasury on issues as far-reaching as donor advised funds and taxation rules pertaining to charitable gift annuities. NCPG is in the forefront of conversations on charitable reform measures. LEAVE A LEGACY®. NCPG has provided substantial funding and support to local councils and their LEAVE A LEGACY® programs, and has partnered with a major motion picture to produce a LEAVE A LEGACY public service announcement for local use. NCPGs on-line resource library continues expanding--providing access to access to a complete searchable database of education materials from over five years of National Conference papers and articles from The   ");
array_files[41]=new Array(0,4,"./PDF/StaffBios.pdf","2007-07-02","19K"," Microsoft Word - Staff Bios.doc","","","NCPG Staff Penny Cassetty is membership assistant at NCPG, and has been with NCPG since December of 2002. In her role at NCPG, she works directly with members to ensure their needs are being met and their dues are processed in a timely manner. She has been married to her husband Doug for 25 years. Penny enjoys riding her four-wheeler with her husband in the hills of Kentucky and West Virginia, and in the deserts of Phoenix. She also loves reading, spending time outdoors, and cheering for the Colts. Nicole Cunningham is public relations and marketing manager at NCPG, a position she has held since April 2004. Nicole is responsible for securing and tracking media placements, working with reporters to connect them to NCPGs experts in the field, and writing all press releases and newsletters. She also manages the Government Watch Center and much of the advocacy communication between NCPG and members. Nicole works with LEAVE A LEGACY liaisons to assist them with campaign materials and program registration. Outside of work, Nicole is active in her church, participates in competitive figure skating, plays tennis, and is a freelance sports writer for a newsstand publication. She lives just south of Indianapolis with her husband of one year, Michael, and they have a cat. Shana Dreher is NCPGs meetings manager, where she handles the registration, sponsor, and exhibitor functions of NCPGs events. Before joining NCPG, she spent five years as a special event coordinator for the Indiana University School of Medicine. She holds a Bachelor of Science degree in Recreation and Park Administration from Indiana University in Bloomington. She married her husband, Roger, in December of 2005. In their spare time, they enjoy endless home improvement and gardening projects. Belinda Gillett is membership operations manager at NCPG, and has been with the organization for more than 11 years, previously as database manager. She has been married for 30 years, and has two children: newly married Matthew, 23, who is studying to be an air traff  ");
array_files[42]=new Array(0,4,"./PDF/AttendeeRoster.pdf","2007-07-02","81K"," «firstname» «Lastname»","","","2007 ASSEMBLY OF DELEGATES ROSTER Sheraton New Orleans; New Orleans, Louisiana July 12-13, 2007 Jan S. Adams State Street Global Advisors 225 Franklin Street, 23rd Floor Boston, MA 02110 Phone: (617) 664-3175 E-mail: jan_adams@ssga.com Planned Giving Group of New England National Capital Gift Planning Council Peri Ann Aptaker Kahn, Litwin, Renza & Co., Ltd. 951 N. Main Street Providence, RI 02904 Phone: (401) 274-2001 E-mail: paptaker@kahnlitwin.com Planned Giving Council of Rhode Island Ann Barden Oregon Health & Science University Foundation 1121 SW Salmon Street, Suite 200 Portland, OR 97205 Phone: (503) 412-6355 E-mail: bardena@ohsu.edu Northwest Planned Giving Roundtable Jacqueline Bartley Monmouth University 400 Cedar Avenue West Long Branch, NJ 07764 Phone: (908) 461-8042 E-mail: iamjackiebartley@hotmail.com Gift Planning Council of New Jersey LEAVE A LEGACY New Jersey Lorette Bauarschi Attorney at Law PO Box 800013 Houston, TX 77280 Phone: (713) 460-1955 E-mail: lbauarschi@sbcglobal.net Planned Giving Council of Houston LEAVE A LEGACY of Houston Elizabeth Bawden Attorney 9100 Wilshire Blvd., 300 East Tower Beverly Hills, CA 90212 Phone: (310) 205-2472 E-mail: elizabeth@charleslarson.net Planned Giving Round Table of Southern California Sharon