In
an effort to encourage charitable gift planning worldwide, the U.S-based
National Committee on Planned Giving, the
European Association for Planned Giving, and
the
Canadian Association for Gift Planners* Association
canadienne des professionnels en dons planifies have united to create the
International Gift Planning Alliance.
The
purpose of the IGPA is to create an effective and pro-active link between
charitable gift planners worldwide and increase collaboration on
international charitable giving issues. The IGPA advances the mission of
each gift planning association through shared knowledge, efficiencies,
services and strength.
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EAPG Launches New Cross-Border Directory (11/15/07)
The
European Association for Planned Giving (EAPG) has just launched a
new Cross-Border Directory of Professional Advisors for International
Philanthropy and Charitable Giving. The directory is a free resource
available to all. Visitors are welcome to suggest additional web
resources or professional advisors―provided
they are actively involved in supporting international philanthropy or
advancing charitable giving―to
be listed within the directory. For more information, visit
www.crossborderdirectory.org.
Principles of Accountability for International Philanthropy (6/11/07)
The Washington-D.C.-based
Council on Foundations and the Brussels-based European Foundation Center
have jointly produced the Principles of Accountability for International
Philanthropy: An Aspirational Tool for International Donors. The report
is aimed at accomplishing accountability and effectiveness in
cross-border philanthropy through the creation of a set of voluntary
guidelines and best practices for organizations and individuals involved
in cross-border grantmaking. The report includes Seven Principles of
Accountability for International Philanthropy: integrity, understanding,
respect, responsiveness, fairness, cooperation and collaboration, and
effectiveness. To read the entire report, click
here.
New Giving
Alliance Gives U.S. Philanthropy a Global Network; Give2Asia, King
Baudouin Foundation United States, and The Resource Foundation Help
Donors Fund Local Charities Overseas (5/23/07)
Three leaders in international grantmaking on May 23
announced the Alliance for International Giving, created to benefit U.S.
donors with philanthropic interests across the globe. The Resource
Foundation, King Baudouin Foundation United States, and Give2Asia will
coordinate program and marketing activities to give donors access to a
combined philanthropic network that spans Asia, Europe, Africa, Central
and South America, and the Caribbean. Click
here for the press release.
Sign Up Now for the 2007 International Symposium on Cross-Border
Charitable Giving (1/8/07)
Registration is now underway for the second
International Symposium on Cross-border Charitable
Giving, to be held June 25 - 26, 2007, at the Westin
Arlington Gateway in Arlington, Virginia (metro
Washington DC). For more information, click
here. To register, click
here.
Canadian Revenue Agency
Warns Taxpayers About the Downfalls of Tax Shelters (12/7/06)
As in years past, the Canadian Revenue Agency (CRA) has released another
Taxpayer Alert regarding the inherent risk with Tax Shelters. The CRA’s
warning includes gifting trust arrangements, leveraged cash donations,
and buy-low, donate-high arrangements. CRA spokesperson Jaqueline
Couture says, “If it looks too good to be true, it might just be.” The
CRA wants investors to know that the Agency reviews all tax shelters and
will challenge “any arrangement that does not comply with the Income Tax
Act.” Click
here for more information.
International
Giving Jumps; Foundations' Overseas Giving Reaches $3.8 Billion, Study
Says (11/15/06)
Driven by mega-gifts from large funders and response to natural
disasters abroad, international giving by foundations set a record last
year, a new study says.
Giving by U.S. foundations to overseas charities reached $3.8 billion
last year, up almost 12 percent since 2002 after adjusting for
inflation, says the "International Grantmaking Update," released by the
Foundation Center and the Council on Foundations. Click
here
(pdf) to read
entire press release.
Muttart
Foundation Releases “Talking About Charities 2006” (11/15/06)
On October 19, 2006, the Muttart Foundation released the results of a
new survey – “Talking About Charities 2006”. The survey, provided by
Ipsos Reid, questioned respondents on their feelings towards and
perceptions of Canadian charities. This 88-page report looks at how
these views have changed since the Foundation’s 2000 and 2004 studies.
Click
here (pdf) to read entire press release.
European Updates
(10/16/06)
Implications of the Anti-Terrorist Financing Rules for U.S. Charities:
Compliance with Executive Order 13224
The September 11, 2001
terrorist attacks on the United States resulted in new laws under which
U.S. grant making nonprofits risk criminal prosecution, civil penalties
and the freezing of their assets if they are found to have made grants
to foreign or domestic individuals or organizations that engage in or
support terrorism. In this article, Los Angeles attorney and NCPG board
member, Jane Peebles describes these measures and provides resources for
complying with the law. To read the article, click
here.
