2025-04-12T11:03:16-05:00 2024-08-31 541498950 RENNER AND COMPANY CPA PC 700 NORTH FAIRFAX STREET SUITE 400 ALEXANDRIA VA 22314 990 2023-09-01 521540518 NATIONAL CAPITAL GIFT PLANNING COUNCIL INC NATI 7033707435 3337 DUKE ST ALEXANDRIA VA 22314 SARAH SOSA-ACEVEDO CURRENT PRESIDENT 7033707435 2025-03-18 1 1 JOAN M RENNER CPA P00456765 7035351200 2025-03-18 2023 2025-03-06 01:10:19Z SARAH SOSA-ACEVEDO 3337 DUKE ST ALEXANDRIA VA 22314 149690 0 X WWW.NCGPC.ORG X 1987 DC THE PURPOSES OF THE CORPORATION ARE TO: ADVANCE AND PROMOTE CHARITABLE GIFT PLANNING, AND TO OFFER EDUCATIONAL PROGRAMMING THAT ENHANCES PROFESSIONAL DEVELOPMENT, PROVIDES OPPORTUNITIES FOR NETWORKING, AND PROMOTES COOPERATION AMONG THE MANY PROFESSIONAL DISCIPLINES THAT ARE INVOLVED IN THE CHARITABLE GIFT PLANNING PROCESS. 19 19 0 30 1725 0 9790 1925 114155 146010 30 30 3150 1725 127125 149690 0 0 0 0 0 0 0 0 488 131855 112955 131855 112955 -4730 36735 210685 252821 1622 7023 209063 245798 X THE OBJECTIVE AND PURPOSES FOR WHICH THE CORPORATION IS ORGANIZED AND OPERATED ARE TO ADVANCE AND PROMOTE CHARITABLE GIFT PLANNING AND HELP DONORS EXPERIENCE THE FULFILLMENT OF PHILANTHROPY BY ENCOURAGING THE EDUCATION AND TRAINING OF PLANNED GIVING PRACTITIONERS, ADVISORS AND ALLIED PROFESSIONALS, TO ENGAGE IN SEMINARS THAT ENHANCE PROFESSIONAL DEVELOPMENT, PROVIDE OPPORTUNITIES FOR NETWORKING AND SIMILAR ACTIVITIES DESIGNED TO PROMOTE COOPERATION AMONG THE MANY PROFESSIONAL DISCIPLINES INVOLVED IN THE CHARITABLE GIFT PLANNING PROCESS, AND TO ENGAGE IN OTHER ACTIVITIES AS MAY BE NECESSARY AND PROPER TO ACCOMPLISH THE OBJECTS AND PURPOSES OF THE ORGANIZATION. 0 0 62032 146010 THE NCGPC SERVES AS A RESOURCE FOR THOSE WHO WORK IN AND ARE INTERESTED IN THE AREA OF GIFT PLANNING.1. THE COUNCIL MAINTAINS A WEBSITE THAT PROVIDES INFORMATION PERTAINING TO THE COUNCIL.2. THE COUNCIL HOSTS ANNUAL PLANNED GIVING DAYS, A 1 DAY CONFERENCE FOR PLANNED GIVING PROFESSIONALS.3. THE COUNCIL HOSTS EIGHT MEETINGS EACH YEAR THAT ARE EDUCATIONAL OPPORTUNITIES FOR PLANNED GIVING PROFESSIONALS. 62032 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 1 0 1 1 0 0 0 0 0 0 0 0 0 X 19 19 0 1 0 0 1 1 0 1 0 0 0 1 1 1 1 0 1 0 0 0 VA X PAMELA VALENZUELA ASCENT MANAGEMEN 7033707435 3337 DUKE ST ALEXANDRIA VA 22314 X JADE BRISTOL PRESIDENT 1.00 X X 0 0 0 SARAH SOSA-ACEVEDO PRESIDENT ELECT 1.00 X X 0 0 0 FRANCENA JACKSON TREASURER 1.00 X X 0 0 0 SABRINA NAYLOR SECRETARY 1.00 X X 0 0 0 MATTHEW GARDNER VP PROGRAMS 1.00 X X 0 0 0 MAYA WEIL VP MEMBERSHIP 1.00 X X 0 0 0 ANN KOLAKOWSKI PAST PRESIDENT 1.00 X X 0 0 0 KIRSTA SELNAU CAMARDA DIRECTOR 1.00 X 0 0 0 SARA EIGENBERG DIRECTOR 1.00 X 0 0 0 SUSAN FEIDELMAN DIRECTOR 1.00 X 0 0 0 BETH FIENCKE DIRECTOR 1.00 X 0 0 0 LAUREN HANCOCK DIRECTOR 1.00 X 0 0 0 WEST HONEYCUTT