Bourgeois Boys & Girls Clubs of Acadiana 1405 W. Pinhook Road PO Box 62166 Lafayette, LA 70596-2166 Phone: (337) 268-9555, x103 E-mail: sbourgeois@bgcacadiana.com Planned Giving Council of Acadiana Gary A. Brewer Central Florida Council Boy Scouts of America 1951 S. Orange Blvd. Orlando, FL 32703 Phone: (407) 703-0248 E-mail: gbrewer@cfcbsa.org Planned Giving Council of Central Florida LEAVE A LEGACY of Central Florida Robert F. Buchheit The Salvation Army 6500 Harry Hines Blvd. Dallas, TX 75235 Phone: (214) 956-6271 E-mail: robert_buchheit@uss.salvationarmy.org North Texas Chapter of NCPG Michelle Miller Burns The Newberry Library 60 West Walton Street Chicago, IL 60610 Phone: (312) 255-3560 E-mail: burnsm@newberry.org Chicago Council on Planned Giving Steven T. C  ");
array_files[43]=new Array(0,4,"./PDF/AuditCommittee.pdf","2007-07-02","63K"," Microsoft Word - Audit Committee.doc","","","National Committee on Planned Giving Audit Committee Job Description Purpose: The purpose of the Audit Committee is to assure that the Board of Directors of the National Committee on Planned Giving, its committees and its membership are adequately and currently informed of the financial condition of the organization through reports and other methods. Qualifications Each member of the audit committee shall be a member of the NCPG Board of directors who is not an executive or otherwise employed by the organization. One or more members of the audit committee must have financial expertise. All members must be independent and have no paid business, financial or consulting relationship of any kind with NCPG outside of service as a director. Job Responsibilities System: Assess NCPGs internal and external reporting objectives and determine whether these objectives have been met. Ensure that NCPGs financial reporting system gives those inside and outside the organization a clear idea of performance. Assess the risk of fraudulent reporting arising from undue reporting pressures on management; establish protection for whistle blowers. Oversee adoption of a document retention policy. Financial Reports Oversee the appointment, compensation, and oversight of the work of any registered public accounting firm employed by NCPG. Review annual financial statements before release to outsiders.  Assure that published reports accurately reflect the operating results and financial condition of the organization. Audit Appoint independent auditor Meet annually with auditing firms Receive reports from auditor of all critical accounting policies and practices used within the organization and any discussions with management about such policies and practices. Ensure rotation of audit partner at least once every five years Conflict of Interest Ascertain that the Board of Directors has established appropriate policies to define and identify conflicts of interest throughout the organization, and is diligently administering and enforcing those  ");
array_files[44]=new Array(0,4,"./PDF/InvestmentReviewCommittee.pdf","2007-07-02","13K"," Microsoft Word - Investment Review Committee.doc","","","Job Description INVESTMENT REVIEW COMMITTEE Purpose The Investment Review Committee of the National Committee on Planned Giving (NCPG) shall be responsible for oversight of NCPGs investment portfolios. Management The Investment Review Committee shall be a committee of the Board of Directors. Action taken by the Investment Review Committee will be reviewed and reported to the Board of Directors at least annually. Structure The Investment Review Committee shall be chaired by a member of the Board, who shall be appointed by the Board Chair. Every effort shall be made to appoint an individual who has demonstrated competence in investment strategies and methods. Membership shall consist of the Chair of the Committee and two or more additional members who have knowledge and/or experience both with short and long-term investments. Members shall also include the Treasurer of the Board, the immediate past chair of the committee, and the NCPG President, who shall be ex-officio voting members. All members of the Committee must be members of the National Committee on Planned Giving. All members must be independent and have no paid business, financial or consulting relationship to the investment managers employed by NCPG. Appointments shall be made for a term of one (1) year but are eligible for re-appointment. Job Responsibilities Direction for the investment of NCPGs portfolio is entrusted to the Investment review Committee. The Committee is charged with the following responsibilities: a. b. Recommend and monitor investment policies and objectives. Monitor the allocation of funds among equity, fixed income, and various other investment alternatives in accordance with Board approved investment policies and objectives. Make recommendations to the Board of Directors regarding the hiring and termination of relationships with outside investment advisors based on their performance and the policies contained in the Investment Portfolio and Policy Statement. c. Recommended for adoption as policy October 12, 2004  d. Perform annua  ");
array_files[45]=new Array(0,4,"./PDF/CouncilResourcesHandout.pdf","2007-07-02","18K"," Microsoft Word - Council Resources Handout.doc","","","National Committee on Planned Giving 2007 Assembly of Delegates Resources for Do-It-Yourself Council Programming Know Your Members Survey your council members using the web-based questionnaire in the Council Leadership Resources Center. Results of the survey can help you: - prioritize programming topics based on member demographics and interests - identify speakers (including inviting all council members to volunteer as speakers) - understand demographics of the individuals and organizations in your council to help target focus group discussions and diversify panels - identify organizations competing for your members attention and consider ways to cooperate with them Use the Syllabus for Gift Planners The Syllabus is a comprehensive outline of the knowledge and skills gift planners should have. Use it as an outline for your programming year and plan presentations that cover all major areas. Note that the Syllabus is the basis for the programming questions on the council members survey mentioned above. You can find the complete Syllabus in the Member Directory/Services section at www.ncpg.org. Review Web Sites of Other Planned Giving Councils Most councils list information about their most recent or upcoming programs on their web sites. The councils listed below also maintain multi-year archives of past program topics. These archives are a great source of ideas for program topics and speakers, with the opportunity to contact leaders from the other councils to see how a program was received by their group. All planned giving councils that have web sites can be accessed through links at www.ncpg.org/councils/council_websites.asp?section=12 Planned Giving Group of New England (www.pggne.org/programarchive.html) National Capital Gift Planning Council (www.ncgpc.org/prosched.html) Pittsburgh Planned Giving Council (www.ppgc.net/meetings.php) Planned Giving Council of Miami-Dade County (www.plannedgivingmiami.org/programs_events/programs_events_past.html) - Planned Giving Round Table of Southern California (www.pgrtsc  ");
array_files[46]=new Array(0,4,"./PDF/Bestof2006.pdf","2007-07-02","16K"," Microsoft Word - Best of 2006 Assembly.doc","","","Best of the 2006 Assembly of Delegates Delegates Choice for the most practical information or advice they received at last years Assembly. Communications Each Council should make sure their web-page is linked to the national site. Provide meeting evaluations and programming updates on council web site. Programming Hold a special track at the one day conference specifically for Chief Financial Officers. Explore opportunities to partner with other membership groups to recognize planned giving donors with special awards. Do more programming, not less--brown bag luncheons, networking opportunities, and social events to keep top-of-mind awareness among council members. Coordinate programs with other councils within a one/two hour radius of our central meeting city. To have a good conference, stay at the same hotel each year. Use a task force to engage members on a clearly defined task. This requires