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Here are step-by-step directions on how to log in, take the tour, and update your member profile. 

  • To login, visit charitablegiftplanners.org and click Login. Enter your username and password (if you need help with your username/password, please call 317.269.6274). Don't forget the math question!  
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  • If this is your first time signing in, you may want to take the Welcome Tour. This tour explains each section of the community and I encourage you to complete it when you login. You can access the tour by clicking on "Get to Know CGP Link". 
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  • During the tour you will be asked about your current career stage. Be sure to answer the question, as this information helps CGP personalize your member experience.  
  • After the tour, click on your Dashboard and locate your member profile, account settings, message center, and group invitations. 
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  • Click on your name to access your member profile. You can add your photo, edit your information, and renew your membership from here. You can also update your account settings which will ensure you are getting the notifications you want from CGP Link. 
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Now you are able to easily login and update your member information!

Login to CGP Link