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Appendix I


There are many professional associations and listservs that provide educational programs for fund raisers, planned giving officers, estate planners, and others involved in gift planning or advice to the wealthy as well as on-line networks. Here is a summary of the ones I know about.

ABA-PTL Listserv

The Probate Division of the Real Property, Probate & Trust Law Section of the American Bar Association first opened its own Internet listserv, called "ABA-PTL" (stands for Probate & Trust Law) on July 31, 1995. This list, which now has more than 1345 subscribers, is intended primarily for the use of Section members and related professionals so they can discuss estate planning and administration issues by e-mail. This is free and you don't need to be a member of the ABA to participate.

To join, send an e-mail message to [email protected]. Do not put anything on the Subject line in the Header unless you have to (i.e., AOL users). In the message part, put the text: subscribe aba-ptl (Your Real Name)

American Association of Fund Raising Counsel
10293 N. Meridian Street, Suite 175
Indianapolis, IN 46290
[email protected]

AAFRC was founded in 1935 to promote the need for professional and ethical standards of practice, and to influence the creation of laws governing philanthropy. It publishes Giving USA, an annual publication reporting philanthropic trends (See Appendix III). Fund raising consultants who are members subscribe to a professional code of ethics. Standards of membership in AAFRC are rigorous and include the completion of a letter of intent and a subsequent formal application including sponsorship by two Member Firms of the AAFRC. There is a lengthy member directory of fund raising consultants on their web site as well as a section with advice on how to choose fund raising counsel. You can download for free the 88-page Member Directory which has text summaries of the services of every Member Firm.

American Association of Grant Professionals
8541 Waverly Avenue
Kansas City, KS 66109
913-788-3398 (Fax)
[email protected]

AAGP is a nonprofit membership association that builds and supports an international community of grant professionals committed to serving the greater public good by practicing the highest ethical and professional standards. AAGP serves as a leading authority and resource for the practice of grantsmanship in all sectors of the field, advances the field by promoting professional growth and development, enhances the public image and recognition of the profession within the greater philanthropic, public, and private funding communities, and promotes positive relationships between grant professionals and their stakeholders. Membership $75 annually.

Founded in 1997, AAGP holds an annual conference. Membership benefits include an on-line listserv (AAGP Forum), member directory, Consultants Directory, e-mail newsletter, and biannual Journal.

American Council on Gift Annuities
233 McCrea Street, Suite 400
Indianapolis, IN 46225
317-269-6276 (Fax)
[email protected]

ACGA is a qualified nonprofit organization formed in 1927 as the Committee on Gift Annuities for the purpose of providing educational and other services to American charities regarding gift annuities and other forms of planned gifts. The annual cost for sponsoring charities is $75 which also gets you a discounted registration for their conferences.

One of the primary activities of the Council is the publication of suggested charitable gift annuity rates for use by charities and their donors. The Council retains the services of an actuarial firm to advise and consult on matters pertaining to life expectancies and related matters. The Council has a long and distinguished record in this area (since 1927), and its suggested rates have long been recognized, not only by charities and donors, but also by state insurance departments and the I.R.S. as being actuarially sound and in the best interests of all parties involved.

The Council's volunteer board of directors is comprised of professionals active in the field of planned giving with some of America's most well-respected charities. These individuals give unselfishly of their time and energy to assist others in their gift annuity programs. The annual fee is $75 to receive updates on CGA regulations, tax changes and a discounted registration for their biannual conference.

(Note: The ACGA web site has the complete list of state regulations.)

Association of Fundraising Professionals
1101 King Street, #700
Alexandria, VA 22314
[email protected]

Founded in 1960 as the National Society of Fund Raising Executives (NSFRE), AFP represents 26,000 members in 174 chapters in the United States, Canada, Mexico, and China working to advance philanthropy through advocacy, research, education, and certification programs. Active member $200 plus Chapter dues. Introductory member $75 plus Chapter dues.

Association for Healthcare Philanthropy
313 Park Avenue, Suite 400
Falls Church, VA 22046
703-532-7170 (Fax)
[email protected]

AHP is an international professional organization dedicated exclusively to developing the men and women who encourage charity in North America's health care systems. Established in 1967, AHP is the complete source for education, networking, information and research opportunities in health care philanthropy today. AHP is a not-for-profit organization with more than 3,400 members (more than 1,900 are from the largest health care facilities in the United States and Canada). Its international headquarters is located outside Washington, D.C. in Falls Church, Va.

