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2026 Summer Advocacy Survey
CGP works on a number of initiatives to protect and promote charitable giving throughout the year. The purpose of this survey is to learn how our efforts can be most impactful to you, your donors and organizations.
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1.
What is your position title?
(Required.)
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2.
What are your primary duties?
(Required.)
Gift Planning (Planned Giving)
Principal Gifts
Major Gifts
Annual Giving
Fundraising Generalist
Executive Leadership
Gift Administration
Financial Advising
Philanthropic Advising
Estate Planning
Consultant
Business/Corporation
Other
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3.
At what type of organization do you work?
(Required.)
Arts and Culture
Education
Environmental/Animal Welfare
Family and Social Services
Healthcare
International
Religious
Social Justice/Advocacy
Community Foundation/Foundation
Consultant
Professional Office/Firm
Related Business
Comments
4.
What do you expect will impact charitable giving the most (positively or negatively) in the coming year?
5.
What are you most concerned about regarding your work in charitable gift planning in the coming year?
6.
Where would you like to see CGP focus its advocacy efforts? Please rate each of the following.
High Priority
Moderate Priority
Low Priority
Not a Priority
Protecting the Johnson Amendment. (prohibits 501(c)(3)s from endorsing or opposing political candidates)
High Priority
Moderate Priority
Low Priority
Not a Priority
Protecting the 501(c)(3) tax exempt status qualifications as currently established in the U.S. tax code.
High Priority
Moderate Priority
Low Priority
Not a Priority
Expanding QCD eligibility to include Donor Advised Funds. (IRA Charitable Rollover Facilitation and Enhancement Act)
High Priority
Moderate Priority
Low Priority
Not a Priority
Expanding QCD eligibility beyond IRAs to include 401k and 403b retirement plans. (The Charity Parity Act)
High Priority
Moderate Priority
Low Priority
Not a Priority
Supporting State law initiatives to streamline the release of IRA charitable beneficiary distributions and TODs. (RIFT Initiative)
High Priority
Moderate Priority
Low Priority
Not a Priority
Supporting National efforts to establish guideline or regulations to streamline the release of IRA charitable beneficiary distributions and TODs. (RIFT Initiative)
High Priority
Moderate Priority
Low Priority
Not a Priority
Other (please specify)
7.
What changes in tax policy do you think would make the work of charitable gift planning more effective and bolster giving? This can include enhancements to existing incentives or brand new ideas.
Current Progress,
0 of 7 answered
