Ohio · Nonprofit
NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS
NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS (Ohio) receives grants from 1 organization whose IRS filings report $15,000 to it, the largest being TR UA FIFTH THIRD FOUNDATION ($15,000). 0 of them have funded it in more than one year.
- Revenue FY2025
- $45k
- Funders on record
- 1
- Grants received
- $15k
- Net assets
- $69k
What National Association of Charitable Gift Planners does
Mission
To increase planned giving gifts in our community.
As stated on its FY2025 Form 990-EZ.
Programs
sponsored quarterly and a series of monthly 90 minute seminars to educate gift planning professionals
$10,964 spent48% of program spendingsponsored legacy program Voices of Giving to encourage promote and recognize community planned gift donors.
$11,732 spent51% of program spendingSponsored educational series for planned giving professionals new to the business.
$94 spent0% of program spending
The 3 programs described on its FY2025 Form 990-EZ. Program spending in total: $22,790.
The organization over time
Each line starts at 100 in 2021, so what you read is the shape rather than the size: 150 means half as much again as 2021, 50 means half. The number beside each label in the key is where it ended.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2022 to 2023, from $69k to $59k (−14%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 1 of the last 5 reported years ran a deficit.
Who funds it, year by year
Grant support over time, funder by funder — shade shows the grant size each year.
From the IRS filings of NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Where its funders are
100% of NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS's grant income comes from Ohio funders.
Funder states come from each funder’s own filing. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Organizations like NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Ohio
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Public support
100%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 1 state
Screen this organization
A dated, signed PDF of the compliance screen for NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS?
- NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS (Ohio) receives grants from 1 organization whose IRS filings report $15,000 to it, the largest being TR UA FIFTH THIRD FOUNDATION ($15,000). 0 of them have funded it in more than one year.
- How many funders does NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS have?
- IRS filings report 1 organization giving $15,000 in grants to NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS.
- Who is the largest funder of NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS?
- TR UA FIFTH THIRD FOUNDATION is the largest funder on record, with $15,000 in grants. The full list of funders is on this page.
- How can an organization like NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Ohio. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds National Association of Charitable Gift Planners →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2021–2025), and the filings of 1 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing