Charitable Gift Planning Articles and Resources | Education and Training | Newsroom | Ethics and Standards | Government Relations | Products | Research | Web Links

• About Charitable Gift Planning - The Partnership for Philanthropic Planning exists to offer education, resources, and professional support to charitable gift planners. This page provides an overview of the kind of work done by charitable gift planners, including a look at the kind of gifts they facilitate.

  ---

• Are You Ready for Planned Giving? - A Guide to Evaluating Organizational Readiness for Nonprofit Executives and Volunteer Trustees. 

  ---

• Gift Annuity Rate Update - The most recent recommendation from the Rates Committee of the American Council on Gift Annuities.

  ---

• The Future of Charitable Gift Planning: A Report of the Partnership Strategic Directions Taskforce - This report reviews economic, philanthropic and fundraising trends and considers how the Partnership should respond in order to maintain its relevance in the philanthropic community.

  ---

• The Partnership Online Library - Searchable database of articles from The Journal of Gift Planning and proceedings of the National Conference on Planned Giving. Free access to full text PDFs for members; pay-per-view access for nonmembers. For instructions for using the Online Library, click here.

• National Conference on Planned Giving – The largest and most comprehensive conference for charitable gift planners of all levels—learn and network with the best in your field! Click here to learn more.

  ---

• The International Symposium on Cross-Border Charitable Giving – Learn how to help your donors realize their international philanthropy goals by hearing from the foremost experts in global giving. Click here for more.

  ---

• Training Opportunities Calendar - Formerly published in The Journal of Gift Planning^®, the Partnership Training Opportunities Calendar is an up-to-date listing of courses and seminars offered by experts in the gift planning field.

  ---

• The Partnership Virtual Seminars  - Learn at your desktop with the help of nationally known speakers. Click here for more information.

• Counting of Planned Gifts - The Partnership for Philanthropic Planning has published a revised edition of The Guidelines for Reporting and Counting Charitable Gifts.

  ---

• Valuation of Planned Gifts - Learn more about The Partnership's efforts at studying the valuation of planned gifts.

  ---

• Charitable Life Insurance Guidelines – A comprehensive tool to help charitable gift planners evaluate these types of gifts.

• Charitable IRA Rollover Resource Center – Resources are provided to help you understand the IRA Charitable Rollover. The Partnership will add additional resources as they become available..

  ---

• Estate Tax Repeal Resource Center – Articles and commentary representing both sides of this issue.

• CD Seminars - Build your planned giving education library with these low-cost, easy-to-share Partnership CD Seminars. Click here to order.

  ---

• The Partnership Order Form - listing Partnership publications and products available for purchase.

  ---

• National Conference on Planned Giving Products – Excellent resource for those unable to attend the National Conference on Planned Giving, or for those who want a lasting record of event for future reference. 

  ---

• NCPG Educational Video Series - Videos of the top-rated speakers from the 1999 and 1998 National Conference on Planned Giving are still available.

• Want to interview a Partnership expert for your publication? Find out how to contact our publications office and get the latest Partnership news.

• IRA Gifts Survey - Click here to take the survey, click here to see the latest results.

  ---

• Donor Survey – Order a copy of the Partnership's research report, Planned Giving in the United States 2000: A Survey of Donors.

  ---

• Gift Planner Profile - Survey of Partnership members that describes demographic characteristics of gift planners and identifies and tracks trends and developments in the profession.

• Business Pages - The Web Business Pages lists companies providing gift planning products and services. 

  ---

• Related Sites - Links to related sites of nonprofit and for-profit organizations.

  ---

• Hurricane Katrina Relief Resources - Please share this information with your colleagues in the gift planning community, and any others, as we move toward healing and recovery in the aftermath of Hurricane Katrina. More info...