Platinum Partner  

 As an outsourced chief investment officer and planned gift administrator, we support our clients’ values and stewardship of investments and charitable gifts.

Investment Consulting
Cornerstone’s Christian investment service committee utilizes a proven process to develop comprehensive investment solutions for each client.

Planned Giving Administration
Cornerstone provides complete administration and compliance for Charitable Trusts, Gift Annuity Programs, Donor Advised and Endowment Funds, and many more.

Gift & Estate Design Consulting
Cornerstone provides support for your planned giving staff and can assist in the preparation of estate and gift design proposals.

Gold Partners

Your mission is important. Our mission is to serve yours.

Since 1930, HighGround Advisors has been committed to protecting, strengthening and growing the missions of our nonprofit clients through our comprehensive services in investment and asset management, charitable gift planning, and matters unique to tax-exempt organizations and the individuals who support them.

State Street Global Advisors' parent company, State Street Corporation, was founded over 225 years ago and is responsible for 10% of the world's assets. State Street Corporation specializes in asset servicing, research and trading, data and analytics, and through State Street Global Advisors - asset management.

SSGA's Charitable Asset Management team has been an industry leader since 1984, celebrating 36 years of excellence, and is presently managing over $3 billion in planned gift and endowment assets. Today we hope to connect with you about our success in asset management, and how we help non-profits succeed.

Silver Partners

• Mobile-friendly websites
• Emails & enewsletters
• Print materials
• Donor proposal software
• Content management
• Donor analytics
• Gift calculators
• Training and much more

For more information, please visit crescendointeractive.com.

The National Gift Annuity Foundation, a subsidiary of the Dechomai Foundation, provides CGA outsourcing for gift acceptance, contract issue, gift management and administration. We are the largest independent platform for issuing gift annuities in the U.S. We accept the payment risk on your behalf. And, we return 100% of the remainder to the donor's intended charity.

The Dechomai Foundation’s sole purpose is to help charitable organizations like yours receive non-cash donations – donations that your charity might not otherwise be able to accept. Many of these illiquid assets can be used to fund a gift annuity.

We manage the entire process – from receiving the non-cash asset to managing and liquidating the asset to finally granting the net proceeds to the charity recommended by the donor, or funding a CGA to provide payments to your donors for their lifetimes.

We have extensive experience in accepting commercial and residential real estate, many types of limited partnerships, closely-held stock, restricted stock, S-Corp stock, life insurance, notes, seats on financial exchanges and other unusual assets – all subject to Board approval, of course. Since our inception in 2003, we have accepted and managed over $1.4 billion in assets.

Before you turn down another valuable gift, contact us!

From building awareness to increasing leads, Pentera's integrated planned giving marketing helps you get results. More time, less stress, and marketing that works.

Let Pentera’s Marketing Consulting Team Help Your Nonprofit

Pentera is the nation’s leading planned giving marketing firm, specializing in full-service integrated marketing communications.

For more than four decades Pentera has set the standard for innovative planned giving marketing solutions and top-quality customer service, serving thousands of charities, hospitals, and educational institutions throughout the United States. Pentera, Inc., was founded by the renowned planned giving expert, consultant, and industry pioneer André R. Donikian, JD.

For over a decade, Claudine A. Donikian, JD, MBA, has directed the company, successfully developing cutting-edge strategies, pioneering industry-changing research, and ensuring that it remains the leading marketing firm of the planned giving industry.

PNC Institutional Asset Management provides comprehensive administration and investment solutions for nonprofit organizations' planned giving programs. From a gift's initial asset receipt to the distribution of a closed gift's residuum, our planned giving professionals help you manage every post-gift aspect of your planned giving program. We provide experience in the specialized area of investment management and life-income gift administration for charitable gift annuities, charitable remainder trusts, and pooled income funds.

Stelter is the strategic partner nonprofits depend on most to provide expertise on cultivating valuable, long-term donor relationships through a unique combination of industry insight, customer focus and creative services.

Since 1962, The Stelter Company has been the leading innovator in helping nonprofits raise more money through planned gifts. Stelter’s team provides the most comprehensive array of gift planning marketing solutions and services in the industry—with an unparalleled focus on our customers and their donors.

Specialties:

• Understanding our clients' missions, goals & objectives
• Applying a data-driven approach to find the most effective solutions
• Focusing on metrics & ROI
• Partnering with nonprofits to accomplish their gift planning fundraising goals!

In-Kind Partner

Planned Giving Today is the premier monthly resource serving the planned giving community and connecting readers to leading professionals in the field since 1990. Read by more than 6,000 gift planners every month, the publication delivers fresh marketing ideas, actionable information, and valuable insights from the planned giving experts in the not-for-profit and for-profit communities.

We are a proud partner of the ACGA offering ACGA members a 30% discount on a new personal subscription to Planned Giving Today!

2024 Conference Exhibitors

Giving Docs helps nonprofits empower their supporters with free high-quality online estate planning tools, in order to advance the impact of planned giving. Our platform allows users to create meaningful estate plans that provide for both the people they love and the causes they care about. Our toolkit enables donors to create a legacy gift through a bequest in a will, California Trust or codicil; to adjust beneficiary designations via retirement accounts or life insurance policies; and to make donations via stock gifts, IRA Qualified Charitable Distributions, and Donor Advised Funds.

Driven by behavioral science in partnership with Duke University’s Center for Advanced Hindsight, Giving Docs collaborates alongside our wide array of nonprofit partners to transform donor intention into action, uncover new planned gifts, and gain valuable insight into donor behavior. 

The National Association of Charitable Gift Planners (CGP) is the leading organization setting standards for charitable gift planners. We bring members together to learn, connect and advocate. We provide education and resources that enrich and advance careers. We connect colleagues at all levels through our national network—including those who defined the field. We exist to serve our distinguished profession and bring to life the art and science of charitable gift planning.