National Association of Charitable Gift Planners
Revenue
$95k
year to 31 December 2025
Expenses
$94k
year to 31 December 2025
Total assets
$58k
year to 31 December 2025
Net assets
$58k
assets less liabilities
Directors and trustees
14
6.2 years on average
Left since last filing
0
no seats appear to have opened
Activity
T50Z
Philanthropy, voluntary services and grantmaking
Filings on record
6
latest 2023
National Association of Charitable Gift Planners' network
14 peoplei14 people on this map.The large node is the subject of this page. Solid lines are what the register itself records (14). Form 990 filings give names without a person identifier; SEC insider filings carry a CIK.The board
14 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Aruna Pappu | Director | 2021 | 5 yrs |
| Christopher Jungers Cfre (also filed as Christopher Jungers) | Director | 2018 | 8 yrs |
| Colleen Becht Foltz | Director | 2020 | 6 yrs |
| Daniel Greenspan | Treasurer | 2021 | 5 yrs |
| David J Toll JD (also filed as David J Toll) | Vice President | 2018 | 8 yrs |
| Delia G Perez Cfre (also filed as Delia G Perez) | President | 2018 | 8 yrs |
| Greg Johnson | Director | 2020 | 6 yrs |
| Jessica Brookstein | Director | 2021 | 5 yrs |
| Joyce Michelfelder CAP | Company secretary | 2021 | 5 yrs |
| Lynn Malzone Lerardi | Director | 2019 | 7 yrs |
| Megan Cantalupo | Director | 2021 | 5 yrs |
| Michael A Berardi | Director | 2022 | 4 yrs |
| Nathana Jackson | Director | 2022 | 4 yrs |
| Renee Atkinson | Director | 2021 | 5 yrs |
Pay and hours
year to 31 December 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Jessica Brookstein | President | 0 | $0 | ||
| Delia G Perez | Imm Past President | 0 | $0 | ||
| Megan Cantalupo | Vice President | 0 | $0 | ||
| Anat Becker | Director | 0 | $0 | ||
| Kara Chickson | Director | 0 | $0 | ||
| Daniel Greenspon | Treasurer | 0 | $0 | ||
| Troy Nuss | Director | 0 | $0 | ||
| Joyce Michelfelder Cap | Secretary | 0 | $0 | ||
| David J Toll | Director | 0 | $0 | ||
| Colleen Becht-Foltz | Director | 0 | $0 | ||
| Greg Johnson | Director | 0 | $0 | ||
| Shelley Speirs | Director | 0 | $0 | ||
| Michael A Berardi | Director | 0 | $0 | ||
| Justin Rodstrom | Director | 0 | $0 |
No pay was reported for anyone in Part VII on this return.
About
- Legal name
- National Association of Charitable Gift Planners
- EIN
- 223554538
- Address
- Po Box 579, Moorestown, NJ, 08057-0579
- State
- New Jersey
- Activity (NTEE)
- T50Z Philanthropy, voluntary services and grantmaking
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Philanthropy, Voluntarism & Grantmaking Foundations
- Size band
- 3 (IRS master file code)
- IRS ruling date
- 1 July 1992
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2023
Most connected
Longest observed on the filings
≥8years on the filingsChristopher Jungers Cfre
≥8years on the filingsDavid J Toll JD
≥8years on the filingsDelia G Perez Cfre
≥7years on the filingsLynn Malzone Lerardi
Latest return
year to 31 December 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2025. US dollars, as filed.- Total assets
- $58k
- Net assets or fund balances
- $58k