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 12/2020, National Association Of Charitable Gift Planners generated $109.6k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (11.2%) each year. All expenses for the organization totaled $154.1k during the year ending 12/2020. As we would expect to see with falling revenues, expenses have declined by (5.1%) per year over the past 6 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2020
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:
Part 3
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 | |
Dana Holt Imed Past Chair | 2 | $0 | |
Helene Benitez Board Member | 2 | $0 | |
Dena Degroat Board Member | 2 | $0 |
Statement of Revenue | |
---|---|
Total Revenue from Contributions, Gifts, Grants & Similar | $39,530 |
Investment income | $1,041 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $0 |
Net Gain/Loss on Asset Sales | $0 |
Net Income from Fundraising Events | $0 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | $109,631 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic individuals. | $0 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $0 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $0 |
Pension plan accruals and contributions | $0 |
Other employee benefits | $0 |
Payroll taxes | $0 |
Fees for services: Management | $87,000 |
Fees for services: Legal | $0 |
Fees for services: Accounting | $0 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $0 |
Fees for services: Other | $8,550 |
Advertising and promotion | $0 |
Office expenses | $0 |
Information technology | $3,821 |
Royalties | $0 |
Occupancy | $0 |
Travel | $190 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $0 |
Interest | $0 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $0 |
Insurance | $777 |
All other expenses | $0 |
Total functional expenses | $154,147 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $54,960 |
Savings and temporary cash investments | $72,537 |
Pledges and grants receivable | $0 |
Accounts receivable, net | $1,080 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $0 |
Prepaid expenses and deferred charges | $15,719 |
Investments—publicly traded securities | $0 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $0 |
Total assets | $144,296 |
Accounts payable and accrued expenses | $287 |
Grants payable | $0 |
Deferred revenue | $20,616 |
Tax-exempt bond liabilities | $0 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $0 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $0 |
Total liabilities | $20,903 |
Net assets without donor restrictions | $0 |
Net assets with donor restrictions | $0 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Total liabilities and net assets/fund balances | $123,393 |
Over the last fiscal year, we have identified 1 grants that National Association Of Charitable Gift Planners has recieved totaling $10,000.
Awarding Organization | Amount |
---|---|
The Northwest Minnesota Foundation Bemidji, MN PURPOSE: FOR LEAVE A LEGACY MINNESOTA PROJECT | $10,000 |
Organization Name | Assets | Revenue |
---|---|---|
Childrens Cancer Research Fund Minneapolis, MN | $16,189,103 | $22,272,354 |
Dakota Medical Charities Fargo, ND | $81,107,368 | $3,853,049 |
Holl Trust B Presbyterian Home Milwaukee, WI | $34,163,292 | $4,097,383 |
Impact Foundation Fargo, ND | $5,033,144 | $2,597,194 |
Venn Foundation Saint Paul, MN | $9,147,471 | $5,256,228 |
Givemn Minneapolis, MN | $1,195,446 | $1,190,324 |
Northwoods Interfaith Volunteer Caregivers Program Bemidji, MN | $21,563 | $852,324 |
Wisconsin Philanthropy Network Inc Milwaukee, WI | $894,082 | $720,344 |
Faegre Baker Daniels Foundation Minneapolis, MN | $786,187 | $1,305,193 |
Rebuilding Together Greater Des Des Moines, IA | $108,508 | $525,974 |
Garden Gate Ranch Inc Indianola, IA | $724,390 | $753,347 |
Badgers United Inc Middleton, WI | $314,742 | $561,354 |