2025-2029
Our new mission is to expand resources for causes and communities by educating, advocating, and increasing equitable access to charitable gift planning.
Our new vision is a more generous and just society, reflecting our conviction that equitable access to charitable gift planning will enhance the sustainability of charities and create just outcomes for those facing barriers.
Our new values emphasize belonging, generosity, equity, and leadership, guiding us in everything we do.
One-page overview
Full strategic plan
2019-2023
2016-2018
Building Our Future - At A Glance
Building Our Future - Executive Summary
CAGP 2016: Building our Future - Full Strategic Plan 2016-2018