October 18, 2022 – Unlock Your Gift Planning Potential

UNLOCK YOUR GIFT PLANNING POTENTIAL
with Barbara Yeager
Director of Education and Programs
National Association of Charitable Gift Planners

Looking for the secret to successfully starting or building a better gift planning program? You’re in luck, a treasure trove of best practices is available online! In our next educational session, you’ll learn how to locate resources from the National Association of Charitable Gift Planners for steps you can take to produce immediate results – and learn how the National Standards for Gift Planning Success can support your own work.

Learning objectives:
– Familiarize yourself with the 16 National Standards for Gift Planning Success.
– Use the Standards to identify next steps for your own gift planning program.
– Navigate the web-based resources on CGP’s website to find the ones you need right away.

Presenter:
Barbara Yeager joined the staff of the National Association for Charitable Gift Planners in 1991. She was a team member on the task forces that developed the Valuation Standards for Charitable Planned Gifts, the Guidelines for Reporting and Counting Charitable Gifts and the National Standards for Gift Planning Success. The work of the NSGPS task force now focuses on gift planning metrics, and Babs has a particular interest in gift counting policies and benchmarking collaborations, since those are essential to measuring gift planning success. She also develops programs and curates resources that support the National Standards.

Babs holds the Chartered Advisor in Philanthropy credential from The American College, and she works with the College to foster collaboration between nonprofit and for-profit advisors, including the new case study session format at the CGP Conference. Before joining the CGP staff, she worked as a public librarian and as a technical writer and systems analyst. She is a past president of CGP Indiana and a member of the planned giving advisory committee of the Carter Center. Babs earned a master’s degree in library and information science from Kent State University, where she also earned a bachelor’s degree in English, summa cum laude, and was inducted into Phi Beta Kappa. She is a Girl Scout volunteer, a gardener of food and flowers and a blue-ribbon sock knitter.

Please register by October 14 at the link below:

https://us06web.zoom.us/meeting/register/tZAuf-GprTgsH9Noh-6_YN-QHhgvQpUleP84