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https://www.daylightadvisors.com/impact-philanthropy-advisor

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Welcome to Be Giving, a podcast from Foundation Source. In this series hosted by Elizabeth Wong, Head of Philanthropic Advisory Services at Foundation Source, we dive into the world of charitable giving and explore the incredible impact it can have on individuals, communities, and the world at large. Each episode features notable experts - philanthropists, advisors, executive directors, and thought leaders from across the charitable giving ecosystem - engaging in conversations about personal perspectives, experiences, and thoughts on the most important issues shaping the philanthropic space.

Welcome to Be Giving, a podcast from Foundation Source. In this series hosted by Elizabeth Wong, Head of Philanthropic Advisory Services at Foundation Source, we dive into the world of charitable giving and explore the incredible impact it can have on individuals, communities, and the world at large. Each episode features notable experts - philanthropists, advisors, executive directors, and thought leaders from across the charitable giving ecosystem - engaging in conversations about personal perspectives, experiences, and thoughts on the most important issues shaping the philanthropic space.

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Welcome to Be Giving, a podcast from Foundation Source. In this series hosted by Elizabeth Wong, Head of Philanthropic Advisory Services at Foundation Source, we dive into the world of charitable giving and explore the incredible impact it can have on individuals, communities, and the world at large...

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AIP Effective Philanthropy for Advisors Workshops

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AIP Effective Philanthropy for Advisors Workshops

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A podcast about how we can move beyond traditional philanthropy from co-hosts Monique Curry-Mims & Valerie Johnson.

A podcast about how we can move beyond traditional philanthropy from co-hosts Monique Curry-Mims & Valerie Johnson.

Great conversations about fundraising!

As someone who has worn many development hats so far in my career, I truly enjoy the scope of this podcast. Monique and Valerie touch on some of the most important pain points in the sector and do it with warmth, humor, and frankness that is very engaging. Looking forward to future episodes!

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A podcast about how we can move beyond traditional philanthropy from co-hosts Monique Curry-Mims & Valerie Johnson.

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Featured Product: The Real Reason Donors Aren't Making Planned Gifts, and What To Do About It

"Scary. Complicated. Expensive." This is what donors say about estate planning today. Many donors are interested in giving to charities through planned gifts, and yet fewer than 5.7% of Americans have actually left a charitable gift in their estate plans. With 85% of Americans donating to charities in their lifetimes, clearly, there is a missing link. This session will delve into the findings we've uncovered interviewing hundreds of donors, attorneys, and nonprofits to understand the common pitfalls that prevent donors from converting intent into action.

View Product

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Featured Product: The Real Reason Donors Aren't Making Planned Gifts, and What To Do About It "Scary. Complicated. Expensive." This is what donors say about estate planning today. Many donors are interested in giving to charities through planned gifts, and yet fewer than 5.7% of Americans have actually left a charitable gift in their estate plans.

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In 1999, the Office of Planned Giving at Stanford University determined that it would produce a conference to educate attorneys, accountants and other professionals on the importance of charitable giving and various tools available to the planned giving process.

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Since 2007, DonorSearch continues to be the preferred and trusted partner of thousands of nonprofits.

DonorSearch Solutions are designed and implemented with responsible practices

Ebooks, Guides & More

Download our free ebooks today to discover expert insights and practical tips on prospect research & fundraising!

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Webinars & Webcasts

Register now for exclusive insights from industry experts. Don't miss out on our upcoming webinars!

Blogs

Read our latest blog posts for valuable insights on fundraising and research. Subscribe for more industry news and updates!

HOW IT WORKS

DonorSearch gives you actionable insights, giving history and wealth intelligence that connects more people to your cause.

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DonorSearch | Platform for Donor Prospect Research & Data

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DonorSearch gives fundraisers actionable insights into their gift giving prospects through a data driven platform

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Planned Giving | BNY Mellon Wealth Management

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For more than 20 years, we have served non-profit organizations with comprehensive gift management services, tailored investment management solutions, and donor and organizational support.

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Donate crypto. Save on taxes. Make a difference!

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Perhaps you're part of a family with a long legacy of charitable giving through a family foundation.

Typically, your foundation will receive some assets during your parents' lifetimes and additional funding through their estate plan.

As long as certain distributions, conflicts of interest, and investment rules and regulations are met, foundation assets can grow income-tax-free.

But copies of foundation tax returns must be made available for public inspection - so your grantmaking will be a matter of public record.

If your family already has a foundation in place, make sure to consider the following:

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Charitable Giving: Creating A Legacy & Trusts For Charity

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Charitable giving is an important part for many families. Explore the different ways to give back, including creating a charitable trust

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"To sell or not to sell that is the question." This famous line from Shakespeare's Hamlet is a timeless contemplation of life's uncertainties. Life is a tapestry of choices and opportunities, and for Mr. O, a successful small business owner, it was a question of what to do with his life insurance policies. As the years passed and circumstances evolved, he found himself at a crossroads, faced with an array of options that would shape his legacy and impact future generations. Join us on a captivating journey of philanthropy and inspiration as we delve into the heartwarming story of Mr. O's decision.

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"To sell or not to sell that is the question." This famous line from Shakespeare's Hamlet is a timeless contemplation of life's uncertainties. Life is a tapestry of choices and opportunities, and for Mr. O, a successful small business owner, it was a question of what to do with his life insurance policies.

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The American College of Trust and Estate Counsel

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About the College

The American College of Trust and Estate Counsel, ACTEC, is a national organization of more than 2,400 lawyers and law professors peer-elected to membership. Our members, who are called "Fellows," are the best and brightest in the trust and estate practice, with years of experience representing and advising families.

The ACTEC Fellow Difference

Why choose an ACTEC Fellow to serve as your attorney? ACTEC Fellows are a group of highly talented estate and trust lawyers. Their goals are serving clients, helping the profession, and informing the public and to improve and reform probate, trust and tax laws, procedures, and professional responsibility.

Membership in ACTEC

Gain insight into the process of nomination and election to The American College of Trust and Estate Counsel and learn what the requirements are for election as a Fellow, an Academic Fellow or an International Fellow.

Governmental Relations

ACTEC studies, advises and improves trust, estate and tax laws, procedures and professional responsibility in the United States. ACTEC and its Fellows file amicus briefs in appropriate cases, testify before Congress, provide in-depth analysis of administrative positions to the Internal Revenue Service, assist in the development of best practices for trust and estate lawyers.

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ACTEC | The American College of Trust and Estate Counsel

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ACTEC is a national organization of lawyers who have demonstrated the highest level of professionalism in wills and trust, estate planning and tax law.

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Enlightened Philanthropy, a philanthropic advisory firm, is pleased to guide families and the next generation in giving.

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Planned Giving | BNY Mellon Wealth Management

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For more than 20 years, we have served non-profit organizations with comprehensive gift management services, tailored investment management solutions, and donor and organizational support.

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Membership in the Appraisers Association provides you with the most highly respected credentials in the profession, distinguished professional development, plus excellent networking opportunities with notables in the field. Members receive discounts on programs, publications, and database subscriptions, as well as the benefits from our affiliations with numerous allied professionals in the education, banking, legal, and insurance communities.

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Trust and estate planning | Bessemer Trust

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Estate planning offers the opportunity to craft a legacy - to ensure our wealth gets to the people and organizations we care about, protect our families, reduce taxes, and pass down our values. It can also help with planning for retirement or periods of incapacity.

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We are a Black-owned and women-led philanthropic advisory firm and public charity bringing over 25 years of knowledge and experience to provide thoughtful, strategic, and tailored philanthropic services to individuals, families, and organizations in the U.S. and abroad.
Learn More

We provide agile, thoughtful, and expansive support to individuals, families, and organizations to help changemakers solve some of the world's greatest challenges.
Learn More

Yvonne L. Moore, Founder & Managing Director

Yvonne L. Moore is the Founder and Managing Director at Moore Philanthropy and it's newly launched exempt arm, Moore Impact. She brings over 25 years of experience in the government, civil society, and philanthropic sectors to her work in providing strategic and tailored philanthropic advisement and solutions to families, individuals and institutions.

Learn More

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Moore Philanthropy is a Black-owned advisory firm bringing over 25 years of knowledge and experience to provide thoughtful, strategic and tailored philanthropic services to individuals, families, and private institutions.

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The Appraisal Foundation

The Appraisal Foundation is the nation's foremost authority on the valuation profession. Our boards are responsible for setting congressionally authorized standards and qualifications for real estate appraisers and provide voluntary guidance for all valuation professionals. It is our mission to advance the valuation profession by setting standards of excellence, promoting education and upholding the public trust.

The Appraisal Foundation is a resource for appraisers, regulators and consumers alike. On our website, you'll find the latest copy of USPAP available for sale, our newest course offerings, tools for aspiring appraisers and consumer resources. Our staff is always happy to assist you, so please don't hesitate tocontact us.

Sign up for The Appraisal Foundation e-News

Stay up-to-date with the latest from The Appraisal Foundation! Choose the type of news you wish to receive by clicking the areas that interest you the most when you sign up for our e-News.

