REFERENCE MATERIALS
The
Art of Charitable Planning
Designed to provide the professional advisor with a sampling
of the palette (planning ideas and scenarios); colors that when
blended with estate, tax and financial planning objectives will
help create a values-based, comprehensive planning picture.
Joel M. Breitstein, Esq.
The Giving Guide
Planned Giving Answers Online (PALS) - Log on to access.
Contact your local community foundation for access to PALS.
ORGANIZATIONS
Family Firm Institute
This is a professional membership organization for advisors
to family firms. It offers educational programs, networking
opportunities, research, and information-sharing.
Family Office Exchange
This professional association for private investors and their family offices offers consulting and executive search services, as well as access to professional advisors in the wealth management industry.
Institute for Private Investors
This organization provides a networking, research, and educational resource around areas of investment for individuals with substantial assets and their advisors.
More than Money
More than Money's mission is to build a more joyful, just, and sustainable world by helping people in the wealthiest five percent act in effective partnerships with others. It offers peer communities, educational programs, publications, presentations, workshops, coaching groups, and individual consultations.
Newtithing Group
Group founded to encourage individuals and institutions to increase their charitable giving, by helping prospective donors to determine their ability to give based on current income, investment assets, and expenses.
Philanthropic Advisors Network
The Philanthropic Advisors Network (PAN) is a network of legal and financial advisors and provides opportunities for you to discuss charitable issues, assist your clients and learn from one another. The network focuses on the complex areas of foundation and giving program creation and growth, tax issues and governance. Members are professionals who advise foundations and donors interested in creating foundations, giving programs or special funds from their wealth.
For additional grantmaking resources, please see the
Resources section of our Web site.
©2003 Indiana Grantmakers Alliance, Inc.
32 East Washington Street, Suite 1100
Indianapolis, Indiana, 46204
Phone: (317) 630-5200 | Fax: (317) 630-5210
Email: info@indianagrantmakers.org
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