Regional districts include Canada, Mid-Atlantic, Midwest, New England, Pacific, Rockies & Southwest, and Southeast. Regional and annual conferences, audioconferences, online courses, Annual International Madison Institute for Healthcare Philanthropy (5-day intensive curriculum). There is also an AHP Long-term Care Network. Nonprofit membership for individuals $395. For profit membership $675. Other rate schedules also apply.

Association of Professional Researchers
  for Advancement
40 Shuman Blvd., Suite 325
Naperville, IL 60563
630-717-8354 (Fax)
[email protected]

APRA represents over 2,100 development professionals around the world who are dedicated to meeting the data and information needs of the nonprofit community. Advancement researchers are the development officers on the front line of data management, uniquely positioned -- and qualified -- to gather, interpret, analyze, and disseminate the information critical to securing support for nonprofit organizations. APRA offers a wide variety of opportunities and services intended to enable our members to more effectively meet the needs of their institutions while maintaining the highest ethical standards.

There is a network of regional chapters, regional conferences, newsletters, publications, professional development grants, and conference tape lending libraries. Each APRA chapter has an executive committee that determines dues, recruits members, organizes chapter activities, and communicates with APRA International about chapter events and membership. Individual or institutional membership $150.

Canadian Association of Gift Planners
10665 - 109 Street
Edmonton, AB T5H 3Bf
780-438-4837 (Fax)
[email protected]

The purpose of CAGP is to support Philanthropy by fostering the development and growth of gift planning. The Association creates awareness, provides education and is an advocate of charitable giving. CAGP brings together professionals from various disciplines to ensure that the gift planning process achieves a fair and proper balance between the interests of donors and the aims and objectives of registered charitable organizations in Canada in accordance with the Association's Standards of Professional and Ethical Practice. All CAGP members are also members of a local or regional RoundTable of their choice.

Membership benefits include networking opportunities, membership to a local or regional RoundTable, mentoring, education, seminars and workshops with local RoundTables, periodic communications including the CAGP/ACPDP Planner Newsletter, updates on legislation, advocacy and lobbying with the Federal government on tax implications, reduced rate for annual conference and educational activities, priority registration for educational activities, educational credits from annual conference credited to other professional designations, CFRE certification exam at annual conference, national annual awards program, members-only section of web site for resources, articles, research, current and past copies of the Planner, and membership directory. Also job postings. All information in English or French. Membership $240 (includes GST). Student membership $80 (includes GST).

CharityChannel, LLC
30021 Tomas Street, Suite 300
Rancho Santa Margarita, CA 92688
[email protected]

CharityChannel was established in February, 1992 as an online discussion community of nonprofit-sector professionals. It quickly grew into the largest nonprofit-sector on-line community in the world, serving more than 100,000 professionals as of March, 2002. Go to the home page and click on the "Tour." Subscriber fee $18 for 6 months. $24 for 1 year.

(Note: This is a monster charitable community involving articles, newsletters, more than 30 listservs for any nonprofit, charitable giving, fund raising, or tax law topic you can think of. There are articles, links to helpful resources, book reviews, job postings, consultants directory, audio and video interviews and so much more that you'll have to check it out for yourself.)

Council for Advancement and Support of
1307 New York Avenue, NW, Suite 1000
Washington, DC 20005

CASE Europe
Entrance A
Travistock House North
202-387-4973 (Fax)
[email protected]

+44 (0)20 7387 4404
+44 (0)20 7387 4408 (Fax)

CASE is a membership organization serving educational institutions. The Council advances and supports educational institutions by enhancing the effectiveness of the alumni relations, communications, and fund-raising professionals who serve them. It runs many conferences annually on all areas of fund raising or institutional advancement. There is a large list of publications on their web site for any topic you could possibly need.

Council on Foundations
1828 L Street, NW
Washington, DC 20036
202-785-3926 (Fax)
[email protected]

Council on Foundations is a membership organization of foundations and corporate giving programs that make grants. Our mission is to serve the public good by promoting and enhancing responsible and effective philanthropy. Council members adhere to the Principles and Practices for Effective Grant Making. Council membership also provides a variety of networking and professional opportunities to keep your foundation staff in the know. Offers conferences, publications, newsletters, and numerous services for foundations and corporate giving programs. Membership minimum $400 and a sliding scale based on the size of the foundation and dollar level of grants made annually.

