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INTERNET
RESOURCES
FOR PROFESSIONAL ADVISORS |
Planned
Giving Design Center
www.pgdc.com
- This is a tremendous online resource available to you at no
charge. The Center’s mission is "to act as an
information conduit between charitable organizations and
professional advisors, whereby objective, authoritative
information on the subject of charitable gift planning is
provided on a current basis."
The
Art of Charitable Planning www.abagmd.org/homepage2357/index.htm-
The
Baltimore Giving Project, together with the Forum of Regional
Associations of Grantmakers, has developed this valuable
resource to help professional advisors address charitable
giving issues with their clients.
Leave
A Legacy
www.leavealegacyminnesota.org/advisors.cfm
- A
community-based program to help people learn about charitable
giving through a will or from an estate, LEAVE A LEGACY™
does NOT solicit gifts for any particular organization. The
program is a cooperative effort of all types of nonprofit
groups including social service and arts organizations,
churches, hospitals, educational institutions and other
philanthropic groups.
National
Center of Family Philanthropy
www.ncfp.org
- The
NCFP was established by a group of family philanthropists to
focus solely on the matter of importance of families engaged
in philanthropy and their effective giving.
New
Tithing Group www.newtithing.org
- Founded
by money manager and philanthropist Claude Rosenberg, the New
Tithing Group educates the public and their advisors about how
to make comfortably affordable charitable donations through
sound budgeting. Using philanthropic research and planning
tools, the Group helps individuals lead more meaningful lives
with the knowledge that they are improving the public good at
their own comfortable capacity.
The
Philanthropic Initiative www.tpi.org
-
A
non-profit organization formed in 1989 to help donors increase
their impact through the development of innovative and
strategic approaches to philanthropy. TPI strives to increase
the amount and impact of philanthropic resources through donor
education and research.
The
Women’s Philanthropy Institute
www.philanthropy.iupui.edu/PhilanthropicServices/WPI/
-The
Women’s Philanthropy Institute works to raise awareness of
women as donors and encourages women to increase their
charitable giving.
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PROFESSIONAL
ASSOCIATIONS |
Chippewa
Valley Fundraising Professionals (www.cvfrp.org)
Chippewa Valley Fundraising Professionals (CVFRP) strives to enhance the competency and professionalism of our members and thereby advance the cause of philanthropy in west central Wisconsin. We will accomplish our mission by providing high quality opportunities for our members and other professionals through association, education and training opportunities and by acting as stewards of philanthropy.
National
Association of Estate Planners and Councils
(www.naepc.org)
– NAEP promotes the highest professional and educational
standards, fosters public awareness about professionals who
meet those standards, and builds a team approach to better
serve estate planning needs.
National
Association of Personal Financial Advisors
(www.napfa.org)
– the largest professional association of Fee-Only
comprehensive financial planners in the United States.
International Association
of Advisors in Philanthropy (www.advisorsinphilanthropy.org)
– a forum of philanthropic professionals who use education,
networking, and collaboration to teach and empower their
clients to effectively direct philanthropic resources for the
betterment of humankind consistent with their deepest values.
American
Council on Gift Annuities (www.acga-web.org)
- Comprehensive guide to charitable gift annuities, including
current rates.
Financial
Planning Association (www.fpanet.org)
– aims to be the community that fosters the value of
financial planning and advances the financial planning
profession.
National
Committee on Planned Giving (www.ncpg.org)-
NCPG is for people whose work includes developing, marketing,
and administering charitable planned gifts.
The Chronicle of Philanthropy
(www.philanthropy.com)
E-Philanthropy
Review
(http://charitychannel.com/enewsletters/eptr/)
Forbes.com—Philanthropy
(www.forbes.com/philanthropy/)
Philanthropy
News Digest
(http://fdncenter.org/pnd/)
Philanthropy
Magazine
(www.philanthropyroundtable.org)
Trusts
& Estates (www.trustsandestates.com)
Planned
Giving Today
www.pgtoday.com
Doing
Well by Doing Good—Improving Client Service, Increasing
Philanthropic Capital: The Legal and Financial Advisor's Role
(pdf) Published in March 2000. The Philanthropic Initiative
launched this 15-month research project to learn the degree to
which professional advisors are providing philanthropic
guidance to their clients (non-existent-to-comprehensive),
what influences this, and further, what impact this advice has
on donors. Some 550 insurance professionals, financial
advisors, accountants, lawyers and donors were surveyed for
this study.
The
Donor Advisor: The Critical Role of the Advisor in Family
Philanthropy (pdf)
This essay describes the growth of philanthropy and offers
views from donors on how they think advisors can best support
them in pursuing their charitable interests. The report is
published by
the
National Center of Family Philanthropy www.ncfp.org
Philanthropic
Planning Adds Value to Client Services
(pdf) A short article about the benefits of talking to your
clients about philanthropy and strategies to help you get the
conversation started. Page 5 includes questions to ask clients
to help them think about their legacy. From Strategic
Philanthropy, Ltd. www.stratphilanthropy.com
| E-mail
Discussion Lists for Gift Planners |
- ABA-TAX
A tax law Internet discussion group sponsored by the
American Bar Association Tax Section. Participation is
limited to practitioners, law professors, and law
students.
- ABA-PTL
Sponsored by the Probate Division of the Real Property,
Probate & Trust Law Section of the American Bar
Association, intended primarily for the use of Section
members and related professionals so they can discuss
estate planning and administration issues by e-mail.
- GIFT-PLAN
A moderated planned giving forum, focusing on issues of
interest to U.S. gift planners.
- Yahoo
PLANNED GIVING
An open list for discussion of gift planning topics.
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