less of a commitment than joining a committee, but provides a way to increase membership involvement. Since the membership of any council is diverse in terms of professional experience, longevity in the council and interest, it is important to find multiple ways to create value and keep it fresh -- including a combination of program, training, resource, social, and networking opportunities. Plan meetings/programs with two speakers to appeal to both the nonprofit and for-profit membership base. Have a social gathering for all members, or implement a socializing/networking time at each meeting. LEAVE A LEGACY® events/programs should be inexpensive, sustainable over the long term and egalitarian. Programming drives membership. Ask the local community foundation to sponsor programs, or to be a sponsor of the council.  Two most important questions for evaluating any council program: (1) What did you find most valuable about your attendance here today? (2) What could we do to make this more valuable for you next year? Recruiting New Members Each board member should be asked to bring a specific number of guests to meetings and/  ");
array_files[47]=new Array(0,4,"./PDF/StaffOrganizationalChart.pdf","2007-07-02","66K"," orgchart 7-2007.pmd","","","National Committee on Planned Giving® Staff Organization CEO Tanya Howe Johnson Dir. Operations Ed., The Journal of Gift Planning Barbara Yeager Director of Meetings Kay Ramsey Dir. Membership/ HR Manager Barb Owens Dir. of Strategic Initiatives Tami Tarpley Director of Govt Education INACTIVE Finance Manager Staci Tingley Meetings Manager Shana Dreher Membership Operations Manager Belinda Gillett ACGA Manager/ Communications Assistant Gloria Kermeen PR/Marketing Manager Nicole Cunningham Communication Services Manager/ Webmaster Ron Tellmann Education Manager/Tech Manager Kurt Reusze Front Office Administrator Queen Williams Membership Assistant Sandy Masengale Membership Assistant Penny Cassetty Executive Assistant David Roberts rev. 7/2/2007  ");
array_files[48]=new Array(0,4,"./PDF/CouncilRoster.pdf","2007-07-02","21K"," «alphacouncil»","","","2007 ASSEMBLY OF DELEGATES COUNCIL ROSTER Sheraton New Orleans; New Orleans, Louisiana July 12-13, 2007 Acadiana, Planned Giving Council of Alabama Planned Giving Council Alaska Planned Giving Council Arizona, Planned Giving Roundtable of Arizona, Planned Giving Roundtable of Southern Arkansas Chapter of NCPG Baton Rouge, Planned Giving Council of Greater Baton Rouge, Planned Giving Council of Greater Baton Rouge, Planned Giving Council of Greater Blue Ridge Planned Giving Study Group Broward County, Planned Giving Council of California Planned Giving Council, Northern California Planned Giving Council, Northern California, Planned Giving Round Table of Southern California, Planned Giving Round Table of Southern California, Planned Giving Round Table of Southern Chesapeake Planned Giving Council Chicago Council on Planned Giving Chicago Council on Planned Giving Chicago Council on Planned Giving Chicago Planned Giving Council, Suburban Cincinnati Planned Giving Council, Greater Cincinnati Planned Giving Council, Greater Cincinnati Planned Giving Council, Greater Colorado Planned Giving Roundtable Colorado Planned Giving Roundtable Colorado Planned Giving Roundtable Colorado Planned Giving Roundtable Connecticut, Planned Giving Group of Dayton, Planned Giving Council of Greater Delmarva Planned Giving Council Delmarva Planned Giving Council Florida, Planned Giving Council of Central Florida, Planned Giving Council of Northeast Florida, Planned Giving Council of Northeast Georgia Planned Giving Council Hawaii Planned Giving Council Hawaii Planned Giving Council Houston, Planned Giving Council of Houston, Planned Giving Council of Indiana, Planned Giving Group of Indiana, Planned Giving Group of Indiana, Planned Giving Group of Iowa Planned Giving Council, Eastern Kentuckiana Planned Giving Council Lone Star Chapter of NCPG Lone Star Chapter of NCPG Long Island, Charitable Estate Planning Council of Miami-Dade County, Planned Giving Council of Michigan Planned Giving Group, Western Michigan, Planned Giving Roundta  ");
