Indiana · Nonprofit
NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS INC
NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS INC (Indiana) receives grants from 8 organizations whose IRS filings report $203,730 to it, the largest being The Hibel Family Foundation ($103,000). 2 of them have funded it in more than one year.
- Revenue FY2024
- $1.9M
- Funders on record
- 8
- Grants received
- $204k
- Net assets
- $1.5M
What National Association of Charitable Gift Planners Inc does
Mission
To assist the public in making effective philanthropic gifts to nonprofit organizations by encouraging and providing for the education and training of the charitable gift planning community, setting standards for the practice of charitable planning, and establishing communication and mentoring among charitable planning professionals.
As stated on its FY2024 Form 990.
Programs
The organization emphasizes advanced charitable gift planning education, training and resources, and provides information to promote discussion on economic and government policy and regulation affecting charitable giving and nonprofit oversight.
$837,845 spent$1,099,868 earned by the program49% of program spendingMember services: the organization provides education on charitable gift planning, including ethics and best practices, via both print and electronic media.
$787,476 spentof which $7,978 as grants$70,520 earned by the program46% of program spendingAdvocacy: the organization provides education on gift planning issues, research, tools, strategies, and regulation on legislation governing charitable gift planning.
$70,057 spent4% of program spendingThe organization provides education on charitable gift planning including monthly electronic newsletters and reports, bi-monthly webinars, periodic research reports, and technical bulletins.
The 4 programs described on its FY2025 Form 990, listed largest first by expense. Program spending in total: $1,695,378.
The organization over time
Each line starts at 100 in 2020, so what you read is the shape rather than the size: 150 means half as much again as 2020, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2023 to 2024, from $1.4M to $1.6M (+13%).
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.
Government-grant reliance: 2021 11%. Grants only. Government contracts and fees sit inside program revenue.
31% of NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS INC’s revenue is contributions — more earned-revenue than three-quarters of its peers (82% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 0 of the last 5 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Who funds it, year by year
2017 → 2023: the base held at 2 funders, grant income rose $2k → $50k.
3 of 8 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 40% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
From the IRS filings of NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS INC’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.
How concentrated its funding is
NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS INC leans on a few funders — its largest provides 51% of grant income and the top three 97%; half comes from just 1 funder.
the vertical line marks half of all grant income — 1 funder to its left
49% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS INC.
Largest funder’s share by year: 2017 95% · 2018 87% · 2019 100% · 2020 100% · 2021 100% · 2022 100% · 2023 100% — growing more concentrated.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. 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.
How long its funders stay
0% of NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS INC's funders are still giving 3 years after their first grant; 25% give in more than one year at all.
Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.
Where its funders are
NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS INC draws 100% of its grant income from funders outside Indiana, across 4 states in all.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $81k arriving through sponsors registered in 3 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. 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.
Against its field
NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS INC has grown faster than half of the 2,910 philanthropy nonprofits its size.
this organization peer median middle 50% of peers· 2,910 philanthropy nonprofits $1M–$10M, FY2024
Organizations like NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS INC
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 Indiana
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
85% of spending goes to programs.
Governance
Public support
95%
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 INC: 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 INC?
- NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS INC (Indiana) receives grants from 8 organizations whose IRS filings report $203,730 to it, the largest being The Hibel Family Foundation ($103,000). 2 of them have funded it in more than one year.
- How many funders does NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS INC have?
- IRS filings report 8 organizations giving $203,730 in grants to NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS INC, 2 of which have funded it in more than one year.
- Who is the largest funder of NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS INC?
- The Hibel Family Foundation is the largest funder on record, with $103,000 in grants. The full list of funders is on this page.
- How can an organization like NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS INC find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Indiana. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2020–2024), and the filings of 8 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