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| Today is February 9, 2010 |
2009 Conference, Oct. 14-17, 2009, National Harbor, MD |
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Ethics & Standards
In a field that encompasses many
disciplines, a Partnership for Philanthropic Planning membership is an important gift planning credential. Ethical
practice is a hallmark of professionalism, and Partnership members subscribe to
the highest standards of competence and collaboration.
Charitable Life Insurance Evaluation Guidelines, click
here.
Valuation Standards
for Charitable Planned Gifts, click
here.
Competence
& Professionalism: Gift Planning Compensation
Click
here
to
view, Competence &
Professionalism:Gift Planning Compensation.
This
article examines the
Partnership for Philanthropic Planning’s Model
Standards of Practice for the Charitable Gift Planner and its
practical application to the daily work of gift planners. To view The
Model Standards for the Charitable Gift Planner, click
here.
To read more about commissions and charitable gift planning, see the
following article. Also note on the right side of this page under, More
Information, a link to the Partnership's position paper on selling charitable gift
annuities on commission.
The Partnership's Response to
Media Reports of Charitable Gift Annuities as "Investment Scams"
Abuse of Gift Annuities in
the News
Recent media coverage, including
articles in USA TODAY and the LA TIMES has highlighted the
inclusion of the abuse of charitable gift annuities on a list of “investment
scams” by the North American Securities Administrators’ Association (NASAA).
Unfortunately, this media coverage has inaccurately represented the NASAA
statement. Although a few persons have abused this charitable gift
vehicle by commercializing it and misusing funds, it is this abuse of
the charitable gift annuity―not
the charitable gift annuity itself―that
is the problem.
To read the Partnership's response statement, click
here.
To read the full text of NASAA’s “Top 10 Investment Scams” press release, click
here.
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Ethics & Standards
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