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Resource Center
Gift Planner Profile 5
The Gift Planner Profile is a survey of NCPG
members that describes professional characteristics and
common practices within the field of charitable gift
planning. The first Gift Planner Profile survey was
conducted in 1992, with follow-up surveys in 1994, 1998,
2002 and 2007. It is important to note that this is not a
true longitudinal survey, as different sampling methods and
slightly different questionnaires have been used in each
year. However, the results of the survey provide a snapshot
of the state of charitable planning, and give an indication
of broad trends.
About the Survey
The National Committee on Planned Giving conducted its fifth
Gift Planner Profile survey in August and September of 2007.
A direct link to the web-based questionnaire was e-mailed to
7,126 NCPG members who had provided NCPG with
their e-mail addresses. This is 98% of the total NCPG
membership at that time.
The return of 1,605 questionnaires provided a response rate
of 22.5%. Therefore, we can be 99% certain the survey's
findings are within +/-3% of the total membership's
response. It should be noted that the response rate for
planners in the for-profit professions was very low. Only 36
respondents reported that their primary employer was a law
practice or firm; 42 reported that their primary employer
was a financial planning practice or firm; 38 reported that
they were employed by a bank of trust company, and smaller
groups reported other for-profit employers. For this reason,
we do not cross-tabulate results by individual for-profit
professions.
Survey Reports
Two reports based on the Gift Planner Profile 5 results have
been published in The Journal of Gift Planning. Click the
titles below to access these reports in PDF format.
Salary Profiles
NCPG provides salary profiles that analyze salary
data from the Gift Planner Profile 5 for multi-state
regions. Salaries are analyzed by type of employing
organization, budget of employing organization, job title
and percentage of time spent on various development
activities, including gift planning. The report package also
includes a national salary report, using the same variables.
Reports are delivered via e-mail in PDF format within 5
working days of receipt of order. The cost of each report
package is $30 for NCPG members and $40 for
non-members.
To order a salary profile for your region, click
here to
link to NCPG Order Form.
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