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Resources for Professional Advisors

Whether you are a financial advisor, attorney, accountant, stock or insurance broker, etc., you have an opportunity to play a role in helping your clients give back to their community while managing their assets or planning their estates.

You likely are already aware of the philanthropy resources available to you at your professional associations. In addition, here are a few resources you may find useful:

The Art of Charitable Planning
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. 

Options and Opportunities in Family Philanthropy: A Guide for the Professional Advisor
This booklet, produced by the national Council on Foundations, examines how the various charitable giving options can help advisors assist their clients in accomplishing their personal and philanthropic goals. The booklet is available free from the Minnesota Council on Foundations (1 copy per person). To order, complete and mail in the Giving Resources Order Form.

The Philanthropic Advisors Network
The Philanthropic Advisors Network (PAN) was created by the national Council on Foundations to promote opportunities for legal and financial advisors to discuss charitable issues, assist their clients and learn from each other. Subscription to PAN gives you access to a national network of advisors, PAN's special Web-based resources, one-on-one assistance from Council staff, and many other benefits.

Philanthropy in Diverse American Communities
"Cultures of Caring: Philanthropy in Diverse American Communities," produced by the national Council on Foundations, offers viewpoints on philanthropy from affluent donors who are African American, Asian American, Latino and Native American. These donors share their feelings about giving; how they select the organizations they support; how they feel about establishing private foundations, setting up funds in community foundations and contributing to existing charities. The report was developed in close collaboration with organizations that represent the African-American, Asian-American, Latino and Native-American philanthropic communities.

Planned Giving Design Center
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."

U.S. Trust Survey of Affluent Americans
If you are interested in statistics on the giving patterns of affluent Americans, U.S. Trust conducts regular polls of the top 1 percent of the wealthiest Americans.


For some insights into what charitable donors look for in a professional advisor, see Selecting Professional Advisors.

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