CGP Leadership Institute Application

Please answer the following questions. Note that minimum qualifications are described in each section of this application. Leadership Institute members 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 members. 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 members.

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

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* 1. Contact Information

First Name:

Last Name:

Job Title:

Employer:

Street Address:

Apt/Suite/Office:

City:

State:

Zip:

Email Address:

Phone:

Date:

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* 2. References: Please list two current Leadership Institute members 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, visit the webpage https://charitablegiftplanners.org/leadership-institute-members

Member #1:

Member #2:

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* 3. Gift Planning Experience: How many years of professional experience do you have in charitable gift planning/philanthropic estate planning? If prior roles have included other experiences, include only the full time equivalent devoted to charitable gift planning/philanthropic estate planning.

Years in nonprofit sector:

Years in for-profit sector:

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* 4. Gift Planning Experience: Please describe a philanthropic plan you have helped to create that illustrates the use of sophisticated planning techniques and/or complex assets.

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* 5. Professional Leadership: Please describe your leadership to professional organizations in the field of philanthropic planning. The minimum qualification for Leadership Institute members is board, committee/task force or equivalent service to at least one other 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. Alternatively, describe any book or research you have published that significantly advances the understanding and practice of philanthropic planning.

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* 6. Training and Education: Please describe your experience providing education or training on topics related to philanthropic planning. The minimum qualification for Leadership Institute members 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) outside of the candidate's firm or organization, teaching in a CEU course or other training program for charitable planners, or equivalent.

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* 7. Volunteer Service: Please describe your involvement as a volunteer with charities or other organizations in your community. The minimum qualification for Leadership Institute members is at least three years of sustained service to one community organization.

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

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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.

I agree