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Resources and Links For Professional Advisors
This page offers resources and links for Professional Advisors. You may also wish to visit our two other links pages designed specifically for Nonprofit Organizations and for Donors. Certified Financial Planners Standards Council Certified Financial Planner Board of Standards is the professional regulatory organization that fosters professional standards in personal financial planning so that the public values, has access to and benefits from competent financial planning.
Charitable Giving Options Comparison Chart Charitable giving options review, prepared by the Community Foundation, that compares the features of a Donor-Advised Fund, Private Foundation and a Support Foundation for you and your client to review.
Bequest Language for gifts to establish, or add to, any PACF Fund. For clients who wish to establish a testamentary charitable fund, or make a testamentary gift to any PACF fund.
Financial Planning Association The Financial Planning Association fosters the value of financial planning and advances the financial planning profession.
The Gift Planning Council of New Jersey Membership organization that facilitates, coordinates, and encourages the education and training of the gift planning community and allied professionals. The Council hosts seminars, luncheons, conferences and other activities throughout the year.
Greater New Jersey Estate Planning Council the Council offers a forum within which to learn from each other and from industry leaders about planning techniques, current events, and shared experiences pertaining to the many disciplines of estate planning.
Resource information on how to talk with your clients about charitable bequests.
New Jersey State Bar Association Serves, protects, fosters and promotes the personal and professional interests of its members. Serves as the voice of New Jersey attorneys to other organizations, governmental entities and the public with regard to the law, legal profession and legal system. Provides educational opportunities to New Jersey attorneys to enhance the quality of legal services and the practice of law.
The New Jersey Society of Certified Public Accountants is a non-profit, professional business organization that provides members with a broad range of opportunities for their volunteer involvement and professional development. There are 11 chapters throughout the state and there are 39 statewide committees focusing on areas that range from accounting, taxes and legislation to sports and entertainment, human resources and community affairs.
National Committee on Planned Giving The mission of NCPG is to increase the quality and quantity of charitable planned gifts by serving as the voice and professional resource for the gift planning community.
Nonprofit Law Research Library Integrated into the website of Hurwit & Associates, a law firm based in Newton, MA., this site includes information on a variety of legal issues. Excellent layout, sitemap and Q & A features.
The Planned Giving Design Center The PGDC offers the largest body of technical content and planning resources on the topic of charitable gift planning and taxation found anywhere on the Internet to professional advisors and development professionals free of charge.
Planned Giving Resources assists charities in starting or expanding their Planned Giving Program, with help in starting and/or improving a Charitable Gift Annuity Program, including compliance with state regulations, as well as developing, accepting, processing and managing a gift annuity fund. Help and guidance is also available in the areas of Bequest Solicitation and Wills Emphasis, Donor Cultivation, Charitable Remainder Trusts, Charitable Lead Trusts, Pooled Income Funds and Endowment Funds.
Legal resource center for nonprofit organizations and attorneys.
Princeton Area Community
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