Planned Giving Council of Eastern Wisconsin
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Planned Giving Council of Eastern Wisconsin
  • Home
  • About Us
    • Board
    • News
    • Annual Report
  • Membership
  • Programs
    • Programs
    • 2022 Conference
  • Resources
  • Donate!

Resources

  • CGP
  • CGP Governement Relations
  • State of Wisconsin Resources


Additional Resources

American College of Trust and Estate Counsel: www.actec.org

American Council on Gift Annuities: www.acga-web.org

Association for Healthcare Philanthropy: www.ahp.org

Association of Fundraising Professionals: www.afpnet.org

Association of Fundraising Professionals - SE WI Chapter:  www.afpsewi.org 

Association of Lutheran Development Executives: www.alde.org

CRFE International: www.cfre.org

Chronicle of Philanthropy online: www.philanthropy.com

Council for Advancement and Support of Education: www.case.org

Council on Foundations: www.cof.org

Financial Planning Association: www.fpanet.org

Financial Planning Association of Wisconsin:  https://fpawi.org/

The Greater Milwaukee Foundation:  www.greatermilwaukeefoundation.org 

Multi-State filing information for registration of Charitable Solicitation: http://multistatefiling.org/

National Catholic Development Conference:  www.ncdc.org 

National Council of Nonprofits: https://www.councilofnonprofits.org/everyday-advocacy

Non-Profit Times: www.nptimes.com

Philanthropy Journal Online: www.philanthropyjournal.org

Planned Giving Resources (charitable registration): www.pgresources.com

Society of Financal Service Professionals:  www.Societyoffsp.org  
Wisconsin Bar Association: www.wisbar.org

Wisconsin Department of Licensing (for registration of charitable solicitation in the State of Wisconsin): http://drl.wi.gov 

Federal Resources

President: www.whitehouse.gov

Senate: www.senate.gov

House of Representatives: www.house.gov

U.S. Supreme Court: www.supremecourtus.gov

IRS: www.irs.gov

IRS Forms: www.irs.gov/formspubs/index.html 

THE CARES ACT

The CARES ACT has introduced some important planned giving  parameters.

Experts Abby Magnuson & Jason Kohout of  Foley & Lardner, have put together a useful summary of the new rules. 

REVIEW SUMMARY HERE

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