Websites pertaining to CharitablePlanning.com.
Links to All Types of Calculators
Calculators for auto, bonds, budgets, college savings, credit cards, employee benefits, home, disability, health and life insurance, life expectancy, mutual funds, paychecks, retire health, retirement, Roth IRA, savings, Social Security, stock, and taxes.
Car Lease vs. Buy Calculator
Calculator helps analyze whether to lease or buy a car.
Social Security and Retirement
AARP's Social Security's online retirement estimator provides an accurate estimate of future benefit payments.
Auto Insurance Analyzer
This tool helps the consumer to determine insurance needs.
Charitable Gift Planning
The Future of Charitable Gift Planning
NCPG reports on its Strategic Directions Taskforce regarding the future of gift planning.
"First" Charitable Gift Annuity
The American Institute for Cancer Research details the "first" gift annuity, and discusses minimizing income and transfer taxes using a gift annuity.
House Legislative Resources
Information on acts and bills passed in the House, voting, and the status of current legislation.
House of Representatives (U.S.)
Information concerning the members of the U.S. House of Representatives, leadership, committees, legislative activities, art and history, public disclosure, election information, and current vacancies.
Congressional Research Reports & the House
Links to CRS reports on the House, the origin of legislative issues, House committees, the Senate, relations with the Senate, relations with the President, House Floor Proceedings, Special Rules and the Rules Committee, and the Budget Process.
A guide to the rules, precedents, and procedures of the House (2003). See also, for historical practices: Deschler's Precedents http://www.gpoaccess.gov/precedents/deschler/browse.html, Hinds' Precedents http://www.gpoaccess.gov/precedents/hinds/browse.html, and Cannon's Precedents http://www.gpoaccess.gov/precedents/cannon/browse.html.
Questions on the U. S. Congress, encompassing issues affecting both Houses.
House W&M Committee
The Committee on Ways and Means is the oldest committee of the United States Congress, and is the chief tax-writing committee in the House of Representatives.
Center for Budget and Policy Priorities
The Center conducts research and analysis to help shape public debates over proposed budget and tax policies and to help ensure that policymakers consider the needs of low-income families and individuals in these debates.
Detailed information on all current U.S. senators, including leadership, committees, legislation and records, and art and history.
Senate Committee on Finance
Committee members, subcommittees, rules of procedure, jurisdiction, pending legislation, and news releases.
General information regarding the Senate, voting, committees, legislative process, and art and history.
Government Printing Office
The U.S Government Printing Office ("GPO") provides publishing and dissemination services for the official and authentic government publications to Congress, Federal agencies, Federal depository libraries, and the American public.
House Committee of Standards of Official Conduct
This site includes the House Ethics Manual, highlights of the House Ethic Rules, Code of Official Conduct, Committee Rules, reports on alleged violations, forms for required filings, and financial disclosure forms.
Links to House Leadership, a list of Democratic and Republic House members, House caucus members, and House Committees and their separate websites.
A searchable database that contains the biographies of the members of Congress.
Congressional Voting Records
A brief guide on how to analyze the voting record of a member of Congress.
Communicating with Government Officials
A guide on how to communicate with your Congressman.
Journals of the Continental Congress
The First Continental Congress met from September 5 to October 26, 1774, and the Second Continental Congress ran from May 10, 1775, to March 2, 1789. The Journals of the Continental Congress are the records of the daily proceedings of the Congress as kept by the office of its secretary, Charles Thomson.
Joint Committee on Taxation
Publications and papers regarding tax acts, bills, budgets, tax expenditures, methodologies for estimating tax revenue gain or loss, and expiring tax provisions.
Thomas - Library of Congress Website
The premier government site for information on the House of Representatives and Senate, from the Library of Congress.
Capital Letters - by Ron Aucutt of ACTEC
"Unique insights into the legislative process behind estate tax reform and related transfer tax deliberations of the United States Congress and administrative developments at the Treasury and IRS."
2015 Heckerling Report
For the last thirteen years, and with the permission of the University of Miami School of Law Center for Continuing Legal Education, Joe Hodges and the ABA Section of Real Property, Trust and Estate Law summarized the highlights of the proceedings of the 49th Annual Philip E. Heckerling Institute on Estate Planning that was held January 12-16, 2015 at the Orlando World Center Marriott Resort and Convention Center in Orlando, Florida, a new venue for the Institute starting in 2007. See also http://www.law.miami.edu/heckerling.