Upcoming Events

Check out some of our upcoming events below or click here for a full calendar.

MEETING: December 12, 2023 - Board of Trustees (Virtual)

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nation's foremost authority on the valuation profession

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THE ART SHOW

Organized annually by the ADAA, The Art Show offers intimately scaled and thoughtfully curated presentations by the nation's leading fine art dealers, providing audiences a rich selection of works from the late 19th century through today.

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Art Dealers Association of America - ADAA

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The Art Dealers Association of America (ADAA) is a nonprofit membership organization of the nation's leading galleries in the fine arts.

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Services

Depth, expertise and value to clients across a multitude of traditional and untraditional services.

Software

A collection of technologies designed to meet the needs of both growing and established private and public companies.

Industries

A high level of industry expertise achieved through working with numerous clients in a multitude of industries.

Business Function

Helping out a variety of business functions including finance, HR, marketing & sales and more.

Individuals

Our personal accounting services team knows there is more to private wealth management than simply the accumulation, protection and transfer of wealth.

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Armanino LLP - Accounting, Business Consulting and Technology Solution Experts

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Armanino LLP is one of the top 25 largest accounting, consulting and technology firms in the U.S. providing business solutions to organizations across the globe.

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Fundraising Consulting Firm | CCS Fundraising

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CCS Fundraising is a strategic fundraising consulting firm that partners with nonprofits to raise funds today and strengthen organizations for the future.

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Chisholm Chisholm & Kilpatrick Ltd (CCK Bequest Management)

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Chisholm Chisholm & Kilpatrick Ltd (CCK Bequest Management)

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Prior to working with CCK last year, the Planned Giving team spent a substantial amount of time on bequest administration. Now with our partnership with CCK, we are freed up to expand legacy marketing and donor engagement. Scott and his colleagues are fast, friendly and efficient. They leave no stone unturned in following donor intent and expediting distributions. I recommend you try them out.

Tim Rogers, Planned Giving Officer, Oxfam America

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Bequest Management for Charities & Nonprofits | CCK Bequest

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CCK's Bequest Management team can help your organization honor your donors' wishes, accelarate gift distribution, and maximize the impact of bequests.

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Claudia brings her meticulous organizational skills, creativity, and can-do attitude to her role in supporting the Phīla team. You'll find her facilitating communication, coordinating projects, managing schedules, and more. While she mainly provides back-end structural support at Phīla, she also lends her skills in project management and grants management.

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Gift Planning Landscape Daylight Jan 2024

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Charitable giving is a powerful way for you to create a legacy and carry your family name into the future. As a bonus, it's a great financial tool for tax considerations and estate planning. An RBC Wealth Management financial advisor can help you include charitable giving as part of your overall wealth plan.

By including philanthropy and gift giving in the wealth planning process, you can create a living legacy to provide for your favorite organizations and loved ones. A legacy that offers support today, tomorrow and well into the future.

Define your giving plan

You've worked hard and invested carefully to achieve financial success. Sharing your good fortune with worthy causes that are meaningful to you can be an integral part of your wealth planning. Together, with your family, we can help define and plan your legacy.

We'll guide you through philanthropic tools and strategies-some offering tax advantages-to help you plan for and schedule your charitable giving. These include:

Gifting appreciated securities

Contributing to donor advised funds

Establishing charitable trusts

Creating private family foundations

Purchasing life insurance

Donating remainder interest in a residence or vacation home

While supporting your philanthropic passions, your financial advisor can work with your legal professionals to update your estate planning documents. We'll also work with your tax professionals to determine the best tax advantages for your charitable giving plan.

Create your family legacy

For your family, philanthropic and charitable giving may involve everyone from grandparents to grandchildren. Your financial advisor can work with the entire family to incorporate gifting into an overall wealth plan. This gives you a chance to connect with your children and grandchildren to identify a common mission for the family wealth.

Sharing your wealth is about more than means-it's about making an impact. We can help you set up a philanthropic plan to define your legacy by sharing your wealth with the people and causes you care about-today and for years to come.

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Make a positive difference for the people and causes you care about. Discover how giving can complement your wealth and legacy planning.

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Giving USA | A public service initiative of the Giving Institute

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Giving USA Limited Data Tableau Visualization | Giving USA

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Giving USA Limited Data Tableau Visualization

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Built for Nonprofit Organizations of All Sizes

Whether you're a small nonprofit organization with limited resources, or an enterprise organization wanting to maximize your strengths, iWave has all the features you want and some you didn't even know you needed.

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Fundraising Intelligence Software for Nonprofits | iWave

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iWave is the most trusted one-stop-shop for prospect research and donor wealth screening. Find the major gift donor of your dreams with iWave.

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Bonhams Fine Art Auctioneers & Valuers: auctioneers of art, pictures, collectables and motor cars

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From the Center for Effective Philanthropy (CEP), Giving Done Right is the show with everything you need to know to make an impact with your charitable giving. Whether you're donating a few hundred dollars a year, a few thousand, or a few million, you might find yourself wondering: Where should I give? How do I know which nonprofits are effective? How do I know if I'm really making a difference with my donation? Join hosts Phil Buchanan and Grace Nicolette as they welcome leaders and experts from throughout the nonprofit sector to answer philanthropy's burning questions and bust some myths that have long plagued donors and nonprofits alike. In a time when effective giving is especially crucial, Giving Done Right cuts through the noise and focuses on what you need to know to put your money to work.

From the Center for Effective Philanthropy (CEP), Giving Done Right is the show with everything you need to know to make an impact with your charitable giving. Whether you're donating a few hundred dollars a year, a few thousand, or a few million, you might find yourself wondering: Where should I give? How do I know which nonprofits are effective? How do I know if I'm really making a difference with my donation? Join hosts Phil Buchanan and Grace Nicolette as they welcome leaders and experts from throughout the nonprofit sector to answer philanthropy's burning questions and bust some myths that have long plagued donors and nonprofits alike. In a time when effective giving is especially crucial, Giving Done Right cuts through the noise and focuses on what you need to know to put your money to work.

Love this podcast!

Really insightful conversations and fantastic guests. If you're interested in philanthropy and the ways that donors and funders can be more effective in their work, this is a must listen.

Inspiring and informative

The Giving Done Right podcast has really hit the spot with my current questions of where to direct my giving and how to think about that. I especially enjoyed S2E4, "Finding Your Lane" with Jeremy Lin and S2E10, "Giving Cash to Those in Need" which addressed long-standing questions I've had about directly giving cash to the poor. Thanks, Grace and Phil, for the inspiring addition to my podcast feed!

Thoughtful giving

The hosts of this podcast, Grace Nicolette and Phil Buchanan, are experts in the field of philanthropy and they bring in a cast of incredible guests to tell inspiring stories of generosity and life transformation. They ask insightful questions and I like that they help shift paradigms regarding how we should give and how we should evaluate effectiveness, as well as offer practical tips and advice. This is a wonderful podcast for anyone who wants to learn more about thoughtful giving.

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From the Center for Effective Philanthropy (CEP), Giving Done Right is the show with everything you need to know to make an impact with your charitable giving. Whether you're donating a few hundred dollars a year, a few thousand, or a few million, you might find yourself wondering: Where should I gi...

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Founder and Principal Advisor

Carí is a nonprofit, tax and philanthropy strategist and a seasoned trusts and estates lawyer with over three decades of experience in nonprofit management and estate, tax and charitable gift planning across diverse, international and domestic settings.

Philanthropy Services

Throughout her philanthropic and legal career in the United States, Australia and London, Carí has facilitated charitable contributions of five- and six-figure major gifts and complex assets totaling over $50 million dollars.

As Principal Advisor at CPC, Carí works with individuals and families, private foundations, businesses and allied advisors to facilitate income, estate, and capital gains tax minimization and business exit/succession planning goals through the establishment of donor advised funds, charitable lead and remainder trusts and other sophisticated charitable giving vehicles.

For nonprofit organizations, Carí assists staff in establishing and administering planned giving and legacy society programs, donor prospecting and stewardship programs, and special events.

Finally, Carí works with small to mid-sized business owners during the exit planning process to assist them in selling all or part of their businesses using charitable gift vehicles.

Public Speaking

An experienced legal writer, researcher, editor, moderator and public speaker, Carí has lectured and published articles on estate and tax planning, special needs and elder law, charitable trusts and planned giving, retirement assets and qualified charitable distributions, nonprofit gift acceptance policies, and legislation affecting donors, donor advised funds and nonprofit organizations.

Recent speaking engagements include the National Association of Charitable Gift Planners, the International Advisors in Philanthropy, the Chartered Advisor in Philanthropy Advisors of Color program established by the American College of Financial Services, the Women of Color in Fundraising and Philanthropy Symposium, the Community Foundation of South Central Florida, and the HBCU Philanthropy Symposium. (F or speaking requests, click here to access the Virtual Speaking Topics and Sliding-Scale Fee Structure form.)

Diversity, Equity and Inclusion

Carí has a special interest in historical and contemporary African-American philanthropy, African-American philanthropic behaviors, and the engagement and stewardship of high net worth African-American donors.

