Virtual Exhibit Hall

The ACGA cannot comment on or recommend specific vendors or services offered by vendors including those listed below.

The ACGA posts Best Practices information on our web site, which may assist you in that process. We strongly recommend that your administrative, financial and legal team do appropriate due diligence as to any private vendors you consider engaging. 

 

BNY

 

As a leading wealth management firm, we understand the motivations of donors and the complex philanthropic and estate planning approaches used to preserve wealth while giving back to the community. Leveraging these insights and the broad resources of BNY Mellon, our Planned Giving team offers comprehensive gift management, investment management, and donor and organizational support as well as opportunities to share best practices and network with your peers at our annual conference.

For more than 20 years, our dedicated Planned Giving team has provided nonprofit organizations with comprehensive gift management, tailored investment management solutions, and donor and organizational support. Our clients benefit from the deep and broad resources of BNY Mellon Wealth Management, a leading wealth manager with more than two centuries of experience serving financially successful individuals and families, their family offices and business enterprises, planned giving programs, and endowments and foundations.


 

CGP 

 

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.


 

Chisholm Chisholm Kilpatrick

 

At Chisholm Chisholm & Kilpatrick LTD, our Bequest Management team is dedicated to ensuring that your organization honors your donors’ wishes, accelerates the distribution of their gifts, and maximizes the impact of their generosity. Our team understands the importance of planned giving to non-profits and charities and is dedicated to fulfilling the wishes of your donors while maximizing your gifts and minimizing administrative costs and burdens.

At CCK, our bequest management practice focuses on the following:

  • Facilitating the administration process, maximizing distributions, and protecting your bequest.
  • Recognizing potential administration issues and developing proactive solutions.
  • Your personalized service and access to case information.
  • Maintaining donor relationships for current and future generations.
  • We believe that every charitable donor deserves to have their intentions respected, and followed, to insure prompt and full distribution of the intended funds or assets to the named charity.

 

Cornerstone

 

Cornerstone helps nonprofits steer their financial resources to advance the Kingdom of God.

"So if you have not been trustworthy in handling worldly weath, who will trust you with true riches? - Luke 16:11 NIV

Turnkey Solutions for the Investment Management and Administration of Planned Gifts

  • Charitable Gift Annuity Programs
  • Donor Advised Funds
  • Endowments
  • Pooled Income Funds
  • Charitable Remainder Unitrusts
  • Deffered Gift Arrangements

 

Crescendo

 

With 30+ years of experience, Crescendo Interactive offers a results-driven integrated marketing system that creates leads, builds donor relationships and closes more gifts for your organization:
  • 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.


 

CTAC

 

CTAC combines the experience and expertise of a large administration firm with the customer service level of a boutique firm to produce the most comprehensive administration platform in the industry. Our goal is to provide our clients with the most professional, comprehensive, full-service products and services. Our turnkey approach to administration coupled with reasonable fees make CTAC your trusted admin

 

FreeWill

FreeWill has helped nonprofits create more than $1.3B in new planned gifts.

Come talk to us to learn how many of the most sophisticated nonprofits in the US are using FreeWill to move their planned and major giving online in this moment.


 

HighGround Advisors

 

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.


 

NGAF

 

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 platfrom 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!


 

Northern Trust

 

We serve the world’s most successful individuals, families and institutions through deep expertise, a culture of unwavering values and operational precision—working closely with every client to help them achieve something greater. For more than a century, Northern Trust has worked hard building our legacy of outstanding service, expertise and integrity. From our roots as a trust bank to a global presence today—with nearly 20,000 employees across offices in 20 states and Washington, D.C., and 23 international locations—our foundation of strength and stability helps clients grow with confidence.

We strive to be our clients' most trusted partner and to lead as a socially responsible member of our global communities. We earn this trust by staying true to our fiduciary heritage and providing differentiated, exceptional service and leading capabilities tailored to each client’s specific needs. A key aspect of our fiduciary heritage involves our focus on the integration of environmental, social and governance factors as cornerstones of investing.

