National Association of Charitable Gift Planners
Revenue
$339k
year to 31 December 2025
Expenses
$303k
year to 31 December 2025
Total assets
$344k
$410 liabilities
Net assets
$343k
assets less liabilities
Directors and trustees
10
4.8 years on average
Staff
1
60 volunteers
Left since last filing
0
no seats appear to have opened
Officers and senior staff
12
named in Part VII
National Association of Charitable Gift Planners' network
10 people3 organisationsi10 people and 3 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (10). Violet dotted lines (3) 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
10 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. The organisation reported 14 voting members of its governing body on its latest Form 990 Part VI; we list 10 in Part VII (Part VII does not always name every voting member).| Name | Role as filed | Since | On the board |
|---|---|---|---|
| David Morrison | At Large | 2020 | 6 yrs |
| Dean Laatt | At Large | 2022 | 4 yrs |
| Elizabeth Harcombe | At Large | 2024 | 2 yrs |
| Genevieve Laca | At Large | 2022 | 4 yrs |
| Jon Kraus (also filed as Jon Kraus) | At Large | 2018 | 8 yrs |
| Khanh Le | At Large | 2022 | 4 yrs |
| Lindsay Newman | At Large | 2024 | 2 yrs |
| Lisa Kukura | At Large | 2024 | 2 yrs |
| Lynda Ricketson | At Large | 2018 | 8 yrs |
| Maggie Stoot | At Large | 2022 | 4 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
12 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Anita Wesley | Board VP | since 2022 |
| Brandy Bertram | Board Secret | since 2022 |
| Gloria Price | Vice Preside | 2024 |
| Hannah Yaritz | Board Treasu | since 2022 |
| Jamie Mager | Board Treasu | 2024 |
| Jon Kraus | Board Presid | since 2022 |
| Kelli Hirsch | Board Secret | 2024 |
| Katy Berbert Kotlarczyk | Vice President | 2018 |
| Krista Boscoe | President | 2018 |
| Kyle Backlund | Company secretary | 2018 |
| Mike Jackson | Treasurer | 2018 |
| Tina Drum | Executive Dir. | since 2018 |
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 |
|---|---|---|---|---|---|
| Tina Drum | Executive Di | 32 | $90k | $6k | |
| Brandy Bertram | President | 5 | $0 | ||
| Gloria Price | Vice Preside | 2 | $0 | ||
| Kelli Hirsch | Secretary | 2 | $0 | ||
| Jamie Mager | Treasurer | 2 | $0 | ||
| Dean Laatt | At Large | 1 | $0 | ||
| Elizabeth Harcombe | At Large | 2 | $0 | ||
| Lindsay Newman | At Large | 1 | $0 | ||
| David Morrison | At Large | 1 | $0 | ||
| Lisa Kukura | At Large | 1 | $0 | ||
| Khanh Le | At Large | 1.5 | $0 | ||
| Deann Acosta | At Large | 1 | $0 | ||
| Judith Smith | At Large | 1 | $0 | ||
| Tim Zeckser | At Large | 0.5 | $0 | ||
| Maggie Stoot | At Large | 0.5 | $0 |
Colorado roster
17 listediOfficers, directors and trustees from the latest filing with the Colorado Secretary of State (document 20263026568). Titles are as filed; some entries are registered agents or custodians of records rather than board members. Source: data.colorado.gov, public domain.| Name | Title as filed |
|---|---|
| Jamie Mager | Treasurer |
| Gloria Price | Vice President |
| Lisa Kukura | Director |
| Tina Drum | |
| Bertram Brandy | President |
| Khanh Le | Director |
| Deann Acosta | Director |
| Elizabeth Harcombe | Director |
| Lindsay Newman | Director |
| Brandy Bertram | President |
| Judith Smith | Director |
| Kelli Hirsch | Secretary |
| Tim Zeckser | Director |
| Dean Laatt | Director |
| Maggie Stoot | Director |
| Tina Drum | Executive Director |
| David Morrison | Director |
About
- Legal name
- National Association of Charitable Gift Planners
- EIN
- 841241600
- Address
- Po Box 547, Pine, CO, 80470-0547
- State
- Colorado
- Mission
- Inspiring our community to increase the quantity and the quality of charitable planned gifts to nonprofit organizations. We accomplish this through quality education, increased awareness, and networking opportunities. (as filed on the Form 990)
- 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
- 4 (IRS master file code)
- Formed
- 1993
- Principal officer
- Tina Drum (as named on the Form 990)
- IRS ruling date
- 1 July 1992
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2024
Most connected
Longest observed on the filings
≥8years on the filingsJon Kraus
≥8years on the filingsLynda Ricketson
≥6years on the filingsDavid Morrison
≥4years on the filingsDean Laatt
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
- $344k
- Total liabilities
- $410
- Net assets or fund balances
- $343k
- Contributions and grants received
- $131k
- Program service revenue
- $188k
- Grants and similar paid out
- $1k
- Employees
- 1
- Volunteers
- 60
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 | $276k | $255k | $21k |
As filed on the IRS Form 990. US dollars.