array_files[49]=new Array(0,4,"./PDF/StatementofIncomeandExpense.pdf","2007-07-02","8K"," 2006ACTUAL-ASSEMBLY.xls","","","NATIONAL COMMITTEE ON PLANNED GIVING STATEMENT OF INCOME AND EXPENSES BUDGET ANALYSIS 2006 ACTUAL PROGRAM SERVICES CONFERENCE Revenue Expenditures Net Income / (Loss) 912,542 666,694 245,848 MEMBERSHIP SUPPORT Revenue Expenditures Net Income / (Loss) 503,697 162,997 340,700 MEMBERSHIP PROGRAMS Membership Services Revenue Expenditures Net Income / (Loss) 50,217 273,332 (223,115) Education Revenue Expenditures Net Income / (Loss) 21,009 51,534 (30,525) Research Revenue Expenditures Net Income / (Loss) 823 40,942 (40,119) Journal Revenue Expenditures Net Income / (Loss) 195,050 181,800 13,250 Special Projects: Revenue Expenditures Net Income / (Loss) 30 75 (45) Leave A Legacy Revenue Expenditures Net Income / (Loss) 3,104 101,191 (98,087) Page 1  NATIONAL COMMITTEE ON PLANNED GIVING STATEMENT OF INCOME AND EXPENSES BUDGET ANALYSIS 2006 ACTUAL ADVOCACY Government Relations Revenue Expenditures Net Income / (Loss) 0 80,909 (80,909) Public/Media Relations Revenue Expenditures Net Income / (Loss) 0 0 0 COMMUNICATIONS Revenue Expenditures Net Income / (Loss) 0 86,195 (86,195) SUPPORTING SERVICES ADMINISTRATIVE AND GENERAL Revenue Expenditures Net Income / (Loss) 227,160 112,298 114,862 GOVERNANCE Revenue Expenditures Net Income / (Loss) TOTAL REVENUE TOTAL EXPENDITURES Net LOSS DEPRECIATION EXPENSE NET LOSS Capital Expense Transfer from Reserves (LAL 05) Transfer from Reserves (LAL 06) CASH FLOW 9,288 210,447 (201,159) 1,922,920 1,968,414 (45,494) (16,215) (61,709) (10,484) 125,000 125,000 177,807 Page 2  ");
array_files[50]=new Array(0,4,"./PDF/StatementofFinancialPosition.pdf","2007-07-02","12K"," 06BSHDEC.xls","","","TAB 2 NATIONAL COMMITTEE ON PLANNED GIVING STATEMENT OF FINANCIAL POSITION DECEMBER, 2006 ASSETS CURRENT ASSETS: Operating Funds: Cash - General Cash - Membership Cash - Agency Petty Cash Cash Transfers Accounts Receivable Vanguard Fund 11 (MMKT) Subtotal Operating *Reserves: Domestic Fixed Income-Inv. Grade Cash and Equivalents Increase/Decrease in Market Value Subtotal Reserves *Endowment Fund: Domestic Large Cap Stocks Domestic Small Cap Stocks International Large Cap Stocks International Small Cap Stocks Emerging Markets Stocks Real Estate Investment Trusts International Real Estate Inv Increase/Decrease in Market Value Subtotal Equities Domestic Fixed Income-High Quality Domestic Fixed Income-Inv. Grade Hedged Foreign Bonds Cash and Equivalents Increase/Decrease in Market Value Subtotal Fixed Income and Cash Named Endowment Funds: NCPG Board Endowment Palisca Keitel Leadership Endowment Planned Giving Todays NCPG Operations Endowment Increase/Decrease in Market Value Subtotal Endowment Funds TOTAL CURRENT ASSETS 318,329.29 1,590.30 (12,767.24) 20,156.53 12,488.86 165,625.50 200.00 0.00 2,991.74 280,142.03 481,604.66 307,152.35 154,261.53 41,072.47 76,715.65 16,922.93 12,991.54 44,113.05 22,721.51 79,867.32 448,666.00 57,437.96 27,962.03 26,374.84 3,059.02 (3,762.20) 111,071.65 406,251.33 14,508.98 62,872.22 76,105.12 559,737.65 1,348,494.66 Page 1  TAB 2 NATIONAL COMMITTEE ON PLANNED GIVING STATEMENT OF FINANCIAL POSITION DECEMBER, 2006 PROPERTY AND EQUIPMENT: Leasehold Improvements Accum Depreciation - Lease Imp Equipment Accum Depreciation - Equipment Furniture and Fixtures Accum Depreciation - Furn & Fix TOTAL PROPERTY AND EQUIPMENT OTHER ASSETS: Prepaid Insurance Prepaid Expense Rent Deposit Computer Software Accum Depreciation - C. Software TOTAL OTHER ASSETS TOTAL ASSETS LIABILITIES AND EQUITY LIABILITIES: Accrued Compensated Balances Accrued Expense TOTAL LIABILITIES EQUITY: Net Assets 1/1/06 Net Assets - Restricted 1/1/06 Net Income / (Loss) TOTAL EQUITY 55,075.63 (55,075.63) 226,494.55 (206,178.16  ");
