Session Description: Will You Still Count Me Tomorrow? – Scott Lumpkin, Steven Meyers

CGP’s Guidelines for Reporting and Counting Charitable Gifts offer many benefits, including broader discussions with donors, better relations between development and finance, and a pipeline that protects against economic volatility and staff turnover. But how do you put the best counting practices in place and KEEP them in place? Three authors of the counting guidelines share their own experience using and institutionalizing policies to count deferred and revocable gifts in spite of management changes and cash-is-king thinking.

CFRE: Approved for 1 point
CAP: Approved for 1 PACE credit
CFP: Approved for 1 hour