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A Word form the Chair - March 2019

Locke

As we look toward spring and the renewal that season brings, I am excited to share that new things are happening at ACGA.   I would like to highlight three areas that you can learn more about in this issue of the newsletter and we’ll share more as this work continues.  

The first area I’d like to celebrate is reaching the $150,000 endowment goal for the Terry L. Simmons Scholarship Fund.  Generous gifts from individuals and groups across the country contributed to ensuring that we reach this milestone.  The ACGA along with many leaders in the philanthropic community created this Scholarship to honor the extraordinary man whose impact on the charitable field that cannot be overstated.   Terry passed away in April of 2017 and he is sorely missed, but the legacy he leaves endures.   An article in this newsletter provides more details about the Scholarship and I encourage you to read more about Terry Simmons, his leadership and legacy in the philanthropic community and the scholarship that enables gift planners who are newer to the field to further their professional development.  We are forever grateful to Terry and look forward to the Simmons Scholarship Fund helping grow the next generation of talented gift planners.

The work of our strategic planning process is continuing following our November retreat.  We have four workgroups led by experienced ACGA board members that began work in January with the charge to have a preliminary report in March with a full report back due to the Board at our spring meeting in Atlanta.   Those workgroups will be focused developing strategic initiatives from the objectives identified at our retreat in early November.   We anticipate a work-oriented report that will provide a roadmap for the next several years.  

Lastly, I’d like to highlight a first-ever joint research project with the National Association of Charitable Gift Planners (CGP).  This new research will be shorter than ACGA’s comprehensive 2017 Survey of Charitable Gift Annuities, but we hope will expand our inquiry further to determine best practices for growing gift annuity programs that all charities can follow.   We are grateful for Michael Kenyon and the CGP Board’s willingness to engage in this new collaboration that we hope will serve our field and missions.  The survey is tentatively set for the spring so stay tuned for results later this year.    

As always, we are very grateful for the trust you place in us by becoming ACGA members.  Stay tuned through our website and newsletter as we move forward into the future with a new strategic plan, new research, our Conference in Atlanta in 2020 as well as our continuing work.   Have a wonderful spring!