National Association of Charitable Gift Planners
Revenue
$39k
year to 30 June 2025
Expenses
$60k
year to 30 June 2025
Total assets
$88k
year to 30 June 2025
Net assets
$88k
assets less liabilities
Directors and trustees
21
3.1 years on average
Left since last filing
6
29% of the board
Activity
T50Z
Philanthropy, voluntary services and grantmaking
Filings on record
5
latest 2025
National Association of Charitable Gift Planners' network
21 people2 organisationsi21 people and 2 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (21). Violet dotted lines (2) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
21 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 in the tables. The network map shows same-name matches as likely links only, never as confirmed.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 |
|---|---|---|---|
| Adam Ford JD CFP (also filed as Adam Ford) | VP. Finance | 2021 | 5 yrs |
| Alissa Fuhrmann | VP. Res. Develo | 2025 | 1 yr |
| Carri Meyer Cfre | VP. Res. Develo | 2024 | 2 yrs |
| Dianne Johnson JD (also filed as Dianne Johnson) | VP. Membership | 2023 | 3 yrs |
| Dustin GAJ | VP. Education | 2021 | 5 yrs |
| Jackie Bode MA Cfre | Director | 2025 | 1 yr |
| Jenny Pratt Cfre CAP | Director | 2025 | 1 yr |
| Joan Cheaney Cfre (also filed as Joan Cheaney) | Director | 2019 | 7 yrs |
| Josina Greene MBA (also filed as Josina Greene) | Director | 2024 | 2 yrs |
| Karla Ukman | Director | 2024 | 2 yrs |
| Kristi Meyers Gallup | Director | 2021 | 5 yrs |
| Lisa Chmiola Cfre Cspg | Director | 2025 | 1 yr |
| Mary Stahl | President-Elect | 2023 | 3 yrs |
| Michael Weisbrod | Director | 2021 | 5 yrs |
| Michele Mosley MSW | Director | 2025 | 1 yr |
| Necole Cheung | Director | 2023 | 3 yrs |
| Rebecca McBride Cfre | Director | 2025 | 1 yr |
| Robin Kraujalis Cfre Fcep | Director | 2025 | 1 yr |
| Stephanie Hadfield | President | 2023 | 3 yrs |
| Tina Hissong MBA (also filed as Tina Hissong) | Director | 2024 | 2 yrs |
| Valerie Rudy-Valli | VP. Communicati | 2024 | 2 yrs |
Pay and hours
year to 30 June 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 |
|---|---|---|---|---|---|
| Stephanie Hadfield | President | 4 | $0 | ||
| Mary Stahl | President-Elect | 5 | $0 | ||
| Adam Ford JD CFP | VP. Finance | 4 | $0 | ||
| Dustin Gaj | VP. Education | 4 | $0 | ||
| Dianne Johnson JD | VP. Membership | 4 | $0 | ||
| Valerie Rudy-Valli | VP. Communicati | 4 | $0 | ||
| Alissa Fuhrmann | VP. Res. Develo | 4 | $0 | ||
| Carri Meyer Cfre | VP. Res. Develo | 4 | $0 | ||
| Lisa Chmiola CFRE CSPG | Director | 1 | $0 | ||
| Josina Greene MBA | Director | 1 | $0 | ||
| Tina Hissong MBA | Director | 1 | $0 | ||
| Robin Kraujalis Cfre Fcep | Director | 1 | $0 | ||
| Kristi Meyers Gallup | Director | 1 | $0 | ||
| Rebecca McBride Cfre | Director | 1 | $0 | ||
| Michele Mosley MSW | Director | 1 | $0 | ||
| Jenny Pratt Cfre Cap | Director | 1 | $0 | ||
| Karla Ukman | Director | 1 | $0 | ||
| Michael Weisbrod | Director | 1 | $0 | ||
| Jackie Bode Ma Cfre | Director | 1 | $0 | ||
| Joan Cheaney Cfre | Director | 1 | $0 | ||
| Necole Cheung | Director | 1 | $0 |
No pay was reported for anyone in Part VII on this return.
About
- Legal name
- National Association of Charitable Gift Planners
- EIN
- 431603812
- Address
- 8050 Watson Rd Ste 240, Saint Louis, MO, 63119-5329
- State
- Missouri
- 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
- 5, latest 2025
Most connected
Longest observed on the filings
≥7years on the filingsJoan Cheaney Cfre
≥5years on the filingsAdam Ford JD CFP
≥5years on the filingsDustin GAJ
≥5years on the filingsKristi Meyers Gallup
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $88k
- Net assets or fund balances
- $88k
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $39k | $60k | Deficit $20k |
As filed on the IRS Form 990. US dollars.