Passionate about justice, equity, diversity, access, inclusion and belonging, Carí uses racial and social justice lenses to create connections and build relationships between nonprofits - including and especially BIPOC (Black, Indigenous and People of Color)-led and BIPOC-serving nonprofit organizations - and donors in the private, public and philanthropic sectors. She also uses her voice and her "levers" to promote DEI initiatives within all the areas in which she lives, works and plays.

Memberships

A member of the New York State Bar in good standing, Carí is also a member of Delta Sigma Theta Sorority, Incorporated, Ventura County Alumnae Chapter, the Conejo Valley Estate Planning Council, the Society of Trusts and Estates Practitioners Los Angeles, the Black Alumni of Dartmouth Association, the African American Development Officers Network, Women of Color in Fundraising and Philanthropy and the Association of Black Estate Planning Professionals.

Education and Professional Development

Carí earned her undergraduate degree at Dartmouth College in Hanover, New Hampshire, her Juris Doctor at Fordham University School of Law in New York, her Masters of Laws in Taxation (with distinction) from Loyola Law School of Los Angeles, and the Certified Specialist in Planned Giving designation from the American Institute of Philanthropic Services.

Carí is an Accredited Estate Planner®, a Certified Specialist in Planned Giving (cm) and a Chartered Advisor in Philanthropy®. A summer law clerk for the late Federal District Court Judge Robert P. Patterson, Jr. (S.D.N.Y.), Carí was the Graduate Tax Program President of the Tax Law Society of Loyola Law School, and a former President of the Black Alumni of Dartmouth Association of New York.

Carí is the Chair of the Inclusion Committee of the Los Angeles Council of Charitable Gift Planners and a former Board Member and Governance Committee Chair of Haven Hills, a Los Angeles-based nonprofit supporting survivors of domestic violence, and the Fund Development Committee of Many Mansions, Carí has served on numerous nonprofit, church, and university boards and committees in the United States and Australia, and has performed pro bono work for nonprofits in New York and Los Angeles.

Carí, her husband Preston Kevin Lewis, their three children, Carson, Faith and Jackson, live in Los Angeles.

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Philanthropic consulting services for donors, advisors, nonprofits, charities and businesses. Advise donors on charitable giving, help nonprofits set up planned giving and legacy programs, help corporations with corporate social responsibility and employee volunteer programs.

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Charitable Solutions, LLC in Jacksonville, FL specializes in managing charitable giving risks to maximize donations. We will assist donors and charities in making and accepting donations that are not cash. Find out more about our services by reaching out to any of our representatives today.

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Charitable Trust Administrators, Inc (CTAI)

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Charitable Trust Administrators, Inc (CTAI)

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The Value Proposition

CTAI Provides all of the services necessary to secure a planed gift; including 100% of the necessary back-office support. Our services are fast and cost effective. You may also wish to become a CTAI member; membership provides you with many time-saving tools and information to help you begin planning and organizing your trust in advance of engaging a professional. -Protect your assets, get started today!

Uses of a Charitable Trust

A Charitable trus may be an extremely beneficial tool for a family seeking financial security who also have a desire to benefit their favorite charity. A charitable trust provides the ability to sell a single, or a few, concentrated stocks, real estate, or a family business without paying and capital gain tax. As with most great ideas, there are challenges to be faced in accomplishing the desired results.

There are typically three parties who may assume the responsibility of trustee: the charity, the donor or an outside trust company. The choice of which entity to use is made by the donor, in most circumstances and generally they have the authority to change the trustee at their discretion.

The trustee of a charitable trust typically has two major duties. The first is the investment management of the trust assets. The second is the trust administration duties of the accounting, tax filings and cash distributions.
These types of trusts are considered "split-interest" trusts; therefore the trustee has the fiduciary duty to manage trust assets for the benefit of both the donor and the charity who will ultimately receive the trust proceeds.
Services For Your Organization

The benefits of a planned giving program for organizations are numerous. A well-developed planned giving program provides options for your supporters and encourages estate planning - a plus for any benefactor and his or her family members. The section available to donors is extensive. With the advice of a knowledgeable administrator, a solution can be created that corresponds with their unique goals and financial situation.

Services For Individuals

We provide services for individuals, families and private foundations. Estate planning is more than deciding which relative gets what when you die. By setting up a charitable remainder trust, you have an opportunity to leave something to a charity that is close to your heart, which minimizing tax and current income tax burdens.

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CTAI - Charitable Trust Administrators, Inc.

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CTAI Provides all of the services necessary to secure a planed gift; including 100% of the necessary back-office support. Our services are fast and cost effective. You may also wish to become a CTAI member; membership provides you with many time-saving tools and information to help you begin planning and organizing your trust in advance of engaging a professional.

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Write Your Legal Will Online, Free & Simple | FreeWill

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FreeWill lets you make your last will and testament quick, easy, and completely free. It is a simple online legal will maker that helps you compile will forms to print and sign, or to take as a basic will template to an estate planning lawyer. FreeWill is built alongside will making experts.

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Preserve & Grow Wealth | Clifford Swan Investment Counselors

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Clifford Swan Investment Counselors advises individuals, families and institutions, crafting tailored strategies for wealth preservation and growth

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Christian Financial Advisor | Cornerstone Management

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Cornerstone Management is a Christian financial advisor that provides financial planning and administrative solutions to Christian non-profits.

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An everlasting commitment to fiduciary values

The Glenmede Trust Company was founded in 1956 for one purpose: to serve in perpetuity as Trustee and Administrator of The Pew Memorial Trust, the initial funding source for the nonprofit now known as The Pew Charitable Trusts.

This was a bold objective and demanded two distinct qualities from the newly established Glenmede Trust Company: an everlasting commitment to fiduciary values and the longevity to fulfill its duties.

Over the decades, we have consistently combined these qualities with purposeful innovation to keep our clients one step ahead in this ever-changing world.

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An everlasting commitment to fiduciary values The Glenmede Trust Company was founded in 1956 for one purpose: to serve in perpetuity as Trustee and Administrator of The Pew Memorial Trust, the initial funding source for the nonprofit now known as The Pew Charitable Trusts.

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August 29, 2023 - HighGround was pleased to have four interns with us this summer. We recently sat down, fireside, to learn more about one of our Investments interns, Carson Hays, and his experience working at HighGround.

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For nearly a century, HighGround Advisors has protected and grown the assets of nonprofit organizations, churches and charitably minded individuals dedicated to transforming lives. We offer comprehensive services in investment and asset management, charitable gift planning and matters unique to tax-exempt organizations and the individuals who support them.

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J.P. Morgan's website and/or mobile terms, privacy and security policies don't apply to the site or app you're about to visit. Please review its terms, privacy and security policies to see how they apply to you. J.P. Morgan isn't responsible for (and doesn't provide) any products, services or content at this third-party site or app, except for products and services that explicitly carry the J.P. Morgan name.

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J.P. Morgan's website and/or mobile terms, privacy and security policies don't apply to the site or app you're about to visit. Please review its terms, privacy and security policies to see how they apply to you. J.P.

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The Northern Trust Company. Member FDIC

© 2023 Northern Trust Corporation. Head Office: 50 South La Salle Street, Chicago, Illinois 60603 U.S.A. Incorporated with limited liability in the U.S.

This information is not intended to be and should not be treated as legal advice, investment advice or tax advice and is for informational purposes only. Readers, including professionals, should under no circumstances rely upon this information as a substitute for their own research or for obtaining specific legal or tax advice from their own counsel. All information discussed herein is current only as of the date appearing in this material and is subject to change at any time without notice.

Certain affiliates of Northern Trust may be utilized in providing investment management services, including Northern Trust Investments, Inc. and 50 South Capital Advisors, LLC, which are registered under the Investment Advisers Act of 1940.

This information, including any information regarding specific investment products or strategies, does not take into account the reader's individual needs and circumstances and should not be construed as an offer, solicitation or recommendation to enter into any transaction or to utilize a specific investment product or strategy. This presentation is neither an offer to sell, nor a solicitation of an offer to buy an interest in an investment fund.

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Northern Trust can provide planned giving resources and giving services - all backed by expertise in managing sophisticated charitable giving assets.

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Endowment & Foundation National Practice Group (E&F NPG)

The E&F NPG builds on PNC Bank's long-standing commitment to philanthropy and is focused on endowments, private and public foundations, and nonprofit organizations. Our group is structured to help these organizations address their distinct investment, distribution, and capital preservation challenges. This group helps to provide ongoing education, best practices, and actionable insights to our nonprofit clients.

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We offer strategic insight and financial solutions for businesses, organizations, municipalities and non profits throughout the United States and internationally.

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Because members of my own family are Bay Area attorneys, I was brought up with respect not only for the law, but also for those who turn to lawyers for advice and guidance. I understand that a sophisticated estate plan embraces your values and helps you to shelter those people you care for most.

Approachable And Personable

Estate planning is a complex area of law. For you to make informed decisions about the array of legal tools available to shelter assets as they are transferred, I will discuss with you the many choices you have in estate planning and answer all your questions. I also will give you clear, understandable advice and guidance as you weigh your options, and then I will put your decisions into action using my knowledge of the law and attention to detail.

