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US nonprofit · EIN 770653171 · Scottsdale, AZiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 770653171) - NTEE activity code, address.Board and officers IRS Form 990 annual filings, Part VII (directors, trustees, officers, key employees), read year by year to observe time served.Latest return IRS Form 990 series e-file data - 990EZ for the year to 30 June 2025: assets, liabilities, staff, website, telephone, pay.Renewal outlook Computed by Governance Register from the observed filing history and filed revenue. Not a statement that the organisation is recruiting.Licence US Federal Government public domain.How we handle data

National Association of Charitable Gift Planners

Revenue
$87k
year to 30 June 2025
Expenses
$96k
year to 30 June 2025
Total assets
$27k
year to 30 June 2025
Net assets
$27k
assets less liabilities
Directors and trustees
13
2.4 years on average
Left since last filing
0
no seats appear to have opened
Activity
T502
Philanthropy, voluntary services and grantmaking
Filings on record
7
latest 2025
How am I connected?

National Association of Charitable Gift Planners' network

13 people4 organisationsi13 people and 4 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (13). Violet dotted lines (4) 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

13 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.
NameRole as filedSinceOn the board
Alan KnoblochDirector2021
5 yrs
Andrea ClausDirector2023
3 yrs
Andy RagoneDirector2025
1 yr
Beth JO ZeitzerDirector2024
2 yrs
Beth ReelTreasurer2025
1 yr
Darin ShebestaPresident2023
3 yrs
Kristen MihaljevicCompany secretary2023
3 yrs
Nicole LawrenceVice President2025
1 yr
Olivia HomewoodDirector2025
1 yr
Pat ElderDirector2025
1 yr
Susan PercyDirector2025
1 yr
Thomesa LydonDirector2024
2 yrs
Vanessa MartinDirector2024
2 yrs
Under 5 years5 to 6 years6 years or moreShow all 13 →

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.
NameTitle as filedHours a weekPay from the organisationRelated organisationsOther
Darin ShebestaPresident2$0
Nicole LawrenceVice President2$0
Beth ReelTreasurer2$0
Kristen MihaljevicSecretary2$0
Beth SalazarPast President2$0
Alan KnoblochDirector1$0
Andrea ClausDirector1$0
Andy RagoneDirector1$0
Beth Jo ZeitzerDirector1$0
Olivia HomewoodDirector1$0
Pat ElderDirector1$0
Susan PercyDirector1$0
Thomesa LydonDirector1$0
Vanessa MartinDirector1$0

No pay was reported for anyone in Part VII on this return.

About

Legal name
National Association of Charitable Gift Planners
EIN
770653171
Address
Po Box 4130, Scottsdale, AZ, 85261-4130
State
Arizona
Activity (NTEE)
T502 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
7, latest 2025

Most connected

Longest observed on the filings

≥5years on the filingsAlan Knobloch
≥3years on the filingsAndrea Claus
≥3years on the filingsDarin Shebesta
≥3years on the filingsKristen Mihaljevic

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
$27k
Net assets or fund balances
$27k