National Association of Charitable Gift Planners
Nonprofit profile at a glance
- EIN
- 311285850
- IRS 990-EZ coverage
- 2021–2025
- Forms available
- Form 990-EZ 2025
- Location
- Cincinnati, OH, USA
- Rating
- 66
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $45,328
- Expenses
- $43,909
- Assets
- $68,793
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
18 people listed
Executive titles in this filing
- Dan Virzi (Past President)
- Mindy Hammer (President)
- Andrew Cole (Past President)
- Sara Kahmann (Vice President)
People named in this filing
- Bethany Doverspike (Trustee)
- Daniel Flynn (Trustee)
- Michelle Mancini-Bachman (Trustee)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To increase planned giving gifts in our community.
What it reported doing in 2025
Sponsored legacy program Voices of Giving to encourage promote and recognize community planned gift donors.
Operating model
- Revenue model
- Donor-supported. 87% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 53
- Transparency & Controls: 82
- Sustainability: 47
- Growth: 80
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 53.2%; rating input score 53
- Program expense ratio: 51.9%; rating input score 52
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 3.1%; rating input score 50; 50th percentile among comparable filings
- Total-asset coverage ratio: 1.57; rating input score 59; 59th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 5.2% per year; rating input score 100; 61st percentile among comparable filings
- Revenue growth: 4.7% per year; rating input score 100; 68th percentile among comparable filings
- Asset growth: -0.2% per year; rating input score 0; 37th percentile among comparable filings
Details
- Where the money goes: 53.2% of revenue deployed · 51.9% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $23K in reported program spending
- Leadership: top reported pay $0 · 18 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 2 filed schedules
- Filing history: 5 filing years from 2021 to 2025
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Financial Efficiency: Mission deployment rate scored 53/100.
- Review — Financial Efficiency: Program expense ratio scored 52/100.
- Review — Sustainability: Operating margin scored 50/100.
- High — Growth: Asset growth scored 0/100.
- Review — Sustainability: Total-asset coverage ratio scored 59/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.