For Professional Advisors

Measuring and/or Estimating Social Value Creation: Insights into Eight Integrated Cost Approaches: This report from the Bill & Melinda Gates Foundation describes and analyzes eight approaches to integrating cost in measuring and/or estimating social value creation. (December, 2008)
Arizona Giving Reports: Reports compiled by Arizona Grantmakers Forum giving an overview of philanthropy in Arizona. AGF resource
Opportunities and Obstacles: The Role of Professional Advisors in Charitable Giving: A research report sponsored by Schwab Charitable. (October, 2007)

The Art of Charitable Giving: Online resource for professional advisors developed by Delaware Valley Grantmakers. Includes resources for planning, opportunities, the role of advisors, etc. (Posted 11/11/09)
Facing Important Legal Issues
Smart Givers Network: Resources for Smart Giving
Section specifically for donors on GuideStar website.
Philanthropic Advisors Network: A Council on Foundations program for legal and financial advisors to charitable institutions.
Toolkit for Giving: This guide is designed to help financial advisors better understand the value of charitable planning for their clients. The toolkit includes a matrix of options in charitable distribution tools, case studies and a list of local and national resources.
Arizona Community Foundation Professional Advisor Resources: A local resource for advisors that includes seminars and educational programs, giving calculators and networking opportunities.
The International Association of Advisors in Philanthropy

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