1. Advocating for the Future of Philanthropic Planning
Planned Giving
Council of Houston
December 01, 2016

2. Advocate for the professionals in the field of philanthropic planning

3. Advocate for the practice of charitable gift planning

4. Advocate for a positive legal and financial environment that encourages and expands charitable gift planning

5. Advocacy Versus Lobbying
ADVOCACY LOBBYING
Educating and creating Lobbying is attempting
awareness among to influence legislators
legislators and the to support or oppose a
general public of issues particular piece
facing the community of legislation
Advocacy does not endorse or oppose specific legislation, but rather informs the community

7. Nonprofits provide 11% of America’s workforce
Strengths
Nonprofits provide 11% of America’s workforce
Generates over $1 trillion every year through human services
Nonprofits account for 6% of the GDP and more than 9% of all wages
Larger than the national defense sector

8. Nonprofit sector does not work together well
Weaknesses
Nonprofit sector does not work together well
Financial resources to allocate for advocacy and lobbying
Lack of focus on external factors
Philanthropy included on institutional government relations agendas

9. Opportunities
Charitable deduction is an American tradition since and a model for the world
Generates over $1 trillion every year through human services
Reaches all sectors and strata of American society
The nonprofit sector is highly regarded and valued

10. Bad publicity and poor sector public relations
Threats
Bad publicity and poor sector public relations
Charity is a method for wealthy individuals to avoid taxes
Loss of favorable charitable tax incentives in tax reform negotiations
Loss of relevancy within federal and state government

12. Potential Issues in Tax Reform
Camp Tax Reform Proposal (2014)
Charitable Tax Deduction
Endowment Spending Regulations
Private Museums Exempt Status
Charity versus Nonprofit
Donor Advised Funds Payout Regulations
State and Local Taxation Issues

13. Stay Informed of Latest Developments
Role of CGP in Advocacy
Stay Informed of Latest Developments
Inform National Membership
Support a Unified Voice for Charitable Giving
Partner with Leading National Organizations
Leverage State and National Membership in Advocacy Efforts

14. Legislative Update Virtual Meetings
Hosted by Perry Wasserman, Principle 501c Strategies
November 15th
8:30 am Pacific

15. Interpret changes for clients, donors and organizations
2017
Interpret changes for clients, donors and organizations
Educate ourselves on changes to vehicles and tools
Stay focused on clients, donors and build relationship

17. CGP Ends Policies
END 1:
Members have a welcoming, inclusive and engaging professional home at all stages of their careers.

18. CGP Ends Policies
END 2:
Members have access to meaningful, credible, and high-quality resources to enhance their professional performance at all stages of their careers.

19. CGP Ends Policies
END 3:
Standards and Best Practices are widely available and accepted by members and the greater charitable planning community.

20. CGP Ends Policies
END 4:
The greater charitable planning community has a positive legislative and policy environment.

21. Website

22. National – Council Partnership
Local Network
Regional Conference
Council Events
Unique Programs
National Network
National Conference
Online Education Resources
Online Education Programs
Standards and Best Practices
Research
National Career Center
Advocacy

23. Council Support Speakers Bureau Education Programming
Access to Updates and Information
Bi-monthly Council Newsletter
Council Leadership Summit
Council Leader Online Network
Council Categories and Services
Work Groups – Membership Development
National Affiliation