The Council sponsors ten listservs for community foundation members, affiliates and supporting organizations including development staff, community foundation affiliates, communications and marketing professionals, CEOs, CFOs, program and grant making staff, among others.

(Note: Their web site has a massive amount of helpful information for grant makers. The web site also lists 24 other associations both locally and internationally. Click on the "Networking" link.)

European Association for Planned Giving
c/o Brakeley, LTD
162-170 Wardour Street
London W1V 4AB
44-0-1622-850771 (Fax)
[email protected]

EAPG aims to be the premier source of information on planned giving in Europe, play a leading role in promoting planned giving and in advocating supporting fiscal policies, be a dynamic network for sharing information and experience on planned giving in Europe.

EAPG brings together non-profits, professional advisers, financial intermediaries and other consultants through its series of interactive roundtables, seminars, publications and other media, promotes education and awareness about major gift fundraising, tax efficient giving and cross-border tax and legal issues affecting charitable gift planning. The Association explores planned giving techniques and solutions that can be used in a European context

EAPG is linked to the North American planned giving community through its affiliation (the International Gift Planning Alliance) with the (US) National Committee on Planned Giving and the Canadian Association of Gift Planners.

EAPG Membership benefits you and your organization by giving you access to its roundtable programs and publications, according discounts at seminars and allowing access to its members-only secure area archive of reference materials as developed by EAPG members.

Membership quoted in Sterling, Euros, and US dollars. $750 sustaining member, $300 for-profit organizations, $165 not-for-profit organizations.

Financial Planning AssociationTM
5775 Glenridge Drive, NE, Suite B-300
Atlanta, GA 30328

Other offices: Denver, CO., and Washington, DC
404-845-3660 (Fax)
[email protected]

FPA is the membership organization for the financial planning community. FPA's strategy to accomplish its objectives involves welcoming all those who advance the financial planning process and promoting the CFP marks as the cornerstone of the financial planning profession.

FPA was created on the basic foundation that the CFP marks best represent the promise and the future of the financial planning profession. CFP® certification offers the public a consistent and credible symbol of professional competence in financial planning. And FPA benefits the public by helping to ensure that financial planning is delivered through competent, ethical financial planners. There are different membership benefits for individual CFPs, broker/dealers, or corporations. Provides conferences, training, audio conferences, Journal of Financial Planning (monthly), Solutions (bimonthly practice publication), on-line communities, membership directory, and other services for the financial planning profession.

Forum of Regional Associations of Grantmakers
Suite 650
1111 19th Street, NW
Washington, DC 20036
202-467-0055 (Fax)
[email protected]

The Forum of Regional Associations of Grantmakers is a learning community and network composed of and supporting geographically focused associations of grantmakers. The Forum helps leverage our collective knowledge and resources to serve the public good and enhance, expand, and explain philanthropy in our regions.

We provide member services that enhance the capacity and effectiveness of regional grantmaker associations through professional development and training for regional associations of grantmaker staff and volunteer leadership; collection, management, and dissemination of knowledge useful to grantmaker associations and their members; and development and management of communications and technology links that support sharing of knowledge and collective action.

The Forum of Regional Associations of Grantmakers is a national network of local leaders and organizations across the United States that support effective charitable giving. The Forum's network focuses on the philanthropy of the city, state, and multi-state areas of the U.S. and encompasses 29 regional associations of grant makers. These regional associations collectively represent more than 5,000 grant makers and others interested in philanthropy.

Through our national office in Washington, DC and through our network of member associations and other regional coalitions that cover all 50 states, the Forum works to expand philanthropy, enhance philanthropy and explain philanthropy.

The Grantsmanship Center
P.O. Box 17220
Los Angeles, CA 90017
213-482-9863 (Fax)
[email protected]

Founded in 1972, TGCI offers grantsmanship training and low-cost publications to nonprofit organizations and government agencies. TGCI conducts some 200 workshops annually in grantsmanship and proposal writing. The workshops are held all over the country. They also publish The Grantsmanship Center Magazine (free to staff of nonprofit organizations and government agencies), the best of federal funded grant proposals on CD-ROM, and also a proposal writing guide. Membership benefits include one proposal review annually, discounts on TGCI publications and CDs, searchable database of federal grant opportunities, network of links to state funding sources for all 50 states, searchable database of staffed foundations and corporate giving programs, and downloadable updates for the TGCI training manual. $250 renewing members. $375 TGCI alumni becoming first-time members.

