Written By: Phil Cubeta and Laurie Morrow. Phil holds the Sallie B. and William B. Wallace Chair in Philanthropy at The American College of Financial Services, where he directs and teaches in the Chartered Advisor in Philanthropy® (CAP®) program. Dr. Laurie Morrow serves the CAP® program as an educational consultant and editor. She is also the editor of CAPShare.

The National Standards for Gift Planning Success (NSGPS) identify the elements essential to a successful, sustainable gift-planning program. The American College of Financial Services® presents a summary of these recommendations.