- American College of Trust and Estate Counsel (website)
American College of Trust and Estate Counsel (ACTEC) has information about planned giving and major gifts, including links to other legal and online resources.
in Public bookmarks with legal_resources planned_giving
- CharityChannel (website) - Directory of Article Categories
CharityChannel contributors, drawn from the ranks of the CharityChannel professional community, pen tightly-written, pragmatic articles that deal directly with real-world challenges.
in Public bookmarks with charitychannel newscurrent_events planned_giving prospect_research
- Donor Toolkit (website) - The Cleveland Foundation
The Donor Toolkit includes the Cleveland Foundation donor notebook, Donor bill of rights, Grant recommendation form, Glossary of terms used in philanthropy, Guidelines for establishing a fund, Philanthropy websites
in Public bookmarks with cleveland_foundation donor_toolkit glossaries planned_giving samples_and_templates
- National Committee on Planned Giving (website)
The National Committee on Planned Giving (NCPG) is the preeminent association for professionals in the charitable gift planning field.
in Public bookmarks with associations natl_comm_on_planned_giving planned_giving
- Planned Gifts Comparison Chart (website) - The Cleveland Foundation
The chart conpares different kinds of planned gifts, such as bequests, charitable gift annuities, charitable remainder trusts, and charitable lead trusts, and specifies the tax benefits, regulations and rules for each.
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- Planned Giving Design Center (website)
The Planned Giving Design Center offers content on the subjects of charitable taxation and planned giving.
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- Professional Advisor Toolkit (website) - The Cleveland Foundation
The Professional Advisor Toolkit includes Bequest language, Planned gift comparison chart, Sample charitable IRA rollover letter to IRA administrator
in Public bookmarks with bequests cleveland_foundation consultants ohio planned_giving professional_advisor_toolkit samples_and_templates
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