2024-05-24T12:39:44-04:00 2023-12-31 352009629 LONG & ASSOCIATES PC 8388 E 116TH ST SUITE A FISHERS IN 460389370 990 2023-01-01 351796186 NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS INC NATI 3172696274 1075 BROAD RIPPLE AVE 306 INDIANAPOLIS IN 462202034 MICHAEL KENYON PRESIDENT & CEO 3172696274 2024-04-26 true MICHAEL KENYON XXX-XX-XXXX true THOMAS R LONG CPA P00043274 3175775975 2024-05-24 2023 2023-04-26 12:10:37Z MICHAEL KENYON 1075 BROAD RIPPLE AVE 306 INDIANAPOLIS IN 46220 1853041 false X WWW.CHARITABLEGIFTPLANNERS.ORG X 1988 IN TO ASSIST THE PUBLIC IN MAKING EFFECTIVE PHILANTHROPIC GIFTS TO NONPROFIT ORGANIZATIONS BY ENCOURAGING AND PROVIDING FOR THE EDUCATION AND TRAINING OF THE CHARITABLE GIFT PLANNING COMMUNITY, SETTING STANDARDS FOR THE PRACTICE OF CHARITABLE PLANNING, AND ESTABLISHING COMMUNICATION AND MENTORING AMONG CHARITABLE PLANNING PROFESSIONALS. 22 22 5 188 0 527088 616061 767581 1141512 27927 35900 64417 59568 1387013 1853041 42000 46500 0 632940 747477 0 0 534307 941675 1209247 1735652 177766 117389 1304565 1373984 147109 44620 1157456 1329364 X TO ASSIST THE PUBLIC IN MAKING EFFECTIVE PHILANTHROPIC GIFTS TO NONPROFIT ORGANIZATIONS BY ENCOURAGING AND PROVIDING FOR THE EDUCATION AND TRAINING OF THE CHARITABLE GIFT PLANNING COMMUNITY, SETTING STANDARDS FOR THE PRACTICE OF CHARITABLE PLANNING, AND ESTABLISHING COMMUNICATION AND MENTORING AMONG CHARITABLE PLANNING PROFESSIONALS. false false 884482 1141512 THE ORGANIZATION EMPHASIZES ADVANCED CHARITABLE GIFT PLANNING EDUCATION, TRAINING AND RESOURCES, AND PROVIDES INFORMATION TO PROMOTE DISCUSSION ON ECONOMIC AND GOVERNMENT POLICY AND REGULATION AFFECTING CHARITABLE GIVING AND NONPROFIT OVERSIGHT. 530446 46500 616061 MEMBER SERVICES: THE ORGANIZATION PROVIDES EDUCATION ON CHARITABLE GIFT PLANNING, INCLUDING ETHICS AND BEST PRACTICES, VIA BOTH PRINT AND ELECTRONIC MEDIA. 59374 ADVOCACY: THE ORGANIZATION PROVIDES EDUCATION ON GIFT PLANNING ISSUES, RESEARCH, TOOLS, STRATEGIES, AND REGULATION ON LEGISLATION GOVERNING CHARITABLE GIFT PLANNING. 59568 THE ORGANIZATION PROVIDES EDUCATION ON CHARITABLE GIFT PLANNING INCLUDING MONTHLY ELECTRONIC NEWSLETTERS AND REPORTS, BI-MONTHLY WEBINARS, PERIODIC RESEARCH REPORTS, AND TECHNICAL BULLETINS. 59568 1474302 true false false true false false false false false true true false false false false false true false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false true 7 0 false 5 true false false false false false false false false false false false false false false X 22 22 false false false false false true false true true false true true true true true true true true true false false IN X NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS 3172696274 200 S MERIDIAN ST STE 510 INDIANAPOLIS IN 46225 MICHAEL KENYON PRESIDENT & 40.00 X X 243931 0 0 MIKE BELL SECRETARY 2.00 X X 0 0 0 AQUANETTA BETTS BOARD DIRECT 2.00 X 0 0 0 PATIENCE BOUDREAUX BOARD DIRECT 2.00 X 0 0 0 MEREDITH CAMP BOARD DIRECT 2.00 X 0 0 0 BOBBY COLLIER BOARD DIRECT 2.00 X 0 0 0 NICOLE ENGDAHL CHAIR 2.00 X X 0 0 0 LIANA GARCIA BOARD DIRECT 2.00 X 0 0 0 BRAD GORNTO BOARD DIRECT 2.00 X 0 0 0 TAMISHA KEITH BOARD DIRECT 2.00 X 0 0 0 ROBERT KING BOARD DIRECT 2.00 X 0 0 0 CARLO LAURORE CONFERENCE C 2.00 X X 0 0 0 NICOLA LAWRENCE BOARD DIRECT 2.00 X 0 0 0 STACEY MCKINLEY BOARD DIRECT 2.00 X 0 0 0 TRINA OLIDGE CHAIR ELECT 2.00 X X 0 0 0 GREG SHARKEY BOARD DIRECT 2.00 X 0 0 0 STACY SULMAN BOARD DIRECT 2.00 X 0 0 0 MATTHEW TREADWELL CONF. CHAIR 2.00 X X 0 0 0 MARK VERGENES BOARD DIRECT 2.00 X 0 0 0 ERICKA WEBB TREASURER 2.00 X X 0 0 0 GEORGE WESTERMAN BOARD DIRECT 2.00 X 0 0 0 SIMON WILLIAMS BOARD DIRECT 2.00 X 0 0 0 243931 1 false true false 540421 75640 616061 CONFERENCE INCOME 1126521 1126521 MEMBERSHIP SERVICE INCOME 14991 14991 1141512 