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.