Please answer the following questions. Note that minimum qualifications are described in each section of this application. Leadership Institute participants are generally expected to exceed minimum qualifications. Please submit a curriculum vitae or resume to supplement your application. 

Applications are reviewed by a committee of Leadership Institute participants. You will be notified of the results of this review within 30 days after your application is received by CGP. If you are admitted to the Leadership Institute, you will be invoiced for the annual fee of $150. This fee is in addition to annual CGP membership dues. CGP membership is required for all Leadership Institute participants.

If you have any questions please direct them to info@charitablegiftplanners.org. 
Contact Information

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* 1. Contact Information

How many years of professional experience do you have in charitable gift planning/philanthropic estate planning?

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* 2. How many years of professional experience do you have in charitable gift planning/philanthropic estate planning?

Please list two current Leadership Institute participants who agree to recommend you and are familiar with your qualifications. If you are not acquainted with member(s) of the Leadership Institute, please leave this question blank and a member will call to talk with you.

To see a complete list of Leadership Institute members, sign in to tCGP Link and click the Groups tab, then select the Leadership Institute group. Contact the CGP office at info@charitablegiftplanners.org or 317-269-6274 for assistance if you are not currently a CGP member.

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* 3. Please list two current Leadership Institute participants who agree to recommend you and are familiar with your qualifications. If you are not acquainted with member(s) of the Leadership Institute, please leave this question blank and a member will call to talk with you.

To see a complete list of Leadership Institute members, sign in to tCGP Link and click the Groups tab, then select the Leadership Institute group. Contact the CGP office at info@charitablegiftplanners.org or 317-269-6274 for assistance if you are not currently a CGP member.

Organizational Leadership: Please describe your leadership to professional organizations in the field of philanthropic planning. The minimum qualification for Leadership Institute participants is board, committee/taskforce or equivalent service to at least one organization, including CGP and/or its affiliated planned giving councils, estate planning councils, bar associations, ACTEC, AFP, ACGA, AHP, NAEPC, SFSP, AALU, CASE, and other fundraising or relevant professional organizations.

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* 4. Organizational Leadership: Please describe your leadership to professional organizations in the field of philanthropic planning. The minimum qualification for Leadership Institute participants is board, committee/taskforce or equivalent service to at least one organization, including CGP and/or its affiliated planned giving councils, estate planning councils, bar associations, ACTEC, AFP, ACGA, AHP, NAEPC, SFSP, AALU, CASE, and other fundraising or relevant professional organizations.

Community Involvement: Please describe your involvement as a volunteer with charities or other organizations in your community. The minimum qualification for Leadership Institute participants is sustained service to one community organization.

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* 5. Community Involvement: Please describe your involvement as a volunteer with charities or other organizations in your community. The minimum qualification for Leadership Institute participants is sustained service to one community organization.

Service: Please describe your experience providing education or training on topics related to philanthropic planning. The minimum qualification for Leadership Institute participants is three specific examples of any of the following types of service: presentations professional conferences, published books or articles in professional media (journals/web sites, etc.), mentoring of less experienced colleague(s), teaching in a CEU course or other training program for charitable planners, or equivalent.

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* 6. Service: Please describe your experience providing education or training on topics related to philanthropic planning. The minimum qualification for Leadership Institute participants is three specific examples of any of the following types of service: presentations professional conferences, published books or articles in professional media (journals/web sites, etc.), mentoring of less experienced colleague(s), teaching in a CEU course or other training program for charitable planners, or equivalent.

Experience: Please describe a philanthropic plan you have helped to create that illustrates the most sophisticated donors and/or gifts you have experienced.

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* 7. Experience: Please describe a philanthropic plan you have helped to create that illustrates the most sophisticated donors and/or gifts you have experienced.

Please submit a curriculum vitae or resume to supplement your application.

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* 8. Please submit a curriculum vitae or resume to supplement your application.

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I am familiar with the Model Standards of Practice for the Charitable Gift Planner and agree to adhere to its provisions.

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* 9. I am familiar with the Model Standards of Practice for the Charitable Gift Planner and agree to adhere to its provisions.

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