For Professional Advisors

New Resources
New section specifically for donors on GuideStar website. (Posted 4/16/09)

USA Today publishes special philanthropy section at website. (Posted 4/16/09)

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. These include two classical methodologies (cost-effectiveness analysis and cost-benefit analysis) and six promising approaches that have been developed by philanthropic and nonprofit organizations in the last decade.

Philanthropic Advisors Network: a Council on Foundations program for legal and financial advisors to charitable institutions.
Opportunities and Obstacles: 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.
Arizona Giving Reports: Reports compiled by Arizona Grantmakers Forum giving an overview of philanthropy in Arizona.

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