Public Charity

NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS INC

NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS INC is a private foundation categorized as Public Charity based in INDIANAPOLIS, IN. Its most recent IRS filing (2024) reports revenue of $1.9M, expenses of $1.8M, total assets of $1.6M.

EIN: 351796186 INDIANAPOLIS, IN Philanthropy, Charity & Voluntarism Promotion NTEE: T50 Latest filing: 2024
Total Revenue$1.9M
Total Expenses$1.8M
Total Assets$1.6M
Grants Given0
Filing Years2020–2024

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.

Officers & Directors

BOARD DIRECT Aquanetta Betts
BOARD DIRECT Bobby Collier
BOARD DIRECT Brad Gornto
CONFERENCE C Carlo Laurore
TREASURER Ericka Webb
BOARD DIRECT George Westerman

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2024 $1.9M $1.8M $1.6M
2023 $1.9M $1.7M $1.4M
2022 $1.4M $1.2M $1.3M
2020 $1.2M $1.1M $1.2M

Between 2020 and 2024, reported annual revenue grew from $1.2M to $1.9M (+68%), with total assets most recently reported at $1.6M.

Interactive year-over-year charts and full filing details available with membership.

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