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Home
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Resources
/ Advisors
For Professional Advisors
Philanthropic Advisors Network
: a Council on Foundations program for legal and financial advisors to charitable institutions.
Opportunities and Obstaces: The Role of Professional Advisors in Charitable Giving
: A research report sponsored by Schwab Charitable.
Planned Giving Design Center
:
An archive of daily news concerning charitable taxation, discussions of gift vehicles and assets, and analysis of IRS changes, court decisions and legislation.
A Global Perspective on Giving
: An article about the opportunities available in international philanthropy and the necessary efforts to give with tax efficiency.
Best of Both Worlds: Responsible Social and Financial Investment
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.
Click here
to sign up now! (Funders only)
Become a Member
Are you a funder interested in joining AGF?
Click here!