My dedication to my clients makes the difference in estate and trust administration, as well as in estate planning. Many times, I have provided representation to a member of a family, only to have the parents later come to my office and then a sibling or two or the client's friends. When people know that their lawyer is client-focused, competent and efficient, they are often eager to recommend the law firm to those closest to them.

Contact The Law Offices Of Hee Sun Kim Today

Contact my San Francisco, California, office at (415) 834-8234 for an appointment or complete the online form to start the process. I assist with your typical nuclear families with young children and start ups or other business interests, and I also handle more complicated estates including international trustees, beneficiaries, or assets and LGBT estate planning matters.

About Kim

Hee Sun Kim ("Kim") practices in the areas of estate planning and administration, real estate and business transactions, and related tax matters. Kim takes care to provide customized estate planning and problem resolution, taking into account each client's personal and financial needs and wishes.

Prior to opening her firm, Kim worked for estate planning firms in Northern California and Southern California that concentrated in both basic and complex estate planning and administration, including blended and immigrant families, same-sex or unmarried couples, and foreign or other special asset concerns. During law school, Kim interned for the Seoul office of Kim & Chang, the largest law firm in Asia.

Kim has lived in and traveled to many countries, exposing herself to diverse communities and unique cultures. Kim speaks fluent Korean, and is working to improve her French and Chinese fluency. When she isn't spending time with her nieces and nephews, Kim enjoys volunteering and practicing her golf swing.

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Because members of my own family are Bay Area attorneys, I was brought up with respect not only for the law, but also for those who turn to lawyers for advice and guidance. I understand that a sophisticated estate plan embraces your values and helps you to shelter those people you care for most.

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Start Securing Planned Gifts

Donor Compass™ was the first direct response fundraising vendor to introduce a planned giving program. We combine planned giving best practices with highly targeted direct response marketing and leading-edge stewardship. Our unique process has generated hundreds of millions of dollars for nonprofit organizations. But it doesn't stop there. Our approach also encourages annual and major giving, while fostering meaningful relationships with your donors.

Average open rate for planned giving emails

Average position conversion for healthcare planned giving programs

Average position conversion for upper education planned giving programs

Why are our planned giving programs so successful? It's all about data-driven relationship building.

Your relationship with your donors is a lot like a relationship between two individuals. A good, lasting relationship develops when both parties commit to learning about, appreciating, and supporting each other. The more you show your supporters that you appreciate, trust, and are invested in them, the more likely they are to engage with and support your organization.

Our in-house Donor Relationship Specialists are the difference between a successful program and a transformational program. They will engage your donors through a multi-channel approach, while focusing on what motivates them to support your cause. Through personal, donor-centric conversations, our Donor Relationship Specialists will remind your donors of why your cause is so special, while informing them of the impact that a planned gift can make. They will show your donors appreciation for their continued support, and remind them that your organization is working alongside them to achieve their unique philanthropic goals. This will enhance their commitment to the goals, objectives, and future of your organization. It's all about building positive, mutually rewarding relationships.
We have had over 552,000 conversations with donors.
Our Programs

We offer three program types to meet every organization's unique budget and needs. Our Complete, Custom, and Lite planned giving programs are designed to optimize your fundraising efforts, without breaking the budget. We will identify your top prospects and guide them towards making the decision to leave a planned gift. And we are so confident in our programs' success, that we can guarantee results on a Complete or Custom program. That means no more surprises or disappointments. When you start a planned giving program with us, you can feel confident that it will yield transformational results.

Planned Giving Program Highlights

Donor prospecting powered by Donor Compass™ Analytics

Personalized mail, email, & phone outreach

Training with our in-house Donor Relationship Specialists

Daily reporting and call logs

Donor cultivation and stewardship

Guaranteed results on a Complete or Custom program

We have partnered with over 200 nonprofits to execute 350+ successful
planned giving programs - raising hundreds of millions of dollars in
bequest revenue for our clients. And year over year, we continue
improving. Our all-time average program conversion is 27.6%, but our
average program conversion in the past 5 years is 36.7%. That's a huge
increase, and it is all thanks to our results-driven, client-first
philosophy. We only succeed when you do.
Get started

Planned Giving Programs Overview:

Lite

Pre-Campaign Development:

Unique Client Summary

Testimonial Letter

Legacy Gift Confirmation Form

Donor Relationship Specialist Training³

Initial Mail Package:

Personalized Testimonial Letter

Legacy Gift Confirmation Form

Reply Envelope⁴

Initial Phone Contact:

Comprehensive Daily Reporting
Post Call Thank You Mailing:

Personalized Thank You Letter

Legacy Gift Confirmation Form

Reply Envelope⁴

#10 Outer Envelope

Follow-up Confirmation Call:

Comprehensive Daily Reporting
Post Confirmation Call Thank You Mailing:

Personalized Thank You Letter

Legacy Gift Confirmation Form

Additional Planned Giving Information⁵

Reply Envelope⁴

Custom

Everything in Lite, plus:

Full Guarantee on Project¹

Campaign Theme (3 Options)

Themed Brochure & Campaign Stationery²

Themed Brochure

Full program customization. Pick and choose what you would like from the Complete program, without paying Complete pricing

Complete

Everything in Lite, plus:

Full Guarantee on Project¹

Focus Groups

Cultivation & Stewardship:

3 Years With 2 Independent Mailings per Year

Up to 2 Calls per Year

Post Call Follow-up Mailings

Comprehensive Daily Reporting

Re-categorization of Planned Giving Decision

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Donor Compass™ was the first direct response fundraising vendor to introduce a planned giving program. We combine planned giving best practices with highly targeted direct response marketing and leading-edge stewardship. Our unique process has generated hundreds of millions of dollars for nonprofit organizations. But it doesn't stop there.

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The largest independent charitable gift annuity platform in the country where donors can grant 100% of the remainder to the charity(ies) of their choice.

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Holland & Knight is a law firm that provides representation in litigation, business, real estate, governmental and healthcare law with more than 2,200 attorneys practicing in over 250 areas of law.

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Comprehensive planned gift and endowment management services | TIAA Kaspick

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TIAA Kaspick provides comprehensive planned gift and endowment management services to help nonprofits advance their missions.

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RIFT (Release IRA Funds Timely) Project

LEAD by Johni Hays, JD

The RIFT project is a database of collected materials to assist charitable organizations to effectively file and timely receive IRA beneficiary distributions. Click on the institution you are looking for to access sample letters, filing information, forms and key contacts.

Disclaimer: Neither the National Association of Charitable Gift Planners or the RIFT Project is responsible for errors in this information. The information is gathered from multiple sources and may change without notification. Should you see data that is incorrect or have knowledge of changes to the information posted, please share that information in the comment section.

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LEAD by Johni Hays, JD The RIFT project is a database of collected materials to assist charitable organizations to effectively file and timely receive IRA beneficiary distributions. Click on the institution you are looking for to access sample letters, filing information, forms and key contacts.

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Focus areas include direct mail and telephone fundraising, legacy marketing, online communications, and major gift programs.

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We are planners, first and foremost

Drawing upon decades of experience, we give sound advice and implement it for our clientele. Our practice is concentrated on individuals and businesses with an international element.

More about us

International Taxation Services

We are U.S. tax lawyers. Our practice is concentrated on individuals, businesses and transactions with an international element. Our clients are mostly individuals, families and closely held businesses but, because of our background in large firms, we occasionally represent large companies in areas within our specialized field of experience and knowledge.

Learn more

Estate Planning Services

Our estate planning practice adds high value in situations that involve complex interactions between typical estate planning issues and business or family needs. Our goal is to develop a comprehensive plan that integrates techniques to deal with personal, tax and business issues.

Learn more

Charitable Planning Services

We provide charitable planning services to our individual clients, helping them to effect their philanthropic goals. We listen carefully and provide both technical tax compliance advice and pragmatic counsel learned from over 30 years of legal concentration on philanthropy.

Learn more

Jane Peebles

Jane Peebles is an attorney certified by the California State Bar Association as a specialist in Estate Planning, Probate and Trust Law, and advises clients on domestic and international estate planning and estate administration and U.S. and cross-border philanthropy.

View profile View all team members

Michael Karlin Quoted in Thomson Reuters Tax and Accounting Article on FIRPTA Withholding Challenges
Read more

Cynthia Brittain Joins Scripps News Ahead of Celebrity Estate Memorabilia Auction
Read more

Karlin & Peebles Receives National, Metropolitan Rankings in the Best Lawyers® 2024 "Best Law Firms" List
Read more

View all news

Nov 30, 2023

Cynthia Brittain to Discuss the Resurgence for Offshore Trusts at STEP Bermuda Conference 2023
Learn more
View all events

Contact Us Today

If you require assistance within one of our specialized practice areas or would like to inquire about our services, we invite you to contact our firm.

