Committing to Creating and Maintaining a Private Foundation
Choosing among various charitable-giving options can be a challenging proposition for your clients. The most common options are creating a private foundation...
Rising to the Challenge
The way we gave in 2009 will be with us for a long time. Our country's economic crisis has occasioned a sea of change in the way individuals, foundations,...
Kill the CRTs
In what kind of Alice in Wonderland world might clients be better off destroying good things like charitable remainder trusts (CRTs)? Answer: in the down-the-rabbit-hole...
The Unraveling of Donor Intent
Gift restrictions have always been a component of charitable gift planning. In 1643, Lady Anne Radcliffe Mowlson created the first scholarship at Harvard...
Not SO Bad
Few Type III supporting organizations (SOs) are likely to be overjoyed by the new proposed regulations that could soon be governing them. Yet, these anxiously...
Related Links
Charity Navigator
charitynavigator.orgFrom the website: Your Guide To Intelligent Giving—Founded in 2001, Charity Navigator has become the nation's largest and most-utilized evaluator of charities. In our quest to help donors, our team of professional analysts has examined tens of thousands of non-profit financial documents. As a result, we know as much about the true fiscal operations of charities as anyone. We've used this knowledge to develop an unbiased, objective, numbers-based rating system to assess the financial health of over 5,000 of America's best-known charities.
The Planned Giving Design Center
www.pgdc.netA national network of organizations that provide more than 23,000 members with information about planned giving and charitable. Includes an online planned giving calculator; discussion groups; member directory.
The Chronicle of Philanthropy
www.philanthropy.comFrom the website: "The Newspaper of the Nonprofit World." Includes a database of "America's Top Donors," a "Government and Politics Watch," a "Philanthropy Careers" database and more.
Forbes Magazine
www.forbes.com/finance/philanthropyIncludes a database of America's 200 largest philanthropies plus articles.
Philanthropy Roundtable
www.philanthropyroundtable.orgFrom the website: "The Philanthropy Roundtable is a national association of individual donors, foundation trustees and staff, and corporate giving officers. The Roundtable attracts independent donors who benefit from being part of an organization dedicated to helping them achieve their charitable objectives. In addition to offering expert advice and counsel, the Roundtable puts donors in touch with peers who share similar concerns and interests. Members of the Roundtable gain access to the full range of ideas and information on what does and does not work well in philanthropy."
Boston College Center on Wealth and Philanthropy
www.bc.edu/research/cwp/Includes a free newsletter, Wealth and the Commonwealth, which the website says will help readers "stay informed about the latest news, research and trends in the areas of wealth and philanthropy."
Advisory Board -
Philanthropy Committee
David T. Leibell (chair)
Wiggin & Dana LLPLaura H. Peebles
Deloitte & Touche LLPKaren H. Putnam
Bessemer TrustRoger D. Silk
Sterling Foundation ManagementRobert F. Sharpe, Jr.
The Sharpe GroupComplete list of the Trusts & Estates Editorial Advisory Board