35900 35900 MISCELLANEOUS PROGRAM REVENUE 59568 59568 59568 1853041 1201080 35900 46500 46500 243931 182948 60983 297542 232973 64569 36083 27135 8948 124170 93376 30794 45751 34404 11347 10988 8263 2725 1950 1944 6 28800 21657 7143 13513 13513 23074 21536 1538 115594 99901 15693 19515 14584 4931 21435 18746 2689 354577 346158 8419 167 167 8992 7603 1389 AUDIO/VISUAL 180834 176800 4034 CONSULTING 84862 65490 19372 BANK & CREDIT CARD FEES 56943 56658 285 EDUCATIONAL EXPENSE 5038 3817 1221 15393 13809 1584 1735652 1474302 261350 0 628024 566951 80151 87690 159 12055 2000 5024 6580 5274 2189 1306 592042 671125 29833 1304565 1373984 137044 40095 10065 4525 147109 44620 X 1078020 1237638 79436 91726 1157456 1329364 1304565 1373984 X 117389 55402 -883 X false true X true false X 602255 606851 675376 527088 616061 3027631 602255 606851 675376 527088 616061 3027631 3027631 1597 22083 29293 26337 35900 115210 3142841 3995039 0.96330 0.96480 X PART II, LINE 10 MISCELLANOUS INCOME 0 1736535 1736535 236827 59207 188964 195971 196025 236827 817787 1226681 30000 29250 2500 61750 47241 48993 49006 59207 204447 306671 30000 29250 2500 61750 326849 6331 -45408 42000 245772 304611 3606 37521 18889 326849 227921 50000 26690 304611 150311 53000 24610 174921 0.68500 0.31500 false false 6580 5274 1306 1306 1908443 55402 55402 1853041 1853041 1736535 883 883 1735652 1735652 SCHEDULE D, PAGE 4, PART XII, LINE 2D BOOK / TAX DEPRECIATION DIFFERENCE 883 X X X X false false false false false false false false false MICHAEL KENYON PRESIDENT & CEO 243931 243931 FORM 990 - ORGANIZATION'S MISSION TO ASSIST THE PUBLIC IN MAKING EFFECTIVE PHILANTHROPIC GIFTS TO NONPROFIT ORGANIZATIONS BY ENCOURAGING AND PROVIDING FOR THE EDUCATION AND TRAINING OF THE CHARITABLE GIFT PLANNING COMMUNITY, SETTING STANDARDS FOR THE PRACTICE OF CHARITABLE PLANNING, AND ESTABLISHING COMMUNICATION AND MENTORING AMONG CHARITABLE PLANNING PROFESSIONALS. FORM 990, PAGE 1, PART I, LINE 6 VOLUNTEERS CONSIST OF BOARD MEMBERS AND CONFERENCE SPEAKERS. FORM 990, PAGE 2, PART III, LINE 4D THE ORGANIZATION PROVIDES EDUCATION ON CHARITABLE GIFT PLANNING INCLUDING MONTHLY ELECTRONIC NEWSLETTERS AND REPORTS, BI-MONTHLY WEBINARS, PERIODIC RESEARCH REPORTS, AND TECHNICAL BULLETINS. FORM 990, PAGE 6, PART VI, LINE 7A THE NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS, INC. CARRIES OUT ITS EXEMPT PURPOSES,IN PART, THROUGH A NETWORK OF OVER 90 LOCAL COUNCLIS (CHAPTERS). EACH MEMBER COUNCIL IS REPRESENTED BY ONE OR TWO DELEGATES TO THE ANNUAL MEETING. THESE REPRESENTATIVES, COLLECTIVELY KNOWN AS THE ASSEMBLY OF DELEGATES OR LEADERSHIP ASSEMBLY, ARE RESPONSIBLE FOR ELECTING MEMBERS OF THE BOARD OF DIRECTORS FROM A SLATE PREPARED BY THE DIRECTORS NOMINATING COMMITTEE. THE DIRECTORS NOMINATING COMMITTEE CONSISTS OF PAST AND CURRENT BOARD CHAIRPERSONS AND REPRESENTATIVE COUNCIL PRESIDENTS. FORM 990, PAGE 6, PART VI, LINE 11B ALL MEMBERS OF THE ORGANIZATION'S BOARD OF DIRECTORS RECEIVE AND EXAMINE A COPY OF THE FORM 990 PRIOR TO FILING WITH IRS. THE ORGANIZATION'S AUDIT COMMITTEE APPROVES THE FORM 990 PRIOR TO FILING. THE ORGANIZATION'S PRESIDENT AND CEO RECEIVES, EXAMINES, AND SIGNS THE FORM 990 PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C THE BOARD OF DIRECTORS AND EMPLOYEES MUST COMPLETE CONFLICT OF INTEREST DISCLOSURE STATEMENTS ANNUALLY. FORM 990, PAGE 6, PART VI, LINE 15A THE BOARD OF DIRECTORS, THROUGH ITS EXECUTIVE COMMITTEE, REVIEWS AT LEAST ANNUALLY THE PERFORMANCE OF THE PRESIDENT AND CEO AND DETERMINES ANY SALARY ADJUSTMENTS. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION MAKES ITS FORM 1023, DETERMINATION LETTER, AND THE THREE MOST RECENT YEARS OF FORM 990 AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART XI, LINE 9 BOOK / TAX DEPRECIATION DIFFERENCE -883