Resources
Download Presentations from Planned Giving Day
Planned Giving is a Team Sport 2019
Ready for Endowment Fundraising Initiative
The Role of Development Professionals & Philanthropic Advisers
Engaging the Next Generation of Philanthropy
Wise Ethics Navigating Dilemmas
Professional Associations
National Association of Charitable Gift Planners
The Washington Planned Giving Council is an affiliate of CGP, which is a professional association for people whose work includes developing, marketing, and administering charitable planned gifts.
American Council on Gift Annuities
ACGA is a qualified nonprofit organization formed in 1927 as the Committee on Gift Annuities for the purpose of providing educational and other services to American charities regarding gift annuities and other forms of planned gifts.
Estate Planning Council of Seattle
The Council is composed of local attorneys, CPAs, trust officers, insurance professionals, financial planners and members of the planned giving community who help individuals achieve their estate planning goals. Site includes information about estate tax planning strategies, wills, trusts, business succession as well as up-to-date news items and articles.
Washington State Bar Association
The Washington State Bar Association’s mission is to serve the public and the members of the
Bar, ensure the integrity of the legal profession, and to champion justice.
National Association of Tax Professionals
The largest tax association serving Tax Preparers, Enrolled Agents, Certified Public Accountants, Certified Financial Planners, Accountants, and Attorneys.
Association for Finance Professionals
The Association for Financial Professionals is the global resource and advocate for the finance profession.
AFP Advancement Northwest
AFP Advancement Northwest is your local, Washington state connection to the Association of Fundraising Professionals (AFP), the largest organization of professional fundraisers in the world.
General Resources
LEAVE A LEGACY®
LEAVE A LEGACY is a public awareness campaign designed to inspire people to make a charitable bequest. LEAVE A LEGACY campaign activities are conducted locally by volunteers who are committed to promoting the importance of charitable bequests.
Leave10
Leave10 aims to build better communities and transform as many people as possible into philanthropists by educating, inspiring, and encouraging individuals to aspire to leave at least 10% of their estate to charity.
CGP Model Standards for Gift Planners
Standards regarding the solicitation, planning and administration of charitable gifts.
Planned Giving Today
Practical newsletter for gift-planning professionals.