array_files[51]=new Array(0,32,"./PPT/StrategicDirectionsTaskForce.ppt","2007-07-02","76K","StrategicDirectionsTaskForce.ppt","",""," InetpubwwwrootNCPG_AssemblyCDPPTStrategicDirectionsTaskForce.ppt National Committee on Planned GivingStrategic Directions Presented by: Chris Yates Chair, NCPG Strategic Directions Taskforce The Demographics of who works on planned gifts and how much time they spend has changed The definition of “planned gifts” has expanded. Gift planning has become a field of practice for many professionals, not (for most people) a separate profession. The membership association model limits involvement of key constituencies. The organization’s name and brand are not assets in attracting constituents or communicating focus. Chris Yates, Stanford University, Chair David Clough, Thirteen/WNET New York Shari Fox, University of Michigan Cynthia Wilson Krause, Wilson & Krause Kathryn Miree, Kathryn W. Miree & Associates Darryl Ott, Morgan Miller & Blair Katelyn Quynn, Massachusetts General Hospital Robert Sharpe, Jr., The Sharpe Group Craig Wruck, Hazelden Foundation Tanya Howe Johnson, National Committee on Planned Giving Advise the NCPG Board of Directors on changes to membership or organizational structure, focus, brand and/or policies that should be made in order for NCPG to more effectively accomplish its mission. What do we need to accomplish? What can we provide better, or more uniquely than anyone else? Where will the resources come from to do our work? It starts at this Assembly Delegates participate in focus groups Report included on Assembly CD Report to be published in The Journal and on NCPG website NCPG Board of Directors is currently working in 3 key areas: Engaging broader constituencies Expanding unique services NCPG brand identity © 2007 • National Committee on Planned Giving® Why now? Why now? Why now? Why now? Why now? Strategic Directions Taskforce Charge to the Taskforce If NCPG were created today… What’s next… If NCPG were created today… What would we need to accomplish? Old Ends Policy: Planned Gifts are Common Revised Ends Policy: Charitable Gift Planning is Widely Practiced What can we d  ");
array_files[52]=new Array(0,4,"./PDF/CouncilsandLiaisons.pdf","2007-07-02","112K"," Robert Brennan","","","Jan Adams Adirondack Planned Giving Society Steven G. Frederick Dean of Development and Alumni Affairs Clinton Community College 136 Clinton Point Drive Plattsburgh, NY 12901 (518) 562-4195 FAX (518) 562-4159 E-mail: fredsg@clintoncc.suny.edu Planned Giving Council of Cape Cod Deborah Baker President Development Solutions of New England 2 Tupper Rd. Sandwich, MA 02536 (508) 833-4440 FAX (508) 833-4441 E-mail: dbaker@dsne.com Planned Giving Group of Connecticut Ronald E. Fleury Director of Planned Giving Choate Rosemary Hall 333 Christian Street Wallingford, CT 06492-3800 (203) 697-2288 FAX (203) 697-2675 E-mail: rfleury@chaote.edu Maine Planned Giving Council Sarah Ruef-Lindquist, CTFA VP, Sr. Administrative Officer Union Trust Company 75 Elm Street Camden, ME 04843 (207) 236-8490, x305 (800) 519-1686, x305 (toll-free) FAX E-mail: sarahl@uniontrust.com Western New York Planned Giving Consortium Peter D. Spira, CFP Financial Advisor UBS Financial Services One HSBC Center, Suite 3737 Buffalo, NY 14203 (716) 849-3813 FAX (716) 849-3860 E-mail: peter.spira@ubs.com Quad City Planned Giving Council Patti S. Franklin Director of Public Support American Red Cross of the Quad Cities Area 1100 River Drive PO Box 888 Moline, IL 61266-0888 (309) 743-2166, x209 FAX (309) 743-2174 E-mail: franklinp@usa.redcross.org Upper Valley Planned Giving Council Dana Hanson Campaign Director Upper Valley United Way 10 Bank Street PO Box 491 Lebanon, NH 03766 (603) 448-2766 FAX (603) 448-3578 E-mail: dana@uvuw.org  Ann Barden Inland Empire Planned Giving Roundtable Forrest L. Howe Planned Giving Consultant Southeastern California Conference of SDA 11330 Pierce Street Riverside, CA 92399 (951) 509-2216 FAX (950) 509-2394 E-mail: forresthowe@msn.com Mid-Iowa Planned Giving Council Brian C. Wright Director of Major Gifts & Planned Giving Des Moines University 3200 Grand Avenue Des Moines, IA 50312 (515) 271-1384 FAX (515) 271-7118 E-mail: brian.wright@dmu.edu Planned Giving Roundtable of Northern Nevada Joel Muller, CFRE VP, Fund Developmen  ");
