|
Resources & Links
Professional Advisor Resources
- The Philanthropic Institute
- Council on Foundations
- Triangle Community Foundation
- National Center for Family Philanthropy
- National Association for Philanthropic Partners
- The Charitable Giving Handbook
Resources & Links
The Philanthropic Institute
TPI offers the Philanthropic Advisor Consulting Service. PACS is an opportunity for professional firms involved with high net worth clients to expand philanthropic services for their clients. It offers firms customized philanthropic training for relationship managers to help them better understand their clients' philanthropic goals and interests. Through PACS, TPI collaborates with investment, law, accounting, insurance, and banking firms, bringing more than a dozen years experience in philanthropy to their clients and staff. 
Council on Foundations
For over 50 years, the Council on Foundations has helped foundation staff, trustees and board members in their day-to-day grant making activities. Through one-to-one technical assistance, research, publications, conferences and workshops, legal services, and a wide array of other services, the Council addresses the important issues and challenges that face foundations and corporate funders.
Triangle Community Foundation
Philanthropy Central is the Triangle Community Foundation's comprehensive, web-based tool that provides you with the resources needed to help your clients choose the best vehicle for maximizing their charitable giving. TCF also created the Planned Giving Design Center, which is an online resource designed to complement the services offered by our experienced staff. And, best of all; it's free! Triangle Community Foundation values its relationship with professional advisors and works with you to help you provide your clients with the most current information on charitable giving options. All information offered by Planned Giving Design Center is written and maintained by nationally recognized legal, tax, and planned giving experts who are committed to making the Center the most comprehensive information resource on the subject of planned giving.
National Center for Family Philanthropy
The National Center offers advisors in all specialties—law, finance, investment, wealth counseling, family counseling, planned giving, and other fields—information, research, and materials to help them support their clients’ philanthropic goals. They also support those advisors seeking to provide philanthropic services for their clients.
National Association for Philanthropic Partners
The National Association for Philanthropic Partners provides news by email, articles written by members and other professional and financial advisors practicing estate and gift planning, a discussion area where you can freely exchange tips and information on a number of topics, and a variety of resources that include important philanthropic Web sites as well as Web sites of our Conference Sponsors. Browse the library of recommended books, tapes and other helpful tools useful to fulfilling your client's charitable needs and objectives and your own continuing education.
The Charitable Giving Handbook
By Russ Prince, Gary L. Rathbun and Chris E. Steiner
Published by National Underwriter: 500 Gest Street, Cincinnati, Ohio 45203
The Charitable Giving Handbook is a manual on tax, legal and other technical aspects of planned-giving. This book includes a survey of 603 donors who were asked to rate the services they received from planned-giving officers, such as lawyers and trust officers. One example included the skills donors want such professionals to have. This manual also provides information on research techniques of diverse types of advisers who help their clients make the best decision for deferred gifts.
|
