Become a Member
In a region long known as one of the most generous in the nation, the Northern Ohio Planned Giving Council is the only local organization that brings together philanthropic planning professionals from all relevant specialties to learn, partner and inspire each other.
Membership is open to individuals whose work or interests include developing, marketing, or administering charitable planned gifts. Our membership includes professionals at all stages of their charitable giving careers and all facets of our profession.
Those individuals include:
- Planned giving specialists
- Major gift officers
- Directors of development
- Nonprofit CEOs and executive directors
- Nonprofit board members and trustees
- Fundraising consultants
- Attorneys
- Accountants
- Financial planners
- Trust officers
- Insurance and real estate professionals
- Other financial services professionals and donor advisors
Membership Options
As a member of the Northern Ohio Charitable Gift Planners, you will join a select group of professionals who work daily with charitable gift plans. We are dedicated to improving the quality of philanthropic planning in Northern Ohio. Our members are staff and board members of local non-profit charitable organizations, as well as, professional advisors including accountants, attorneys, bankers, financial planners, insurance agents, investment advisors, and other community leaders.
We are affiliated with the National Association of Charitable Gift Planners (CGP), the source for education, research and advocacy for professionals who have a role in designing and implementing charitable gift planning.
Become a Council Member
- Local Council Only Dues: $100 annually
Council Benefits
- Education Series: Discounted rates on monthly programs featuring high quality presenters.
- Roundtable discussion sessions immediately following the monthly program.
- Continuing education for CFP, CFRE, CLE, ODI.
- Networking Opportunities.
- Invitation to the annual Planned Giving Day conference with discounted rates.
- Ability to apply for a Planned Giving Day scholarship.
- Access to timely updates on new legislation affecting charitable giving.
- Special member rate to all NOCGP hosted programs.
- Annual half day Planned Giving 101 program.
- Free online job postings and career board.
Become a National Member
- National Council Only Dues: $225 annually
National Benefits
Joint membership in NOCGP and the National Association of Charitable Gift Planners, offers all the benefits of local membership and the following. Click here to download flyer:
- National Conference on Philanthropic Planning - discounted registration for members.
- Certified Fundraising Executive Exam and Recertification - discounted registration for members.
- Connect and learn in CGP Link - an online community for members.
- Access research data - demographic and salary data, Gift Planner Profile surveys and research.
- Exclusive member resources - access to articles, guidelines, model documents and samples.
- Online directory of partnership members - searchable by name, organization and location.
- Engage with advocacy efforts to stay up to date on issues that affect your donors, the gift planning profession and the nonprofit sector.