array_files[53]=new Array(0,4,"./PDF/BoardSpeakingtoCouncilsPolicy.pdf","2007-07-02","40K"," Board Speaking Policy","","","TAB 3 National Committee on Planned Giving Member Council and NCPG Board of Directors Speaking Engagement Guidelines Last revised: December 2004 Current members of the National Committee on Planned Givings Board of Directors are available to make educational presentations to NCPGs member councils. This service is provided as a benefit of NCPG council membership, to help further the educational purpose of planned giving councils and promote understanding between councils, their members and NCPG. In considering speaking engagements, board members should observe the following guidelines: Acceptance of speaking invitations is at each board members individual discretion. Board members must consider their employment and personal commitments when choosing availability to accept a councils invitation. Non-acceptance of a speaking invitation is not meant to imply a lack of interest or council support on the part of the board member or NCPG. NCPG will make every attempt to provide assistance if a council is experiencing difficulty securing a board member to speak. All board members are expected to become familiar with the NCPG Road Show presentation and supporting materials. The Road Show is provided as a tool to assist in giving presentations about NCPG. Its use in giving presentations about NCPG is not required. Board members should consider submitting information about the topics they are willing to present to NCPGs online Speakers Bureau Directory at http://www.ncpg.org/councils/auth/. Board members who intend to speak about the LEAVE A LEGACY® program should familiarize themselves with program objectives and guidelines at http://www.ncpg.org/lal/?section=9. The council will reimburse all related travel expenses. Expenses to be reimbursed include, but are not limited to: · Coach class airfare. Board members have the right to book a preferred airline or itinerary, but any cost considerations should be clearly agreed upon and communicated by the council prior to booking transportation. · Hotel room charge and tax · Mea  ");
array_files[54]=new Array(0,4,"./PDF/IndividualPledgeForm.pdf","2007-06-29","53K"," Microsoft Word - Individual Pledge Form.doc","","","National Committee on Planned Giving NCPG Giving Levels: NCPG Friends (1-99) NCPG Patrons (100-249) NCPG Sponsors (250-499) Beardsley Ruml Society (500-999) Charles Johnson Fellows (1000+) Name As an NCPG member/supporter I am pleased to: Enclose my gift in the amount of Make a pledge in the amount of Please designate my gift to the following: Unrestricted (Special Projects) Designated to NCPG General Endowment Planned Giving Today NCPG Operations Endowment Palisca Keitel Leadership Endowment Please submit (before 12/31) to: David Roberts Executive Assistant National Committee on Planned Giving 233 McCrea St., Ste. #400 Indianapolis, IN 46225 317-269-6274 Fax: 317-269-6268 droberts@ncpg.org  ");
array_files[55]=new Array(0,4,"./PDF/CouncilPledgeForm.pdf","2007-06-29","52K"," Microsoft Word - Council Pledge Form.doc","","","National Committee on Planned Giving NCPG Giving Levels: NCPG Friends (1-99) NCPG Patrons (100-249) NCPG Sponsors (250-499) Beardsley Ruml Society (500-999) Charles Johnson Fellows (1000+) Council Name Presidents Name As an NCPG member council we are pleased to: Enclose our gift in the amount of Make a pledge in the amount of Please designate our gift to the following: Unrestricted (Special Projects) Designated to Planned Giving Today NCPG Operations Endowment NCPG Endowment Please submit to: David Roberts Executive Assistant National Committee on Planned Giving 233 McCrea St., Ste. #400 Indianapolis, IN 46225 317-269-6274 Fax: 317-269-6268 droberts@ncpg.org  ");
