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Professional Advisors Resource Page
Welcome!
The Miller-Dwan Foundation maintains this page for the benefit of professional advisors whose clients are looking to improve our region's healthcare through their personal philanthropy. Here, you’ll find a variety of resources to help you talk about philanthropic vehicles with your clients.
These sites are provided for informational purposes only. Unless we expressly state otherwise, the Miller-Dwan Foundation makes no representations whatsoever concerning the content of these sites. They do not represent the Miller-Dwan Foundation's endorsement, authorization, sponsorship or affiliation with respect to these sites, their owners or providers. When leaving www.millerdwanfoundation.org, we recommend you check the privacy policy of the site you are visiting before providing personal information.
All of the sites listed on this page are maintained by their own organizations and are subject to change. If you encounter a broken link, please notify Joan Oswald at the Miller-Dwan Foundation.
INTERNET RESOURCES
Planned Giving Design Center www.pgdc.com - This is a tremendous online resource available to you at no charge. The Center’s mission is "to act as an information conduit between charitable organizations and professional advisors, whereby objective, authoritative information on the subject of charitable gift planning is provided on a current basis."
The Art of Charitable Planning www.abagmd.org/homepage2357/index.htm- The Baltimore Giving Project, together with the Forum of Regional Associations of Grantmakers, has developed this valuable resource to help professional advisors address charitable giving issues with their clients.
Leave A Legacy www.leavealegacyminnesota.org/index.cfm - A community-based program to help people learn about charitable giving through a will or from an estate, LEAVE A LEGACY™ does NOT solicit gifts for any particular organization. The program is a cooperative effort of all types of nonprofit groups including social service and arts organizations, churches, hospitals, educational institutions and other philanthropic groups.
National Center of Family Philanthropy www.ncfp.org - The NCFP was established by a group of family philanthropists to focus solely on the matter of importance of families engaged in philanthropy and their effective giving.
New Tithing Group www.newtithing.org - Founded by money manager and philanthropist Claude Rosenberg, the New Tithing Group educates the public and their advisors about how to make comfortably affordable charitable donations through sound budgeting. Using philanthropic research and planning tools, the Group helps individuals lead more meaningful lives with the knowledge that they are improving the public good at their own comfortable capacity.
The Philanthropic Initiative www.tpi.org - A non-profit organization formed in 1989 to help donors increase their impact through the development of innovative and strategic approaches to philanthropy. TPI strives to increase the amount and impact of philanthropic resources through donor education and research.
Women's Philanthropy Institute www.philanthropy.iupui.edu/PhilanthropicServices/WPI/
PROFESSIONAL ASSOCIATIONS
National Association of Estate Planners and Councils (www.naepc.org) – NAEP promotes the highest professional and educational standards, fosters public awareness about professionals who meet those standards, and builds a team approach to better serve estate planning needs.
National Association of Personal Financial Advisors (www.napfa.org) – the largest professional association of Fee-Only comprehensive financial planners in the United States.
International Association of Advisors in Philanthropy (www.advisorsinphilanthropy.org) – a forum of philanthropic professionals who use education, networking, and collaboration to teach and empower their clients to effectively direct philanthropic resources for the betterment of humankind consistent with their deepest values.
American Council on Gift Annuities (www.acga-web.org) - Comprehensive guide to charitable gift annuities, including current rates.
Financial Planning Association (www.fpanet.org) – aims to be the community that fosters the value of financial planning and advances the financial planning profession.
National Committee on Planned Giving (www.ncpg.org)- NCPG is for people whose work includes developing, marketing, and administering charitable planned gifts.
NEWS AND PUBLICATIONS
The Chronicle of Philanthropy (www.philanthropy.com)
E-Philanthropy Review (http://charitychannel.com/enewsletters/eptr/)
Forbes.com—Philanthropy (www.forbes.com/philanthropy/)
Philanthropy News Digest (http://fdncenter.org/pnd/)
Philanthropy Magazine (www.philanthropyroundtable.org)
Trusts & Estates (www.trustsandestates.com)
Planned Giving Today www.pgtoday.com
The Donor Advisor: The Critical Role of the Advisor in Family Philanthropy (pdf) This essay describes the growth of philanthropy and offers views from donors on how they think advisors can best support them in pursuing their charitable interests. The report is published by the National Center of Family Philanthropy www.ncfp.org
Philanthropic Planning Adds Value to Client Services (pdf) A short article about the benefits of talking to your clients about philanthropy and strategies to help you get the conversation started. Page 6 includes questions to ask clients to help them think about their legacy. From Strategic Philanthropy, Ltd. www.stratphilanthropy.com
E-mail Discussion Lists for Gift Planners
- ABA-TAX A tax law Internet discussion group sponsored by the American Bar Association Tax Section. Participation is limited to practitioners, law professors, and law students.
- ABA-PTL Sponsored by the Probate Division of the Real Property, Probate & Trust Law Section of the American Bar Association, intended primarily for the use of Section members and related professionals so they can discuss estate planning and administration issues by e-mail.
- GIFT-PLAN A moderated planned giving forum, focusing on issues of interest to U.S. gift planners.
- Yahoo PLANNED GIVING An open list for discussion of gift planning topics.
Top 10 Reasons Why You Should
Discuss Philanthropy With Your Clients
- It's good for society, it's good for your clients, it's good for your business, and it's good for you.
- You'd be surprised how many of your clients are searching for a way to give back to society, to memorialize a loved one, or simply to do good.
- Discussing philanthropy with your clients can be done unobtrusively, in a way that respects their privacy, values, and autonomy.
- It expands the menu of services available to your clients, thereby increasing their level of satisfaction with you and your services.
- It adds to your areas of expertise as a professional advisor.
- It increases the potential for new referrals and thus opens the door to many new clients.
- It marries your chosen profession with your desire to do something good for the world.
- It helps address important social needs and helps make your community a healthier, more vibrant place to live—a real legacy for future generations.
- It puts you in touch with a supportive network of new colleagues who are willing to share their time and expertise.
- It's easy to do ...
To view the various ways your clients can make gifts for the future of the Miller-Dwan Foundation, click here.
To see how clients can make current gifts to the Miller-Dwan Foundation, click here.
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