Institute for Private Investors
74 Trinity Place
New York, NY 10006
212-693-2797 (Fax)
[email protected]

Founded in 1991, the Institute for Private Investors has provided innovative educational and networking resources to families with substantial assets and their advisors. Our primary goal is to change the way investors work with advisors and advisors work with investors, for the benefit of both. The Institute sells no investment products or consulting services, and the non-commercialism is a carefully guarded tradition. Membership dues are the sole revenue source of the Institute. Also runs a listserv for members. Membership in two categories (private investor and advisor). Membership requires a rigorous review process and recommendation by a current member.

National Association of Independent Schools
1620 L Street, NW, Suite 1100
Washington, DC 20036
202-973-9790 (Fax)
[email protected]

This is a membership organization of about 1,200 day schools, boarding schools, and combination boarding and day schools. They provide support in all areas of operations and fund raising. Membership costs depend on the number of students. NAIS runs many conferences or workshops annually and has a massive web site with resources, free articles, and links for every conceivable need of an independent school.

National Association of Philanthropic Planners
Attn: Amanda Simmons-Myers
754 111th Avenue North
Naples, FL 34108
888-471-8475 (Fax)
[email protected]

This is a nonprofit group of 150 to 200 independent financial professionals who advance donor advocacy by bringing the heart of philanthropy to the business of philanthropy. Through annual educational conferences and our unique Conference PhilanthropySM, we build America's philanthropic capacity and unite financial advisors, charitable planners, financial services firms, family wealth counselors, and nonprofit planned giving officers and executives in a non-biased, collaborative environment. Membership $250.

National Association of Family Wealth Counselors
P.O. Box 298
Morgantown, IN 46160
812-597-4251 (Fax)
[email protected]

NAFWC is a non-profit member-run association that provides its member firms with opportunities for ongoing education and networking in the Family Wealth Counseling field. Family Wealth Counseling addresses the financial, social, spiritual and emotional aspects of a family's life and wealth within a broader context of life planning instead of the more traditional and less effective context of estate planning.

Membership benefits include an annual fall conference, monthly educational teleconferences (many with CFP CE credit), use of a teleconference line for business and personal use, networking, access to other members and their resources, synergistic alliances with two sister organizations (National Network of Estate Planning Attorneys/Esperti Peterson Institute and National Association of Philanthropic Planners), a monthly e-mail to keep you abreast of Association activities, a members-only web site, and "Thinking Beyond" quarterly newsletter which you can customize and mail to clients and advisors. Membership is selective and requires sponsorship by two current members. An initiation fee of $500 will be assessed with annual dues to follow January 1.

National Center for Family Philanthropy
1818 N Street, NW, Suite 300
Washington, DC 20036
202-293-3395 (Fax)
[email protected]

The National Center for Family Philanthropy was founded to encourage families and individuals to create and sustain their philanthropic missions. The National Center, a nonprofit, 501(c)(3) organization, was established in 1997 by a group of family philanthropists. It is the only national resource center that focuses solely on matters of importance to families engaged in philanthropy and their effective giving.

The National Center maintains referrals to a nationwide network of resources and philanthropic service organizations and can bring families together with advisors and experts across the full range of donor interests; regional associations of grant makers—membership groups that operate in specific areas of the country; affinity groups—organizations that explore common grant maker interests; other philanthropic organizations that support family donors; and media, policymakers and other avenues of access and information. Also, the Center runs workshops and seminars for philanthropists, advisors to the wealthy, trust officers, and other groups.

Also, provides research, books on philanthropy, workbooks for trustees, staff and advisors to family foundations, and a newsletter, Passages, (bimonthly) that explores key topics in family giving research and practices.

(Note: There is a wealth of helpful information and resources for philanthropists and for families who want to set up their philanthropic goals and structure.)

National Committee on Planned Giving
233 McCrea Street, Suite 400
Indianapolis, IN 46225
[email protected]

NCPG is the national organization for people whose work involves charitable gift planning. Our network includes more than 100 local planned giving councils working close to home to provide education and professional community. Currently, NCPG has about 8,000 members nation wide. Membership includes a quarterly publication, The Journal of Gift Planning, Gift Planner Update (e-newsletter), Workbook for Gift Planners, annual National Conference on Planned Giving (discounted registration for NCPG members), web-based Virtual Seminars (discounted registration for NCPG members), and palsTM, online search service for gift planning jobs. Also, online Directory of Council members, Gift-pl, (an on-line listserv), articles, Gift Planner Profile (survey data on salaries and demographics of the profession), and Research Links (studies related to gift planning conducted by NCPG and other related groups.