As world citizens, we recognize that we must focus on advancing the long-term educational, cultural and social welfare of our communities through approaching business and our charitable efforts with integrity.

To realize your organization's mission, you need to create a plan for its future. Our practice is consultative and advice-driven, providing holistic solutions that combine sophisticated advisory expertise with a spectrum of value-added services. To help meet your investment and advisory needs, Foundation & Institutional Advisors (FIA), Northern Trust's national practice, exclusively serves foundations, endowments and other nonprofit institutional investors as either a dedicated investment advisor or as a fully outsourced chief investment officer (OCIO).


 

Pentera

 

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.


 

PG Calc

 

PG Calc is a full-service planned giving firm dedicated to meeting the needs of non-profits and the companies that serve them. Since 1985, we have steadily grown and enhanced our capabilities. Today, we offer a comprehensive array of planned giving products and services that include gift illustration and gift administration software, consulting, marketing and planned giving websites, gift administration services, endowment sub-accounting, and state registration and annual filing for gift annuities.

 

Planned Giving Today

 

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!


 

PNC

 

PNC Institutional Advisory Solutions® 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.

 

State Street Global Advisors

 

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.


 

Stelter

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!

 

The American College

 

The American College of Financial Services is the nation’s largest accredited nonprofit dedicated to the financial services profession. With courses designed for today’s working professional, The College places a premium on quality education and works tirelessly to ensure that society has informed, ethical financial professionals it can trust.

Financial Education For Today

With a unique, and unwavering, commitment to Practical Academics — “Pracademics”— and real-world results, The American College of Financial Services offers driven professionals one of the most valuable, and most valued, educations available today. The College is distinguished by resources of the highest quality, innovation in program delivery and design, and results that create sustainable career advantages. As a nonprofit, accredited higher education institution, our courses are researched and written by a faculty of the nation’s top thought leaders in financial services. Our goal is to ensure that our students are viewed by clients and peers as the best and brightest in their fields.


 

The Chronicle of Philanthropy

 

From deeply reported stories on the big ideas that shape the work of charities and foundations to the practical guidance in our online resource center, only the Chronicle of Philanthropy provides nonprofit professionals, foundation executives, board members, and others with the indispensable information and practical advice they need to help them change the world.

Our news and opinion pages fuel the national conversation about the role nonprofits play in society. The Chronicle’s special reports, benchmarking data, and popular webinars are essential information for nonprofit professionals. Decision makers at four in five of the largest and most influential charitable organizations in America read the Chronicle to advance their missions.

The Chronicle of Philanthropy was founded in 1988 and is published by the Chronicle of Higher Education Inc.


 

TIAA Kaspick

 

TIAA Kaspick is a premier provider of comprehensive planned giving services for charitable organizations nationwide. Through our sophisticated investment management approach, high-quality gift administration, and knowledgeable policy and practice consulting, TIAA Kaspick supports its clients in the essential elements of successful planned giving programs.

 

US Bank

 

Our team can help you to build your planned giving program from the ground up, or we can help you to grow your footprint. While you focus on donor relationships, we handle back-office functions and compliance matters. We can provide support for a variety of critical functions including consultation, gift administration, donor services, and administration of specialty assets.

 

US Legacy Income Trusts

 

The U.S. Charitable Gift Trust™ (Gift Trust) is a tax-exempt public charity offering donor-advised funds. U.S. Legacy Income Trusts (Legacy Income Trusts) are next-generation charitable planned-giving instruments established by the Gift Trust. Legacy Income Trusts and the Gift Trust are sponsored by Eaton Vance Management (Eaton Vance), a longtime leader in wealth management solutions.

Legacy Income Trusts provide Donors contributing cash and/or acceptable securities with the opportunity to:

  • Avoid recognition of capital gains on contributions of appreciated assets
  • Receive a federal income tax deduction based on the charitable remainder portion of the contribution value
  • Provide monthly distributions of tax-advantaged income for life to up to ten individual income beneficiaries designated by the Donor
  • Make grants to qualified charitable organizations selected by the Donor or his or her designee following the death of the last-surviving of the Donor's individual income beneficiaries