Check out Philanthropy In/Sight from The Foundation Center!Financial Advisor
There’s no denying that philanthropy is a hot topic these days. Bill Gates, Warren Buffett, Oprah, and Sir. Richard Branson have all made giving the next cool thing. Are you prepared to offer your clients the advice they need to be effective, knowledgeable philanthropists?
Links
- Planned Giving Design Center
A source of up-to-date information on the subjects of charitable taxation and planned giving, including PhilanthroCalc - a gift planning calculator. - National Committee on Planned Giving
An association of professionals in the charitable gift planning field. - Institute for Private Investors
This organization provides networking and educational resources to families with substantial assets and their advisors. - Council on Foundations: Philanthropic Advisors Network
PAN members are lawyers, accountants, financial advisors, and investment managers all interested in learning about the best practices for their maximizing their clients' giving. - Building Client Relationships Through Philanthropy
Practical guide from New York Regional Association of Grantmakers that explains how you can add value to your relationships with clients by helping them develop a thoughtful and strategic plan that will increase the impact of their generosity.