National Association Of Charitable Gift Planners is located in Plymouth, MN. The organization was established in 1992. According to its NTEE Classification (T50) the organization is classified as: Philanthropy, Charity & Voluntarism Promotion, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is a subordinate organization within an affiliated group for tax-exemption purposes. National Association Of Charitable Gift Planners is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, National Association Of Charitable Gift Planners generated $92.5k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (11.3%) each year. All expenses for the organization totaled $144.6k during the year ending 12/2022. As we would expect to see with falling revenues, expenses have declined by (5.9%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
TO EDUCATE AND TRAIN PLANNED GIVING SPECIALISTS, FUNDRAISING AND DONOR ADVISORS.
Describe the Organization's Program Activity:
ANNUAL CONFERENCE: A TWO DAY CONFERENCE FOCUSED ON PLANNED GIVING PROFESSIONALS IN THE INDUSTRY. APPROXIMATELY 200 PEOPLE ATTENDED THE CONFERENCE IN 2020.
OTHER PROGRAMS
EDUCATIONAL MEETINGS AND SEMINARS: CONDUCTED BREAKFAST MEETINGS AND SEMINARS THAT INSTRUCTED PROFESSIONALS IN THE AREA OF PLANNED GIVING.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Juliana Sellers Chair | 2 | $0 | |
Joe Thiegs Chair Elect | 2 | $0 | |
Kristin Daniels Treasurer | 2 | $0 | |
Cindy Aegerter Secretary | 2 | $0 | |
Dana Holt Imed Past Chair | 2 | $0 | |
Helene Benitez Board Member | 2 | $0 |
Statement of Revenue | |
---|---|
Total Revenue from Contributions, Gifts, Grants & Similar | $17,996 |
Total Program Service Revenue | $73,815 |
Membership dues | $0 |
Investment income | $718 |
Gain or Loss | $0 |
Net Income from Gaming & Fundraising | $0 |
Other Revenue | $0 |
Total Revenue | $92,529 |
Statement of Expenses | |
---|---|
Grants and similar amounts paid | $0 |
Benefits paid to or for members | $0 |
Salaries, other compensation, and employee benefits | $0 |
Professional fees and other payments to independent contractors | $96,361 |
Occupancy, rent, utilities, and maintenance | $0 |
Printing, publications, postage, and shipping | $0 |
Other expenses | $48,208 |
Total expenses | $144,569 |
Balance Sheet | |
---|---|
Cash, savings, and investments | $75,916 |
Other assets | $0 |
Total assets | $78,547 |
Total liabilities | $11,158 |
Net assets or fund balances | $67,389 |