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About Us We are planners, first and foremost Drawing upon decades of experience, we give sound advice and implement it for our clientele. Our practice is concen

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Pentera’s popular and highly regarded planned giving seminars are led by recognized leaders in the field with years of experience designing and closing gifts.

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With deep roots in Los Angeles's entertainment industry since 1908, MSK has developed a national presence in a variety of complementary industries and practice areas, including digital media & interactive entertainment, intellectual property, litigation, labor and employment, corporate, immigration, regulatory, tax and trusts & estates.

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Successfully managing the unpredictability and cyclical nature of charitable giving. Balancing the need for sufficient short-term operating liquidity against the financial demands of long-term planning. These are two of the most difficult challenges every nonprofit must face. But through a planned giving program, you can more successfully balance your organization's fundraising peaks and valleys; while still ensuring future income to support operations, programs, and your overall mission.

A well-organized and thoughtfully developed planned giving program creates a steady pipeline of charitable gifts-easing the pressure on annual campaigns, major gift campaigns, capital campaigns, and other fundraising efforts. Why, then, do so many nonprofits approach the idea of starting a planned giving program with hesitation?

While many nonprofits have well-established and highly effective planned giving programs, others avoid planned giving until they're faced with an important donor who expresses an interest in establishing a charitable gift annuity or making another type of planned gift. Reacting to these types of immediate opportunities, however, often leads to hastily designed programs that fail to gain significant traction.

Planned giving basics

Planned giving can incorporate any combination of outright bequests, a beneficiary designation on life insurance policies, or a beneficiary designation for assets held in an annuity or trust (i.e., a split interest arrangement). In split interest annuities and trusts, the donor receives a charitable deduction and a stream of income for life, while your organization receives the remainder when the arrangement matures. Common split interest planned giving vehicles include:

Charitable gift annuities

Charitable remainder trusts

Charitable lead trusts

Pooled income funds

Purpose and structure-the keys to an effective program

Being thoughtful and strategic in building a planned giving program alleviates concern and establishes an appropriate structure that aligns with your organization's purpose, needs, and objectives. To start:

Become proficient in planned giving basics and the functions of various giving vehicles;

Take time to carefully analyze your current donor base to determine the potential opportunity for split interest arrangements; and

Finally, garner organizational buy-in and begin to create the necessary marketing, policy, and administration infrastructure.

Some or all of the administrative and investment management responsibility associated with planned giving can be effectively delegated to a collaborative strategic partner. Truist Foundations and Endowments Specialty Practice, our team of planned giving experts provides structural guidance, insights into industry best practices, and full-service administration and investment management to a wide range of nonprofits-enabling clients to direct internal resources towards donor cultivation and revenue growth.

Still on the fence?

Let's take a look at two simple examples of how planned giving split interest arrangements can be a tremendous win-win for potential donors and the organization's that they support.

The graph below depicts a simple charitable gift annuity funded with $100,000 in 2011 by an 82-year-old donor who agreed to take a 6.8.% annual income payout on the originally funded amount, and is based on a 70/30 equity to fixed income investment allocation.

The donor would have received an immediate charitable deduction of $48,040 upon funding the annuity, along with annual income payments totaling $68,000 through the end of 2020. Assuming that the annuity matured at that point in time, the organization would then receive the remaining $105,066 (105% of the original gift). The donor benefits from both a tax deduction and predictable income, while the charity receives a sizable gift at a specific point in time.

The next graph illustrates a charitable remainder trust funded with $250,000 in 2011 by a 75-year-old donor receiving a 5% annual income payout beginning immediately. This example assumes a 65/35 equity to fixed income investment allocation.

The donor would have received an immediate charitable deduction of $61,246 upon funding the trust, along with annual income payments totaling $159,212.46 through the end of 2020. Assuming that the trust matured at that point in time, the organization would then receive the remaining $363,750 (146% of the original gift and additional contribution). The donor benefits from both a tax deduction and income while the charity receives a sizable gift at a specific point in time.

Don't wait until it's too late

Planned giving is a long-term strategy which, if established thoughtfully and structured smartly, can yield tremendous benefits to your organization. If you already offer split interest arrangements, marketing diligence (regardless of market conditions) will be vital to growth and long-term sustainability. There are effective ways to tailor your message and emphasize different planned giving benefits based on the prevailing economic environment. If your organization has yet to implement a program, don't wait! Be prepared for the conversation with potential donors who are interested in establishing split interest arrangements. Take steps today to secure your organization's future through planned giving.

About Truist Foundations and Endowments Specialty Practice

Truist has more than a century of experience working with not-for-profit organizations. Fiduciary stewardship is the heart of our culture. We're not just a provider, but an invested partner-sharing responsibility for prudent management of not-for-profit assets. Our client commitment, not-for-profit experience, and fiduciary culture are significant advantages for our clients and set us apart. The Foundations and Endowments Specialty Practice works exclusively with not-for- profit organizations. Our institutional teams include professionals with extensive not-for-profit expertise. These professionals are actively engaged in the not-for profit community and are able to share best practices that are meaningful to their clients. Team members offer guidance and advice tailored to the various subsets of the not-for-profit community, including trade associations and membership organizations. Our Practice delivers comprehensive investment advisory, administration, planned giving, custody, trust and fiduciary services to trade associations, educational institutions, foundations, endowments and other not-for profit clients across the country.

Interested in learning more about implementing and administering a planned giving program? Contact your Truist relationship manager or investment advisor or call us at 866-223-1499.

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Ensuring your nonprofit's future through planned giving | Truist

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Being thoughtful and strategic in building a planned giving program alleviates concern and establishes an appropriate structure that aligns with your organization's purpose.

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Planned Giving Marketing Trusted Authority | Official Site

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Planned giving websites for colleges, universities, private schools, hospitals, healthcare, arts, hospices, community foundations, zoos ...

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Sharpe Group | Helping Nonprofits Raise Large Gifts

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Products & Services Seminars The nation’s top major and planned gift professionals from around the country have attended Sharpe Group’s seminars to

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Chesapeake Planned Giving Council (CPGC) is an affiliate of the National Association of Charitable Gift Planners. CPGC has served the charitable needs of donors and clients as a planned giving organization since 1990. CPGC serves the greater Chesapeake region and offers events, resources, and networking opportunities.

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Heckerling Institute on Estate Planning | University of Miami School of Law

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START OFF THE NEW YEAR BY RECONNECTING WITH YOUR COLLEAGUES AT THE HECKERLING

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By Stacey Delich-Gould, Senior Vice President, Senior Trust and Estate Specialist, and Greg Singer, Investment Director, Capital Group Private Client Services - New York City, Guest Columnists

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By Stacey Delich-Gould, Senior Vice President, Senior Trust and Estate Specialist, and Greg Singer, Investment Director, Capital Group Private Client Services - New York City, Guest Columnists

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In 1601, England's Parliament enacted The Statute of Charitable Uses (43 Eliz I, c.4), sometimes known as the Statute of Elizabeth I. The preamble to the statute contained a list of purposes and activities considered to be charitable in nature. This list is generally thought to form the foundation for modern charity law - with some modern adjustments, certainly.

Our name is a tribute to this history.

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1601 Law Group | Nonprofit Legal Services

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1601 Law Group offers nonprofit services to nonprofit organizations and the donors who fund them. Founded in 2016 under its former name, Kavanagh Rhomberg LLP, the firm works with private foundations, charitable giving organizations, and other nonprofits providing legal advice on tax and governance

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Planned Giving and Legacy Planning

Planned Giving and Legacy Planning

Planned Giving and Legacy Planning

Donor gift strategy meetings

Gift case design inclusive of donor's advisors

Nonprofit planned giving program design and implementation

Enhancement of existing nonprofit planned giving programs

Website Content (excluding SEO or graphic design)

Planned giving collateral material

Outsourced Planned Giving Officer

Planned Giving Best Practices

Education and Engagement

Planned Giving creates benefits for donors that includes tax efficient asset gifting strategies and legacy gifts while enhancing stewardship. Planned Giving services include:

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Planned Giving and Legacy Planning Planned Giving and Legacy Planning Planned Giving and Legacy Planning Donor gift strategy meetings Gift case design inclusive of donor's advisors Nonprofit planned giving program design and implementation Enhancement of existing nonprofit planned giving programs Website Content (excluding SEO or graphic design) Planned giving collateral material Outsourced Planned Giving Officer Planned Giving Best Practices Education and Engagement Planned Giving creates benefits for donors that includes tax efficient asset gifting strategies and legacy gifts while enhancing stewardship.

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The California Community Foundation (CCF) is a vibrant and enduring resource committed to fulfilling the promise of Los Angeles County. We are steadfast advocates for those who struggle. We are trusted stewards of charitable passions. And we are thoughtful investors in systemic change.

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We make nonprofits better at planned giving strategy, donor cultivation and closing gifts.

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CAP ®

Best For

Professionals seeking a graduate-level education on how to best support their client's philanthropic goals.

Format

Deliver your clients' highest aspirations with our best-in-class philanthropic education program. Learn more below.