Institute of Fundraising and European Association for Gift Planning Join
Forces
The Institute of Fundraising ('Institute') and the European Association
for Planned Giving ('EAPG') came together March 30 to announce a
strategic partnership at the Institute's Major Gift Fundraising
Conference at the Royal Overseas League in London. The partnership will
see both organizations utilising their respective networks and
stakeholder support to develop planned giving and major philanthropy
across the UK and into Europe. Click
here for more.
Inaugural International Symposium A Success
Collaborative International Gift Planning Event Infuses New Interest
into Burgeoning Field, click
here for more
information.
King Baudouin Foundation Launches Cross-Border Giving Tool
The King Baudouin
Foundation, a leading European foundation based in Brussels,
Belgium, has announced the launch of the
www.givingineurope.org web site. KBF, which has shown its
dedication to nurturing cross-border planned gifts by joining the list of
sponsors for the
International
Symposium on Cross-border Charitable Giving this spring, has
launched this web-based tool for use in international gift planning
practice.
The Giving in Europe
web site is designed to help charitable gift donors,
intermediaries, and beneficiaries understand the complexities behind
cross-border gifts, in an effort to increase philanthropy in the European
Union's 15 member nations.
Parties interested in making or facilitating a cross-border planned gift in
Europe may select from three fields that indicate current nation of
residence, nation where assets are held, and the nation to which the assets
will be going as part of the gift. The site produces a comprehensive page of
tax regulations, estate management practices, and other nation-specific
legalities to consider when making the gift.
The organizers are currently looking at options for expanding the database
to include information for U.S. donors who wish to contribute to European
nonprofits.
International Gift Planning Alliance Formed
In an effort to encourage charitable gift planning worldwide, the U.S.-based
National Committee on Planned Giving (NCPG), The European Association for
Planned Giving (EAPG) and The Canadian Association of Gift Planners*Association
canadienne des professionnels en dons planifiés (CAGP*ACPDP™)
have united to create the International Gift Planning Alliance.
The International Gift Planning Alliance will advance the mission of each
gift planning association through shared knowledge, efficiencies, services
and strength. The purpose of the Alliance is to create an effective and
pro-active link between charitable gift planners worldwide and increase
collaboration on international charitable giving issues.
The Partnership for Philanthropic Planning, headquartered in Indianapolis,
Ind., will administer the International Gift Planning Alliance.
"We are excited about the Alliance because, by working together, we can help
to increase charitable giving around the world by better educating and
informing donors and fundraisers about how to include philanthropy in their
financial plans," Tanya Howe Johnson, CEO of The Partnership, said.
About the Partnership: The Partnership
for Philanthropic Planning is the leading
association for gift planning professionals in the United States. The
Partnership has
112 affiliated planned
nationwide whose work includes developing, marketing and administering
charitable planned gifts.
About EAPG: The European Association for Planned Giving is a
London-based
membership organization developing European chapters that bring together
fundraisers, consultants and professional advisors to create a cross-border
network of professionals whose efforts are aimed at increasing the
effectiveness and efficiency of cross-border charitable giving.
About CAGP: The Canadian Association of Gift Planners * Association
canadienne des professionnels en dons planifiés supports philanthropy by
fostering the development and growth of gift planning throughout Canada.
Formed 10 years ago with 11 founding members, CAGP*ACPDP™ has grown to
1,200 members representing charities and professional advisors across
Canada.
For more details contact:
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The Partnership for Philanthropic Planning |
Tanya Howe Johnson, CAE
President and
CEO
The Partnership for Philanthropic Planning
233 McCrea Street Suite 400
Indianapolis, IN 46225 USA
E-mail:
pppnet@pppnet.org
Web:
www.pppnet.org
Tel: +1 317 269 6274
Fax: +1 317 269 6276
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European Association for Planned Giving
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James K. Myers, Chief Executive
(or Sue Summers)
European Association for Planned Giving
2 Swadelands Close - GB Lenham ME17 2AF
E-mail:
info@plannedgiving.org.uk
www.plannedgiving.org.uk
Registered Charity No 1089157
Tel: +44 (0)1622 859356
Fax: +44 (0)1622 850771 |
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Canadian Association
of Gift Planners |
Diane
MacDonald
Executive Director
Tel: 613-232-7991
Fax: 613-232-7286
325 Dalhousie Street, Suite 201
Ottawa, Ontario
K1N 7G2 |
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