Two years ago, the PGDC published an article by Betsy Mangone in which she discussed how nonprofits can build effective working relationships with professional advisors. In this follow-up article, Betsy identifies three factors influencing the non-profit sector's awakened desire to work with professional advisors, specifies the resources they can provide to assist the professional advisor community, and reviews best practices for professional advisors to build and maintain relationships with non-profits.  MORE »

If you have worked in the for-profit and nonprofit sectors, you know they are quite different; each having its own culture, vernacular, and business practices. Many well-meaning advisors approach nonprofit and charitable organizations seeking to partner with them in their fundraising efforts. Some are successful while others are not. In this article, Colorado-based planned giving consultant and former NCPG President Betsy Mangone discusses the challenges advisors face in working with charities, and how they can begin and maintain effective working relationships.  MORE »

It's been said there are two things you don't discuss in polite company: religion and the new address of the Cubs fan who tipped the foul ball during game six of the Cubs/Marlins series. In this case, Florida attorneys Jason Havens and Thomas Wells share their thoughts regarding the role attorneys can play in advising religious organizations in connection with their charitable status and fundraising programs. With 35% of all charitable gifts being given to religious organizations, we thought it a good addition to the PGDC. Hmmm ... maybe they've seen that Cubs fan!  MORE »

Are you or any of your colleagues considering becoming more involved in charitable gift planning? In this article from The Journal of Practical Estate Planning, Chicago-based philanthropic advisor Betsy Brill discusses the value of advisors incorporating philanthropic planning into their client services and suggests strategies to implement this important component.  MORE »

In this article from The Journal of Practical Estate Planning, Johnne D. Syverson looks beyond the traditional "by the numbers" approach to financial planning to the discovery of a family financial philosophy. Just what does a Junk Yard Attorney Foundation do? Click through and find out!  MORE »

Do any snowbirds flock to or from your community? In this edition of Gift Planner's Digest, Nancy Turrell, CFRE explores the motivations and giving habits of these migratory philanthropists.  MORE »

Would you like to hear about marketing charitable lead trusts from the planned giving officer's viewpoint? In this edition of Gift Planner's Digest, Brown University's Marjorie Houston provides a general overview of nongrantor CLTs and why discussing family issues is just as important as discussing technical ones.  MORE »

"Family wealth counseling" is a revolutionary approach to working with wealthy families that has swept the country over the past several years. In this edition of Gift Planner's Digest, Denver Certified Financial Planner Peter Tedstrom outlines this process and how it motivates his clients to make significant planned gifts.  MORE »

How does one integrate philanthropy into the wealth transfer planning process? In this edition of Gift Planner's Digest, Houston gift planner Paul L. Comstock answers this and many more questions in his thoughtful article, "Three-Dimensional Estate Planning."  MORE »

What makes philanthropists tick? In this edition of Gift Planner's Digest, University of Kentucky's Dan L. Hendricks reviews the cognitive processes that foster specific and innumerable acts of charity in his article, "Insights that Foster Planned Gifts."  MORE »