The following is a listing of some of the outstanding resources available to the philanthropic planning community. Listing does not imply endorsement by the CCCF.
If you have suggestions or additions, please let us know.
Associations
Chester County Estate Planning Council: Chester County networking and continuing education for estate planning attorneys, accountants, insurance agents, stockbrokers, trust officers, and nonprofit planned giving specialists, and allied professions
National Association of Estate Planners & Councils: Continuing education and best practices for estate planners and estate planning councils
Partnership for Philanthropic Planning Education, research and advocacy for professionals who have a role in designing and implementing donors’ philanthropic plans
Planned Giving Council of Greater Philadelphia: The Planned Giving Council of Greater Philadelphia is our region’s leading professional association for individuals involved in charitable gift planning. Members represent a broad spectrum of educational institutions, as well as charitable organizations that engage in health and human services, arts, culture and the environment. The Planned Giving Council gives you access to the most experienced and creative minds in gift planning
Publications
Education
The American College of Financial Services
The Nonprofit Center at LaSalle University
UPenn – Certificate in Nonprofit Management
Villanova University – Fundamentals of Fundraising
Ethics
NCPG Model Standards of Practice for the Charitable Gift Planner
AFP Code of Ethical Principles and Standards
Doing Well By Doing Right: A Fundraiser’s Guide to Ethical Decision-Making
Marketing Planned Gifts