100% Virtual

Tuition

Starting at
$1,995/course

Three-course package available for $4,295

Experience Our Program

Delivering Clients' Highest Aspirations

Join Program Director Jennifer Lehman, PhD, JD, CFP®, along with one of the program's successful alums, Andrew Tudor, CFP®, CAP® for a video tour of the CAP ® Program.

Take a Tour

Tuition & Scholarships

Program tuition can be paid on a per-course basis. Tuition covers all course fees, required study materials, access to convenient online learning tools, your examination, and other fees.

Individual course: $1,995
Three-course package: $4,295

Non-profit professionals are eligible for reduced tuition at the time of enrollment.

Individual course non-profit: $1,550
Three-course package non-profit: $3,395

Scholarship opportunities for active-duty military personnel, veterans, and spouses, African American financial professionals, women, and other qualifying groups are available. Discover scholarship opportunities.

What You'll Learn

The CAP ® Program is a graduate-level program that provides the specialized knowledge and tools you need to help clients articulate and advance their highest aspirations for self, family, and society.

Your learning outcomes will equip you to:

Apply the best tax strategies, tools, and techniques for philanthropic goals

Understand client or donor goals for self, family members, and/or society

Advise wealthy families and family offices on important financial matters, including business exit planning, estate planning, and legacy planning

Handle gift planning for nonprofits and high-capacity donors or philanthropists

Course Delivery

The three-course CAP® Program is designed for working professionals and offered in an online, self-study format, so you can move at your own pace. Throughout your time in the program you will have online access to The College's expert faculty. Each of the three courses concludes with a two-hour exam.

Benefit from program features, including:

Cross-disciplinary curriculum spanning all aspects of philanthropic planning

Elite faculty of nationally-recognized academics and researchers

Unique synthesis of philanthropic knowledge not available anywhere else

Thriving and collaborative community of advisors and gift planners

Was given by individuals to charity in 2022. Money in motion requires your expertise. ¹

Of America's wealthiest households make charitable gifts every year. They need your support. ²

Was held in donor-advised funds in 2021, with $45.74 billion in grants being directed to qualified charities. ³

The CAP® Is Right For You If:

You Foster Dreams of Impact

Support Your Client's Legacy

You want to help your clients integrate a lasting legacy into their financial plan, ensuring their wishes are articulated and implemented.

You See The Need from All Sides

Effectively Partner with Peers

Covering every aspect of philanthropy, the CAP® Program offers an unmatched body of knowledge, enabling you to collaborate from both the donor and nonprofit perspective.

Your Clients Look Ahead

Receive In-Demand Expertise

You recognize that legacy planning affects every aspect of family life. It requires specialized knowledge and skill that marries the art and science of philanthropic planning.

Inside the CAP ® Program

Typical Completion Time
<12 Months

GS 839 Planning for Impact in Context of Family Wealth

Focuses on how clients and donors can use financial planning, estate planning, and gift planning to advance their personal financial goals for self and family, while also having a positive impact on their community.

Upon completion of this course, you'll be able to:

Position yourself at the table where the client or donor's big dollars are planned

Emerge as the client or donor's trusted advisor, integrating charitable planning with the donor or client's overall estate and business planning

Help donors and clients achieve positive impact for self, heirs, and community

GS 849 Charitable Giving Strategies

Covers charitable tax strategies, tools, and techniques, and how to explain and implement them to achieve donor goals for self, family, and community.

After completion of this course you'll be able to:

Explain the features and benefits of each individual charitable tool

Compare and contrast the tools in light of a donor or client's overall legacy plan for self, family, and society

Identify reasons advisors and fundraisers often collide, and the ways they may work more effectively together

GS 859 Gift Planning in a Nonprofit Context

Teaches advisors, board leaders, and nonprofits how to collaborate to create, count, and steward significant gifts.

After completion of this course you'll be able to:

Identify the roles of the three sectors, how those roles are changing, and how the nonprofit sector is funded

Discuss the role of the nonprofit board and how fundraising is structured and managed

Explain how planned, major, and blended gifts are raised, invested and stewarded

Understand what high capacity donors want

Recognize how "personalized" or "donor-focused planning" complements the value-based planning that is taught in the other CAP® courses

cb33 testimonial slider - V1 & V2

I highly recommend the CAP ® curriculum to every charitable planning and fundraising professional. It completely transformed the way that I look at philanthropy and wealth in general.

Leon Baburov, CAP ®, CFP ®, AEP ®

Through the CAP ® curriculum I learned technical gift planning, but more importantly, I learned how to listen to life stories and how to work with professional advisors, as a gift planner/fundraiser.

Betsy Ketelas, CAP ®, CFRE

The CAP ® program has added to my repertoire as an attorney, but more importantly, as a trusted advisor to individual, corporate, and nonprofit clients.

Philip M. Dicomo, ESQ, CAP ®

A Program for Impact

Supporting Greater Professional Diversity

The CAP ® Program's Advisors of Color cohorts connect African American philanthropic leaders from across the nation. These students represent for-profit and nonprofit organizations, as well as alumni from Historically Black Colleges and Universities.

Learn From Leaders With True Expertise

Jennifer Lehman

PhD, JD, CFP®, CAP®

Program Director, Chartered Advisor in Philanthropy®
Assistant Professor of Philanthropy
William B. Wallace Chair in Philanthropy

Connect on LinkedIn Read Bio

Timothy Belber

JD, AEP®

Adjunct Professor of Estate Planning
Charles E. Drimal Estate Planning Professorship

Connect on LinkedIn Read Bio

Find Out More

Download the Brochure

Read more about the CAP ®

Access the Program Demo

Hear from former students and take a tour

View Philanthropic Insights

Explore the latest news and expertise from College faculty

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Learn how the Chartered Advisor in Philanthropy® (CAP®) designation Program prepares you with the knowledge and tools to help clients articulate and advance their highest aspirations for self, family, and society.

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American Council of Gift Annuities (ACGA)

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American Council of Gift Annuities (ACGA)

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How to Join or Support the ACGA

Unique in the gift planning community, the American Council on Gift Annuities (ACGA) suggests maximum charitable gift annuity rates, monitors state regulations especially as they pertain to charitable gift annuities, and provides education on CGAs as well as broader gift planning. Through these activities and more we support and advance responsible philanthropy that benefits donors and charities.

Ways you can support the ACGA:

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Unique in the gift planning community, the American Council on Gift Annuities (ACGA) suggests maximum charitable gift annuity rates, monitors state regulations especially as they pertain to charitable gift annuities, and provides education on CGAs as well as broader gift planning. Through these activities and more we support and advance responsible philanthropy that benefits donors and charities.

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Certified Specialist in Planned Giving (CSPG)

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Certified Specialist in Planned Giving (CSPG)

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American Institute for Philanthropic Studies

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The American Institute for Philanthropic Studies provides planned giving professionals and others who are involved in the planned giving process the knowledge and skills required to implement and maintain a successful gift planning program. The goal of the Institute is to set the standard for academ…

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Everything You Need in Planned Giving

Since 1985, PG Calc has helped charities and non-profits of all types and sizes achieve planned giving success. PG Calc offers a full suite of planned giving products and services for organizations seeking to start or expand a program, benefit from effective planned giving marketing, or successfully administer planned giving programs.

Contact Us

PG Calc Closed for Thanksgiving

December IRS Discount Rate: 5.8%

In this month's eRate newsletter:

Featured Article - PG Calc QCD Survey: Many Charities Report Closing CGAs Funded With a QCD

Quick Tip: Setting Investment Assumptions in PGM Anywhere

Things We Are Following: Indexed Tax Items and QCD Limit Increases for 2024

New Year, New Filing Requirement: IRS Lowers Bar for Mandatory E-Filing

PG Calc QCD Survey: Many Charities Report Closing CGAs Funded With a QCD

A new gift planning opportunity became available thanks to the Legacy IRA Act: funding a CGA or CRT with a QCD from one's IRA. Our Client Services and Gift Administration teams have noticed a recent increase in the number of new CGAs funded with a QCD. This pattern piqued our interest. To investigate the popularity of this new gift option further, we sent out a survey to a broad fundraising audience. Here's what we found.

The Real Story Behind Donor Stories

There's no question that good donor stories are among the best marketing tools we have for fundraising - and particularly for planned giving. So, what makes a donor story compelling? What makes it impactful? And what's the best way to use it effectively?

In Andrew Palmer's Guide, he will show you why donor stories play such an important role in planned giving marketing. Download now!

The Formula for Successful Repeat Gifts

Happy donors are repeat donors. This is particularly true for donors who establish charitable gift annuities. What's the formula for success to bringing in these repeat gifts? The secret is keeping all the key players in step with one another. Read now to understand the steps each party needs to play in order to build a pattern of success that can be repeated to keep those gifts coming.

GiftWrap and Bequest Manager Updated 11/3/23

This release of GiftWrap and Bequest Manager includes fixes, small enhancements, upgrading of components, and overall usability improvements. Be sure to clear your browser cache before logging in. These enhancements and others are further detailed in the GiftWrap 4.3.6 and Bequest Manager 1.3.6 Release Notes. Look for the Latest Product Info link at the top of your screen within the application.