Educational videos, LEAVE A LEGACY®, European Association of Gift Planning, and Online Speakers Bureau. $90 if you are a member of a local affiliated planned giving council. $130 for all others.

National Network of Estate Planning Attorneys
One Valmont Plaza, 4th Floor
Omaha, NE 68154
888-337-4090, ext. 3868
402-964-3700, ext. 3868
866-549-6827 (Fax)
[email protected]

A membership organization of about 600 attorneys nationwide who spend most of their time in estate and business planning. Our vision is to become the leading single-source provider of education and information services, products, and practical tools which empower Estate Planning professionals to provide superior client service while building prosperous and satisfying professional careers. The members are available to clients through a searchable database.

Attorneys pay an initial fee, and a monthly fee to receive educational courses, practice development and practice management tools, document creation systems, etc.

New England Development Research Association
389 Main Street, Suite 202
Malden, MA 02148
781-397-8887 (Fax)
[email protected]

NEDRA is a non-profit association for professionals with an interest in development research. Our membership includes experienced information professionals, novice researchers, fundraisers, and managers of fundraising research departments. NEDRA promotes the professional status of researchers in the development community and provides educational, training, mentoring and networking opportunities to its members. Membership $65.

Philanthropic Advisors Network
c/o Council on Foundations
1828 L Street, NW
Washington, DC 20036
202-785-3926 (Fax)
[email protected]

PAN is a network of legal and financial advisors and provides opportunities to discuss charitable issues, assist your clients and learn from one another. PAN focuses on the complex areas of foundation and giving program creation and growth, tax issues and governance. Members are professionals who advise foundations and donors interested in creating foundations, giving programs or special funds from their wealth. PAN members include accountants, attorneys, bank trust officers, financial advisors and investment managers. Membership $150. Firm rate $400.

The Philanthropy Roundtable
1150 17th Street, NW, Suite 503
Washington, DC 20036
202-822-8325 (Fax)
[email protected]

Founded in the late 1970s as an informal network of grantmakers, The Philanthropy Roundtable today is a national association of more than 600 individual donors, corporate giving representatives, foundation staff and trustees, and trust and estate officers. Its Associates include donors who are involved in philanthropy on a professional basis, as well as individual donors for whom giving is a serious avocation. As an organization dedicated to serving donors' needs, the Roundtable represents a unique resource for those who want to make the most of their giving. Provides regional and national conferences, publications, and Philanthropy magazine.

Planned Giving listserv on Yahoo

Founded January 4, 2002, this is an open forum of 770 planned giving professionals. No fee and no membership of any kind required. To join, send a blank message to: [email protected].

Society For Nonprofit Organizations
5820 Canton Center Road, Suite 165
Canton, MI 48187
734-451-5935 (Fax)
[email protected]

The Society For Nonprofit Organizations was founded in 1983 as a 501(c)(3) national membership organization, and it serves as the premiere provider of products and services for all those involved in the nonprofit sector. The Society encourages networking, alliances, collaborations, and sharing among nonprofit organizations and their leaders. It promotes excellence in leadership, management, and governance practices. It conducts research to identify emerging trends, issues, and opportunities for nonprofit organizations. And, of course, it facilitates and provides wide-ranging education, training, and support services through its Learning Institute. Nonprofit World (bimonthly magazine), Nonprofit World Funding Alert (monthly) electronic newsletter. Electronic membership $29. Individual membership $59. Organization membership $99.

Women in Development of Greater Boston
93 Concord Avenue, Suite 8
Belmont, MA 02478
617-489-7799 (Fax)
[email protected]

WID of Greater Boston offers a variety of programs, services and opportunities for volunteer involvement. Members help one another develop and improve professional skills, share information about employment opportunities, and foster a climate which promotes professional achievement. Since its founding in 1980 by a small group of development professionals, WID has matured into a vital organization of over 850 members. Today it is one of the largest organizations of advancement professionals in Massachusetts. Nonprofit organization member $110. Affiliate member $175.

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