The 2014 Study of High Net Worth Philanthropy
The premier study of issues driving charitable activities among affluent households. See also http://mediaroom.bankofamerica.com/phoenix.zhtml?c=234503&p=mediaMention&id=394026 for a summary, http://mediaroom.bankofamerica.com/phoenix.zhtml?c=234503&p=irol-newsArticle_print&ID=1493910&highlight= for a press release, and http://phx.corporate-ir.net/External.File?item=UGFyZW50SUQ9NDAzMzE0fENoaWxkSUQ9NDExNTE2fFR5cGU9MQ==&t=1 for another reference to the Study.
Estate Tax Repeal Update - a Blog
A blog originating from www.about.com on wills and estate planning.
Issues Raised by the One-Year Suspension of the Estate and GST Taxes
A summary of the issues raised by the one-year suspension of the federal estate and generation-skipping transfer taxes as provided in the Economic Growth and Tax Relief Reconciliation Act of 2001, Pub. L. 107-16 ("EGTRRA").
Estate Planning in Uncertain Times
Discusses the impact of the repeal of the estate tax as of 1/1/2010 and what the planner and client need to consider.
ACGA Business Page
ACGA lists a broad range of companies that offer assistance with gift planning.
Gift Planning Standards
AFP Endorsement of NCPG Guidelines
The NCPG (now Partnership for Philanthropic Planning) issued guidelines for gift counting and fundraising reporting practices, which were adopted by the Association of Fundraising Professionals.
PPP Guidelines for Reporting and Counting Charitable Gifts
PPP issued an executive summary and full report on its study, which was designed to provide guidelines so that charities could consistently count and report charitable gifts.
Life Insurance and Gift Planning
PPP, in conjunction with others, issues guidelines to help evaluate the ethics, legality, and charitable intent of insurance gifting plans.
Model Standards of Practice
The purpose of this statement is to encourage responsible gift planning by following Standards of Practice by all individuals who work in the charitable gift planning process.
Valuation Standards for Planned Gifts
PPP issued valuation standards for determining in present-day dollars the true economic value of a planned gift.
CASE Issues New Management and Reporting Standards
The Council for Advancement and Support of Education issued updated recommendations for counting gifts, which is generally in accord with NCPG/PPP Guidelines for Reporting and Counting Charitable Gifts.
NCPG Executive Summary for Reporting Guidelines (2nd Edition)
This article discusses in detail the recommendations, practical considerations, definitions, and endorsements of the reporting guidelines.
Gift Planning Vendors
PPP Resource Center
PPP lists resources it provides to its members.
PPP Business Pages
The Partnership lists a broad range of companies that offer assistance with gift planning.
PPP Resource Center #2
PPP lists professional organizations, resources for donors and gift planners, and relevant email listservers.
A Beginner's Guide to IRAs
Degrees for the Greater Good
Advice on what college degrees translate into a non-profit career, information about working at a non-profit, and tips to becoming a skill based volunteer.
A Volunteering Guide for Healthcare Students: The Benefits of Giving Back
Volunteering to Start a Career in Non-Profit Work
Other Government Sites
The White House
Site for the President of the United States, which provides current information on pending legislation, a briefing room, and background materials on the President and the White House.
Searchable database on all 50 state legislative bodies.
National Committee for Responsible Philanthropy
NCRP serves as one of the country's independent watchdogs of foundations.
Better Business Bureau's Wise Giving Alliance
The Alliance helps donors make informed giving decisions and advances high standards of conduct among organizations that solicit contributions from the public.
National Center for Family Philanthropy
NCFP's mission is to promote philanthropic values, vision, and excellence across generations of donors and donor families.
National Center For Charitable Statistics
NCCS makes data available for non-commercial research purposes and includes a wide array of tables on U.S. nonprofits including public charities, private foundations, business leagues, trade unions, and others.
IS is a leading forum for charities, foundations, and corporate giving programs committed to advancing the common good in America and around the world.
Accredited Schools Online
Accredited Schools Online has created a guide to provide teachers and administrators with expert tips to raise funds and build relationships. The guide includes funding ideas, strategies, and resources; personal stories from successful educators; and different types of fundraising- major tips and pointers on how to make it successful for each style.