New York Max Annuity Rates Legislation Signed into Law!

It has been a long time coming, but New York legislation that should greatly reduce the likelihood that any of its maximum annuity rates will be lower than the corresponding maximum rate suggested by the American Council on Gift Annuities (ACGA) has finally become law.

PGM to PGM Anywhere - FREE! (ONLINE)

This complimentary class is for experienced PGM clients familiar with the desktop software who are making the transition to the new PGM Anywhere web-based version. The class covers the differences between the two systems, and will show the experienced gift planner how to use PGM Anywhere.

Marketing Planned Gifts - Q&A Webinar (FREE)

What gift plans should I market and to whom? What marketing channels should I use? How often should I send marketing messages? What words should I use? What words should I avoid? Get all your planned gift marketing questions answered for free by PG Calc expert Andrew Palmer, Director of Marketing Services, during this hour-long webinar.

PGM Anywhere has been a great tool for my colleagues and me. With the recent legislative change and new gift opportunity to fund life income gifts with IRA assets, we wanted to ensure that our colleagues felt comfortable preparing proposals within PGM Anywhere. It is always nice to have a refresher of the features in PGM Anywhere as well. We reached out to the Client Services team for a custom training. They were very helpful in coordinating the session and providing an effective training for system colleagues and me. During the training, not only did Kara show us the workaround in the system but she also shared an overview of the new legislative change, requirements, the updated narratives, etc. My colleagues and I thought it was a very insightful training for the new gift opportunity they are marketing and a reminder of the services we have available through PG Calc. Kara also reminded the group about the support services PG Calc offers. Thank you again for your support and an informative session!

Kinna N. Clark
Senior Director of Development and Gift Planning Services
The University of North Carolina System

PGM Anywhere is a plug-and-play solution that allows us to present a highly professional product to our donors in just minutes. We know that PG Calc will always have the latest rates, tax information, contract language, and other important details, and their templates are clean and easy to read. We also know that we can pick up the phone or send an email at any time and PG Calc will respond promptly. This allows us to focus on what we do best - working with the donor - knowing that we have experts in our corner to assist at any time.

Jon Kraus
Director of Development
Gift Planning University of Denver

PG Calc's Marketing Services Team provides us essential expertise and peace of mind knowing that our website is up-to-date and content-rich, and our marketing pieces are spot-on in content, style, and effectiveness. Members of the PG Calc team are force-multipliers for our planned giving program's success thanks to their wealth of experience and knowledge. Most of all, the PG Calc Team is great to work with, always available for help, and super-responsive to our needs.

Kent Alley
Director of Planned Giving
Episcopal High School

PGM Anywhere has been an outstanding partner to our organization. We count on it for accurate trust and CGA calculations and proposals. The PG Calc staff is always accessible and tremendously knowledgeable so that we feel confident our donors are receiving the most up-to-date and accurate information. PGM Anywhere does a great job of customization and is a delight to work with.

Debbie Roberts, JD
Senior Planned Giving Manager
The Trust for Public Land

PG Calc's Designer Proposals have been a wonderful addition to our CGA program! The illustrations we produce now are vibrant and engaging, and the customization is outstanding. Not only have our donors really responded to the compelling content, it has also been a real time saver for us.

Beckie Cairns
Deputy Director of Gift Planning
ACLU

The Carter Center works with PG Calc to administer our 270 (ish) Charitable Gift Annuities. PG Calc makes sure every annuitant receives a check or direct deposit on time and prepares and mails all our 1099-Rs. I like to send our annuitants monthly letters with their pay advisory or check. After writing the letter, I send it to PG Calc. They personalize every letter and have a 10-year track record of never having been late . . . even during the worst of COVID. Administering hundreds of annuities can be a nightmare. PG Calc removes that headache, for which I am eternally grateful.

Barry Nickelsberg
Chief Development Officer for Estate & Gift Planning
The Carter Center

Our organization worked with Edie at PG Calc in the last few years to prepare our annual CGA filing reports and to advise us on compliance issues and the requirements from the different states where we offer CGAs. The PG Calc team has been invaluable in not only assisting us to file our returns in a timely manner but have identified and supported us in remedying inadvertent mis-steps we had previously made as we attempted to manage the process in-house. The PG Calc service has saved staff time/money and provided us peace of mind that we have complete and accurate reporting.

Anita Fraley
VP Philanthropy
HumanGood

I don't know what I would have done without Julie Goldenberg Hay, PG Calc's State Registration Consultant, to guide me through the very cumbersome state registration process. Julie is always there to answer my questions and give me detailed information on next steps. I couldn't have gotten this far without her.

Dawn Smith
Planned Giving Administrator
Davidson College

PG Calc may be the industry standard for gift illustrations and administration, but it is the customer service that enables you and your program to thrive. We've faced small adjustments and big updates alike to our GiftWrap suite and are grateful for the fantastic support of PG Calc staff such as Ellen Rakatansky. Whether addressing a technical issue or helping us expand ways to make better use GiftWrap, Ellen and the PG Calc team have been an indispensable partner in our success.

Sean Twomey
Director, Planned Giving
The Wilderness Society

PG Calc has run the administration of our CGA program for the past year, and they really do make the process turnkey and effortless. Just as I have outsourced my estate administration, I have also outsourced our CGA administration so that my team can focus all of their time on building relationships with donors. If we ever have a question from a donor or from our finance team, PG Calc has been quick to respond and helped to resolve the issue quickly. They are a great partner for AWF!

Jessica Moes
Legacy Giving Manager
Africa Wildlife Foundation

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Everything You Need in Planned Giving Since 1985, PG Calc has helped charities and non-profits of all types and sizes achieve planned giving success.

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Ren: Philanthropic Solutions & Charitable Giving Experts

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We want you to succeed at your philanthropic endeavors, and we have the tools, knowledge, and resources to help you get there.

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Association of Black Estate Planning Professionals

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Association of Black Estate Planning Professionals

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The Association of Black Estate Planning Professionals

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About ABEPP - Advancing Excellence in Estate Planning

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Learn more about ABEPP’s commitment to promoting diversity, excellence, and inclusivity in estate planning.

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Comprehensive planned gift and endowment management services | TIAA Kaspick

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TIAA Kaspick provides comprehensive planned gift and endowment management services to help nonprofits advance their missions.

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Your global business challenges need more than just legal answers. Enter Manatt-a new law firm model where diverse professionals provide legal services, advocacy and business strategies under one roof.

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National Association of Charitable Gift Planners (CGP)

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National Association of Charitable Gift Planners (CGP)

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National Association of Charitable Gift Planners

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CGP has grown with and for the charitable gift planning industry. From think tank conversations, to a federation of local councils, to a professional organization, we've evolved to serve members nationwide. Together, we build a bold future of smarter giving and bigger impact.

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People live below the international poverty line of US$1.90 a day

People worldwide that have no access to healthcare

Youth worldwide lack basic mathematics and literacy skills ¹

People lack access to safely managed drinking water services

In global emissions of CO2 since 1990

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Here to maximize your impact - UBS Philanthropy Services

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We are an award-winning offering that partners with you and your family to manage your philanthropy and maximize your impact. We provide comprehensive philanthropy advice, philanthropy experiences, and execution services through our UBS Optimus Foundation and Donor-Advised Fund.

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The Charitable Services Group - dedicated to helping you succeed

Since 1991, the Charitable Services Group at U.S. Bank has provided expert management and administration for public charities and nonprofit organizations to help ensure every dollar counts.

Endowment services

A dedicated portfolio manager for you

Endowment accounting and financial reporting

Disbursements and grant-making services

Planned giving

Help building your planned giving program

Assistance in growing your organization's footprint

Management of your back-office functions and compliance, so you can focus on donor relationships

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Endowments and Planned Giving | U.S. Bank

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The Charitable Services Group of U.S. Bank provides comprehensive, targeted consulting services designed specifically to enhance the management of foundation and endowment assets and support the needs of planned giving services.

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Foundation & Non-Profit Audit & Assurance | Seiler LLP

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In a sector with unique challenges and opportunities, Seiler’s decades of expertise can help non-profits, including public charities and private foundations.

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CFRE International - Certified Fund Raising Executive

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Senior Director of Planned Giving Aquanetta Betts, CFRE, on achieving certification - CFRE International

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After a career change that led her to the world of planned giving, Aquanetta Betts, CFRE, began pursuing certification. Currently, she is the Senior Director of Planned Giving, East Region, for World Vision. Here, she shares insight into what led her to become a CFRE and her advice for others starting on their own CFRE

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gd-landing-page-father-son-walking-path

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Planned giving.

Amplified.

- STACEY O'MALLEY , Senior Director, Development, Feeding America

- KEVIN BERRY , Senior Director of Individual Philanthropy, Hanover College

- LARRY DECKER , Director of Institutional and Planned Giving, Central Park Conservancy

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Giving Docs: Planned Giving Amplified with Online Estate Planning

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Drive more legacy giving with the Giving Docs online estate planning toolkit. Nonprofits can amplify their planned giving programs by providing donors with our easy-to-use will builder, codicil, revocable living trust, beneficiary designations and other estate planning tools. Donors can also easily create legacy gift intentions via Donor Advised Funds, Stock, and Individual Retirement Accounts/ Qualified Charitable Distributions.

