Professional Advisors » Planned Giving Resources

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The Planned Giving Design Center features:

The Design Room: Help your clients accomplish their charitable giving objectives by utilizing a variety of gift planning vehicles. These ‘Blueprints for Planned Giving' illustrate how your clients can contribute specific assets to gift planning vehicles.

The Reading Room: Keep current on breaking news from Washington concerning charitable taxation when you register for e-mail announcements. Get expanded analysis of IRS pronouncements, court decisions and legislation through magazine-length articles. Find up-to-date information on a variety of gift planning vehicles and techniques.

Advisor Resources Room: It's one-stop shopping for the tools you need to implement a planned gift. Sample trust forms, rate tables and downloadable IRS forms are provided.

Additional Resources

If you need additional resources, you may find these websites useful:

Donors Forum of Wisconsin www.dfwonline.org
DFW is a professional membership association of grant makers located in Wisconsin. The Forum's mission is to advance philanthropy through membership, professional development, networking, collaboration and public policy and leadership.

Leave a Legacy Wisconsin www.leavealegacywi.com
Developed by professional advisors, this site contains tools you may find useful in starting conversations about philanthropy with your clients. You can refer them to the site--and suggest they read the 'Creating a Legacy' section or use the Personal Inventory tool.

National Center for Family Philanthropy www.ncfp.org/advisor-main.html
This non-profit organization was founded to encourage families to create and sustain their philanthropic missions. Their Advisor's Role section contains information on the ways donors want their advisors to help in charitable giving as well as ideas for talking with clients about charitable giving.