DIRECTOR 1.00 X 0 0 0 MOLLY KRAWCZYK DIRECTOR 1.00 X 0 0 0 JIM LUERSSEN DIRECTOR 1.00 X 0 0 0 EMMA MILLER DIRECTOR 1.00 X 0 0 0 EVELYN MORGNER DIRECTOR 1.00 X 0 0 0 TIFFANIE PURVIS DIRECTOR 1.00 X 0 0 0 SEAN TWOMEY DIRECTOR 1.00 X 0 0 0 PAMELA VALENZUELA EXECUTIVE DIRECTOR 20.00 X 0 0 0 0 0 0 0 0 0 0 0 1925 1925 CONFERENCE 900099 85245 85245 DUES 900099 28950 28950 MONTHLY MEETINGS 900099 14350 14350 MONTHLY PROGRAMS SPONS 900099 14000 14000 PG 101 REGISTRATION 900099 3465 3465 146010 30 30 VACANCY ANNOUNCEMENTS 900099 1725 1725 1725 149690 146010 1725 30 39205 39205 3077 3077 1716 858 858 3058 471 2562 25 4368 2184 2184 55277 55277 1028 1028 CREDIT CARD FEES 4631 3242 926 463 NACGP DUES 500 500 CSC CORP DUES 95 95 112955 62032 50435 488 107478 144293 101123 101153 1440 6742 644 633 210685 252821 1572 6973 50 50 1622 7023 X 209063 245798 209063 245798 210685 252821 36735 0 X 0 0 0 X 0 4000 16760 9790 1925 32475 48160 95293 128930 114155 146010 532548 48160 99293 145690 123945 147935 565023 0 0 0 565023 183 39 30 30 30 312 183 39 30 30 30 312 48343 99332 145720 123975 147965 565335 0.99940 0.93950 0.00060 0.00080 X FORM 990, PART VI, SECTION A, LINE 3 A MANAGEMENT COMPANY RUNS THE DAY-TO-DAY ACTIVITIES OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS SHALL BE OPEN TO ALL INDIVIDUALS WHO ARE ENGAGED IN OR OTHERWISE INTERESTED IN THE FIELD OF CHARITABLE GIFT PLANNING. NO MEMBER MAY UTILIZE HIS OR HER MEMBERSHIP IN THE CORPORATION FOR PERSONAL GAIN OR PROMOTION OF ANY PERSONAL INTEREST (INCLUDING ANY PRIVATE MAILING TO THE MEMBERS LISTED IN THE MEMBERSHIP DIRECTORY.) THE FOLLOWING PRIVILEGES SHALL BE EXTENDED TO MEMBERS OF THE CORPORATION: 1. ATTENDANCE AND DIRECT PARTICIPATION AT ALL REGULAR MEETINGS OF THE CORPORATIONS. MEMBERS WILL BE NOTIFIED OF THE TIME AND PLACE OF EACH MEETING OF THE CORPORATION AT LEAST ONE WEEK IN ADVANCE. 2. RIGHT TO VOTE ON ALL MATTERS RELATING TO THE CORPORATION, AS PROVIDED IN THESE BYLAWS, INCLUDING ELECTION OF OFFICERS AND DIRECTORS. 3. AFFILIATION WITH NACGP INCLUDING THE RIGHT TO ATTEND NACGP-SPONSORED MEETINGS. 4. PREFERENTIAL RATES FOR ATTENDANCE AND SEMINARS SPONSORED BY THE CORPORATIONS. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS MEMBERS WHO MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAS NO COMMITTEES THAT ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR REVIEWS THE FORM 990 PRIOR TO THE REVIEW OF THE BOARD OR ITS AUTHORIZED REPRESENTATIVES. FORM 990, PART VI, SECTION B, LINE 12C THE EXECUTIVE DIRECTOR DISTRIBUTES CONFLICT OF INTEREST FORMS TO ALL DIRECTORS, REPORTS ON THE RESULTS TO THE ENTIRE BOARD, AND MAINTAINS THE DOCUMENTS IN THE MANAGEMENT COMPANY'S OFFICE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE WITHIN A REASONABLE TIME OF RECEIPT OF REQUEST.