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Graduate Certificate in Charitable Financial Planning

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Graduate Certificate in Charitable Financial Planning

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overview of the graduate certificate in charitable financial planning and texas tech university

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Overview of the graduate certificate in charitable financial planning and texas tech university

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As practice chair, Steve brings critical experience to the Trust and Estates practice and is well-equipped to deal with a variety of estate and business matters. Steve's practice focuses on estate planning, including health care documents, powers of attorney, wills and trusts, as well as business succession planning, inheritance and estate tax planning, and related tax return preparation. He routinely represents high net worth individuals and families on a variety of sensitive and complex estate and business planning matters.

Steve also assists with the administration of decedents' estates and the administration of trusts, including dispute resolution related to such administration. His estate planning practice includes the incorporation of certain sophisticated estate planning techniques, including lifetime gifting and legacy transfers, family limited partnerships, grantor trusts, charitable trusts, the use of irrevocable life insurance trusts and other trusts.

Steve actively serves as legal counsel and advisor to numerous closely-held businesses, advising them regarding various corporate matters, including the creation and development of business succession plans.

Prior to law school, Steve practiced as a Certified Public Accountant for seven years.

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Steve Bahr, a Kansas City business attorney, advises clients on estate planning, business succession planning, inheritance and estate tax planning, and related tax return preparation.

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An Intuitive Bequest Tracking Platform that automates the management of a bequest end to end.

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Indiana University Lilly Family School of Philanthropy

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Indiana University Lilly Family School of Philanthropy

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Planned Giving: Getting the Proper Start

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Learn how to position your organization to be part of the multibillion dollar wealth transfer with Planned Giving: Getting the Proper Start, a course by The Fund Raising School at Indiana University Lilly Family School of Philanthropy…

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Del Prado Philanthropy Training and Consulting benefits from Lorraine del Prado's seasoned experience and successful leadership in fund development, legacy planning, transformational philanthropy and professional advisor collaborations. Her practice offers a unique blend of services tailored to the specific needs of clients, including nonprofit organizations, charitable individuals and wealth advisory firms. Services are customized to every client, but they share a common goal: to amplify the philanthropic practices of individuals, families, organizations and wealth advisory firms and make them more inspired, joyful, effective and impactful.

About Lorraine del Prado, CSPG, CFRE, FCEP

For more than 25 years, Lorraine has led or guided fund development programs that have expanded the philanthropic base of organizations and raised hundreds of millions of dollars in outright and legacy gifts. Prior to founding her consulting company, she served as Vice President for Seattle Children's Hospital Foundation and led their principal gift and legacy planning programs. The legacy planning program she built at Seattle Children's was considered among the strongest and most dynamic planned giving programs in Washington state and among children's hospitals in north America. It featured 1500+ legacy society members, 300+ professional advisor volunteers, more than $200 million in realized gifts and more than $400 million in expectancies. Prior to her role at Seattle Children's, she served as the President of Children's Hospital & Research Center Foundation at Oakland, a fundraiser at the University of California, Berkeley and Sr. Account Executive at New Boston Group, a fundraising consulting and direct marketing company.

Lorraine is very passionate about the role of philanthropy in engaging individuals, families and organizations in the never-ending quest of improving the world. She loves interacting with charitable individuals and guiding and facilitating their philanthropic journey in concert with their professional advisors. She enjoys mentoring non-profit professionals, volunteers and organizations on how to build their capacity to generate and inspire greater giving from their constituents. She also encourages and helps wealth advisors to incorporate more values-based and charitable planning in their practice, enable their clients to advance their philanthropic goals and share their expertise with non-profit organizations.

Lorraine earned a bachelor's degree in Humanities, cum laude, from the University of the Philippines and a master's degree in English Literature from Boston University. She also holds the designations of Certified Specialist in Planned Giving (CSPG) from the American Institute of Philanthropic Studies and Certified Fundraising Executive (CFRE) and is a Fellow in Charitable Estate Planning (FCEP).

In terms of volunteer leadership, Lorraine is President of Leave 10, Board Member of the Seattle Philanthropic Advisors Network, Chair of Washington Women's Foundation's Grant Leadership Team and Associate Dean for Planned Giving at the Association of Healthcare Philanthropy's Madison Institute. She is also a member of the Purposeful Planning Institute, the Washington Planned Giving Council and the Estate Planning Council of Seattle. In 2017 she was honored by the Washington Planned Giving Council with the Frank Minton Professional Achievement Award.

Linkedin Profile: https://www.linkedin.com/in/delpradophilanthropy

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Del Prado Philanthropy Training and Consulting benefits from Lorraine del Prado's seasoned experience and successful leadership in fund development, legacy planning, transformational philanthropy and professional advisor collaborations.

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“24th Annual Elder and Disability Law Symposium,” NJICLE, 12/08/2022

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Planned Giving: Bequests, Gift Annuities, Trusts, Donor-Advised Funds, and Other Gift Vehicles (PHIL1-CE9305) | NYU SPS Professional Pathways

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Planned Giving offers donors a variety of ways to have and make a charitable impact even without making a gift of cash. Planned gifts also offer charities a steady stream of revenue despite economic volatility.

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Over 1 million nonprofits in one place.

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Easily donate crypto to over 1 million nonprofits in a few clicks.

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Chicago Council on Planned Giving - Home

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The Chicago Council on Planned Giving is committed to providing exceptional educational programming and networking opportunities to expand knowledge of charitable giving techniques in order to strengthen our charitable community as a whole. If you're able to help by donating, we would be grateful for your support.

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This is a movement of billions. Whatever you're most comfortable contributing -- putting it into a life policy will ensure your favorite organization is around for future generations.

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This is a movement of billions. Whatever you're most comfortable contributing -- putting it into a life policy will ensure your favorite organization is around for future generations.

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https://www.sideman.com/practices/estate-planning/

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To aid clients in preserving wealth and minimizing tax exposure in matters of gifts, estates and trusts, the Estate Planning Group of Sideman & Bancroft represents individuals, spouses, domestic partners and families in developing and implementing comprehensive estate plans. As a group, we have a breadth of knowledge and experience gained through well over 100 years of law practice. Composed of partner-level attorneys at varying stages in their careers, the Estate Planning Group ensures families a consistent, trusted advocate across generations. Our attorneys offer clients options for both family wealth planning and tax planning that are tailored to their particular circumstances. We use the most current estate planning techniques to create clear and coherent estate plans, make tax-efficient gifts to family members, protect assets from creditors, pay estate taxes, and further our clients' charitable intentions. Providing thoughtful and comprehensive solutions to the complex issues associated with significant wealth is our forte.

Wealth Transfer Planning
The fundamentals of a sound estate plan-and often the first documents we draw up for our clients-include a pour-over will, revocable trust, durable power of attorney and advance health care directive. In addition to executing these essential papers, our attorneys assist clients with comprehensive estate, gift and generation-skipping transfer tax planning.

The Estate Planning Group uses the most current techniques available, including dynasty trusts, grantor retained annuity trusts, qualified personal residence trusts and sales to intentionally defective grantor trusts to transfer wealth in tax-efficient ways and to minimize burdens on heirs. The creation of family limited partnerships and limited liability companies represents additional strategies for transferring wealth at reduced cost while facilitating business succession planning for the tax-efficient transfer of a family business.

Trust and Estate Administration and Probate Litigation
Sideman & Bancroft provides comprehensive services for trust and estate administration when an individual dies. These include implementing the terms of the trust as specified in the estate plan, filing the estate tax return, and gathering and distributing estate and trust assets. We handle income taxation of estates, trusts and beneficiaries and represent clients contesting or defending wills and trusts.

Charitable Planning
The Estate Planning Group assists clients with all aspects of charitable planning, tailoring our advice to meet specific goals. We counsel on gifts to donor-advised funds and the creation of tax-exempt organizations, including private foundations, supporting organizations, private operating foundations and public charities. We assist in creating these charitable entities and obtaining and maintaining tax-exempt status. Given the complex rules and requirements surrounding tax-exempt entities, we structure our practice to prevent clients from unwittingly straying into problem areas. We use charitable-giving techniques, including charitable remainder trusts and charitable lead trusts, to help clients fulfill their philanthropic objectives.

International Planning
Because financial interests often cross national boundaries, the Estate Planning Group coordinates gift and estate planning for families with international investments, including U.S. residents with foreign investments, foreign families with U.S. interests and multinational families. We also assist foreign individuals and corporations with income tax planning for their U.S. investments and contacts-including pre-residency planning for foreign individuals-and coordinate with local counsel in other jurisdictions to create the most tax-efficient structure for cross-border investments and transactions. Additionally, we administer estates of non-U.S. residents who are subject to U.S. estate tax.

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Boutique law firm representing companies, investors, start-ups, individual clients and families. Serving clients in the United States and Europe.

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Planned Giving Design Center – We’re Listening