array_files[56]=new Array(0,4,"./PDF/NCPGEndsPolicies.pdf","2007-06-29","65K"," Microsoft Word - NCPG Ends Policies.doc","","","National Committee on Planned Giving Ends Policies Revised 6/28/07 1. Charitable gift planning is widely recognized as bringing value to charitable organizations and estate planning practices. Charitable gift planning is recognized and respected by the public, donors, charities, professional advisors, media and government as a professional expertise that brings value to charities and the practices of financial and estate planners. The public recognizes the term charitable gift planner. The end is achieved when: Donors and advisors include and value gift planners as a part of their financial and estate planning teams. Charities include and value gift planners as a part of their development teams. Membership in NCPG is recognized as evidence of commitment to gift planning professionalism. 2. The National Committee on Planned Giving is the voice of charitable gift planning. NCPG is recognized by gift planners, the media, legislators, regulators, fundraisers and nonprofit administrators, allied professional organizations and other key constituents as the spokes-organization for charitable gift planners and the standard setter for charitable gift planning. The end is achieved when: NCPG guidelines and standards are widely used by gift planners and well respected by outside constituencies. NCPG is the first place that gift planners, the media, legislators, regulators and other influence-makers go for information on charitable gift planning. NCPG is always consulted when legislation or regulation affecting charitable planning is considered. 3. Local planned giving councils are vibrant, healthy and well-supported by NCPG. NCPG and its affiliated planned giving councils work together to forward the mission of the organization. NCPG councils have a reputation for organizational excellence because of their leadership infrastructure, program quality and community involvement. The end is achieved when: Both the number of planned giving councils and the number of council members is steadily increasing, and at least 75% of me  ");
array_files[57]=new Array(0,4,"./PDF/2006AssemblyMinutes.pdf","2007-06-29","24K"," National Committee on Planned Giving","","","National Committee on Planned Giving Assembly of Delegates June 22, 2006 NCPG President and CEO Tanya Howe Johnson welcomed delegates to the Assembly at 8:15 a.m. Board Chair Wally Munro opened the meeting by providing an overview of the purpose of the Assembly and reviewed NCPG Ends policies. Local planned giving councils are vibrant, healthy and well-supported by NCPG. Tanya Howe Johnson presented membership data and provided an overview of NCPGs council services. She introduced the new Council Awards Program and demonstrated the Council Leadership Resources section of the NCPG web site, which will be available to council presidents and liaisons immediately following the Assembly. Planned gifts are common. Board Chair-elect Andrea Latchem reported on the NCPG Guidelines for Reporting and Counting Charitable Gifts. She reviewed the basic approach to counting gifts at face value in three categories. She reported that a new edition of the Guidelines will soon be issued. She encouraged delegates to schedule presentations on the Counting/Reporting Guidelines and to use them in their own organizations. LEAVE A LEGACY® Director Tami Tarpley described the purpose of the LEAVE A LEGACY campaign and tools available for council use, including the campaign CD and the web site, www.leavealegacy.org. She announced that LEAVE A LEGACY has been named to the ASAE Associations Advance America Honor Roll for 2006. She reported on the results of the first program evaluation survey, which showed that programs are not tracking partner participation or media placements, making it difficult for NCPG to assess and promote the scope and effect of the program. She encouraged all programs to respond to future evaluation surveys. Charitable gift planning is respected and valued as a professional expertise. Tanya Howe Johnson reported on NCPGs assessment of the need for a gift planning certification program, including the findings of survey research, focus groups and interviews with stake holders. She discussed costs of starting a certifi  ");
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array_files[61]=new Array(0,4,"./_DEV_files/2007Design_new color breaks-10.pdf","2007-04-05","21K"," new color breaks-10","","","N O FEREN C E C C O M PAS S  ");
array_files[62]=new Array(0,4,"./PDF/StandardsandGuidelines.pdf","2006-08-30","85K"," The Major Threat to Anonymous GiftsState Freedom of Information Act Litigation","","","");
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