"Charitable Planning Resources"
NATIONAL RESOURCES
Organizations/Institutions:
The
Center on Philanthropy at Indiana University
The Center increases the understanding of philanthropy and improves its practice through programs in research, teaching, public service, and public affairs.
Council
on Foundations - Philanthropic Advisors Network
The COF is a national association of foundations and corporate giving programs that serve the public good by promoting and enhancing responsible and effective philanthropy. They have a great program on family philanthropy and a new resource for Advisors to potential philanthropists. The Philanthropic Advisors Network was created to promote opportunities for legal and financial advisors to discuss charitable issues, assist their clients and learn from each other. 1828 L Street, N.W. Washington, D.C. 20036 Tel: 202- 466-6512 e-mail: webmaster@cof.org
The Coalition
of Black Investors (COBI)
A place for Black investors to communicate.
Family
Office Exchange
FOE is a professional association for private investors and their family offices offers consulting and executive search services, as well as access to professional advisors in the wealth management industry. 137 North Oak Park, Suite 310 Oak Park, IL 60301 708/848-2030 e-mail:familyoffice.com
Finance
and the African American Family Legal Information Institute
An overview of estate and gift tax law, compiled by a research activity of the Cornell Law School.
The Forum of
Regional Associations of Grantmakers
Regional associations of grantmakers (RAGs) are non-profit
membership associations created by private grantmakers to enhance
the effectiveness of philanthropy in their cities, states, or regions.
New Ventures in Philanthropy, a national initiative of the Forum,
supports coalitions located across the United States that aim to
incrase philanthropy in their regions. Your local RAG and/or New
Ventures coalition can support your clients' philanthropic efforts,
provide you with resources you can use to help your clients explore
their philanthropic options, and connect you and your clients with
others who share your philanthropic interests. To locate your local
RAG and/or New Ventures coalition, call the Forum at: 202/467-0383,
or visit the Forum's website,
1828 L Street, NW, Suite 300, Washington, DC 20036.
The Foundation
Center
The Foundation Center fosters public understanding of the foundation field and has vast resources for Advisors. 79 Fifth Avenue New York, NY 10003 Tel. 212-620-4230 e-mail: feedback@fdncenter.org
Inheritance
Project
This nonprofit consulting firm works with heirs to enhance their understanding of the unique challenges and opportunities that come with inherited wealth. 3291 Deer Run Road Blacksburg, VA 24060 540/953-3977 e-mail: info@Inheritance-Project.com
Institute
for Private Investors
This organization provides a networking, research, and educational resource around areas of investment for individuals with substantial assets and their advisors. 74 Trinity Place, New York, NY 10006 212/693-1300 e-mail: ipi@memberlink.net
Institute of
Certified Financial Planners
Publishes Journal of Financial Planning. 3801 E. Florida Avenue, Suite 708 Denver, CO 80210 800/322-4237 e-mail: icfp@icfp.org
National Association
of Financial and Estate Planning
A private association created for the purpose of developing the best financial, estate and business planning tools available.
National
Association of Philanthropic Planners
(NAPP) recognizes the need for qualified financial professionals to include philanthropic planning in their practices. NAPP is committed to supporting the philanthropic planning practices of its members through a variety of association programs and benefits. P.O. Box 6081 San Antonio, TX 78209-0081 800/342-6215
National
Bar Association
National Center
for Family Philanthropy
The NCFP was established by group of family philanthropists to focus solely on the matter of importance of families engaged in philanthropy and their effective giving. 1220 Nineteenth Street NW, Suite 804 Washington, D.C. 20036 202/293-3424 e-mail: ncfp@ncfp.org
National Center
of Family Wealth Counselors
The NCFWC is an organization for family wealth counseling in the United States that provides opportunities for ongoing education and networking in the family wealth counseling field.
National Charities
Information Bureau
The NCIB promotes informed giving and enables contributors to make sound giving decisions.
National Committee
on Planned Giving
The NCPG sponsors the Leave a Legacy Program nationally and is the
professional association for people whose work includes developing,
marketing, and administering charitable planned gifts. 233 McCrea
Street, Suite 400 Indianapolis, IN 46225 317/269-6274
National
Network of Estate Planning Attorneys
The Affluenza
Project
The Affluenza Project offers keynotes; corporate and therapeutic seminars and workshops; corporate and individual consultations; in-person and phone therapy; as well as information and other resources on affluenza, sudden wealth, and other money/wealth-related issues.
The Newtithing
Group
The Newtithing Group is a philanthropic research organization committed to increasing charitable giving, personal fulfillment, and the productivity of donations to the world's charitable sectors.
The Philanthropic
Initiative
TPI is a non-profit organization formed in 1989 to help donors increase their impact through the development of innovative and strategic approaches to philanthropy. TPI's consulting services for families, foundations, corporations, individuals, and advisory institutions include strategic planning, facilitation, and training of trustees and staff; research on social issues of concern to TPI clients; and development, implementation, and evaluation of programmatic initiatives.
The Philanthropy Roundtable
The Philanthropy Roundtable is a national association of individual donors, corporate giving representatives, foundation staff and trustees, and trust and estate officers. The Roundtable is founded on the principle that voluntary private action offers the best means of addressing many of society's needs, and that a vibrant private sector is critical to creating the wealth that makes philanthropy possible.
Tax
Lawyers Who Care Check out this interesting for-profit site.
OTHER RESOURCES:
Resources on charitable planning are vast. These are a few suggested publications/news sources with helpful information:
- The American Benefactor:
The American Benefactor is a quarterly magazine that highlights donor stories and trends in giving. Tel. 800/856-8659.
- Chardon Press:
A web bookstore on philanthropy.
- Chronicle of Philanthropy:
This bi-weekly newspaper highlights the field of nonprofits and philanthropy. Provides information on trends in the field, grants by foundations and others, and updates on management and technology issues. Tel: 800/728-2819
Fast
Company Magazine "Call to Action"
Fast Company Magazine issued a "Call to Action" to its readership to join the movement for unlimited opportunity, economic fairness, social equity, and personal freedom in the new economy.
- Planned Giving Today:
Planned Giving Today serves the planned giving community as a practical resource for education, information, inspiration and professional linkage.
- Trust & Estates
Magazine:
Trust & Estates looks at philanthropic and investment topics pertaining to trusts and estates.
- Family Matters:
A Quarterly Newsletter for Family Foundations,Council
on Foundations. Tel. 202/466-6512
- Foundation News & Commentary:
Council on Foundations.
Tel. 202-466-6512
- Giving USA: AAFRC Trust for Philanthropy.
- Money Talks So Can We:
Resources for People in Their 20’s, Tel. 617-441-5567
- Passages: The National
Center for Family Philanthropy
- The Planned Giving Design
Center (PGDC):
The PGDC is an interactive approach to encourage planned giving and charitable donations by cultivating professional relationships among key community professional and financial advisors positioned to influence philanthropic giving.
- Philanthropy Journal Online
- Philanthropy News Network
(PNN):
- Worth.com.
Worth magazine on-line has a large section on philanthropy.
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The Art of Charitable Planning - See:
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GLOSSARY OF TERMS
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Legal Disclaimer
The information provided herein is for informational purposes only and should not be interpreted to constitute legal and/or tax advice. Donors and other interested parties should consult their legal and tax advisors regarding their specific situations.
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Copyright. The Forum of Regional Associations of Grantmakers 2000.