Guidestar's mission is to revolutionize philanthropy and nonprofit practice by providing information that advances transparency, enables users to make better decisions, and encourages charitable giving.
The Giving Institute
The Giving Institute, formerly the American Association of Fundraising Counsel, seeks to enhance the professionalism of fundraising, in order to promote philanthropy.
The Foundation Center
Established in 1956 and today supported by close to 550 foundations, the Foundation Center is a national nonprofit service organization which promotes philanthropy, connecting nonprofits and the grantmakers supporting them to tools they can use and information they can trust.
Council on Foundations
COF is a membership organization that supports grantmakers in various aspects of foundation management.
Council for Advancement and Support of Education
CASE is a professional association serving educational institutions and advancement professionals who work on their behalf in alumni relations, communications, development, marketing, and allied areas.
Trusts and Estates
Trusts & Estates is a monthly periodical informing experts who serve the planning needs of the ultra-wealthy to gain insight into their specialties and to learn about related professions.
A resource that connects professionals to nonprofit colleagues in order to foster a place where nonprofit professionals can learn from each other, share information and work together to advance the cause of philanthropy.
Center on Philanthropy at Indiana University
The Center's mission is to increase the understanding of philanthropy, improve its practice, and enhance participation in philanthropy.
American Council on Gift Annuities
ACGA is a qualified nonprofit organization formed in 1927 as the Committee on Gift Annuities for the purpose of providing educational and other services to American charities regarding gift annuities and other forms of planned gifts.
Partnership for Philanthropic Planning
Originally created in 1988 as the National Committee on Planned Giving (NCPG), the Partnership for Philanthropic Planning (the Partnership) is a 501(c)(3) public charity whose mission is to help people and organizations create charitable giving experiences that are the most meaningful in achieving both charitable mission and the philanthropic, financial, family and personal goals of the donor.
Association for Healthcare Philanthropy
AHP is an international professional organization dedicated exclusively to developing the men and women who encourage charity in North America's health care organizations.
Association for Research on Nonprofit Organizations and Voluntary Action
ARNOVA is a neutral, open forum committed to strengthening the research community in the emerging field of nonprofit and philanthropic studies.
Association of Fundraising Professionals
AFP represents 30,000 members in 207 chapters throughout the world, working to advance philanthropy through advocacy, research, education and certification programs.
Chronicle of Philanthropy
The Chronicle is a leading news source, in print and online, for nonprofit leaders, fund raisers, grant makers, and other people involved in the philanthropic enterprise, connecting the nonprofit world with news, jobs, and ideas.
Alliance for Nonprofit Management
The ANM is a professional association of individuals and organizations devoted to improving the management and governance capacity of nonprofits - to assist nonprofits in fulfilling their mission.
National Association of Insurance Commissions
NAIC exists to assist state insurance regulators, individually and collectively, in serving the public interest and achieving the fundamental insurance regulatory goals in a responsive, efficient and cost effective manner, consistent with the wishes of its members.
Planned Giving Today
A monthly publication serving the planned giving community, connecting readers to leading professionals in the field, and providing information about key training events and resources, fresh marketing ideas, and valuable insights.
Planned Giving Design Center
A website committed to social interaction and republishing articles and various current events.
A publication for nonprofit management.
A dictionary, thesaurus, encyclopedia, and translator.
Uniform Acts (in the U.S.)
This link to Wikipedia provides a wealth of information concerning "uniform acts" promulgated by various organizations and associations, which recommend uniform laws for adoption by the various states.
Merriam Webster Dictionary & Thesaurus
A dictionary and thesaurus, with special sub-categories of medical and Spanish-English.
A popular encyclopedia, which provides some free content.
A free encyclopedia in various languages that "anyone can edit."
Official website of the IRS, which includes publications, forms, rulings, and much more.
Death and Taxes: The Economics of the Federal Estate Tax
Report produced in May 2006 by the Tax Foundation.
U.S. Income Tax Treaties
Searchable database on all tax treaties with other countries from inception.
PriceWaterhouseCoopers' 2016 Year-End Guide to Tax and Wealth Management
Annual guide of PWC, which focuses on wealth management strategies and tools that are most instrumental to building an effective plan.