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Links and Resources
Publications available from DVG:
"Chris Farrell's Sound
Money Guide to SHARING THE WEALTH"
This brochure was developed as the result of a national
summit produced in September 2000 by Sound Money©,
public radio's national call-in show on personal
finance, in collaboration with Minnesota Public
Radio Civic Journalism Initiative. This 27-page
booklet offers straightforward and reliable information
about charitable options, and provides a framework
to help families and individuals begin to develop
their own philanthropic strategy.
>>To request a FREE copy, use our Publications
Order Form or call us at 215-790-9700.
"So You Want to Give"
This brief, 10-page booklet presents a concise summary
and comparison of seven different giving options:
direct gift, private foundation, company foundation/giving
program, gift to a community/public foundation (donor-advised
fund), supporting organization, giving circle, or
planned giving.
>>To request a FREE copy, call us at 215-790-9700.
Links/Online Resources:
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. 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.
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.
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.
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 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.
National Network of Estate
Planning Attorneys
New Tithing Group
Educates the public and their advisors to make comfortably
affordable charitable donations through sound budgeting.
Planned
Giving Design Center
Created to provide professional advisors and planned
giving specialists comprehensive research and planning
resources that they can use to advise clients and
donors in matters of advanced charitable gift planning.
Content on the site includes news alerts, reviews
of laws pertaining to planned giving, articles discussing
current issues in planned giving, and commentary
and analysis on IRS pronouncements, judicial decisions,
and legislative developments affecting charitable
taxation.
Other Publications:
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.
Worth
Magazine
Worth examines
the concerns of families with substantial wealth.
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