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Associations

The American College of Trust and Estate Counsel
The purposes of The American College of Trust and Estate Counsel ("College") are to maintain an association of lawyers skilled and experienced in the preparation of wills and trusts; estate planning; probate procedure and administration of trusts and estates.

Family Firm Institute
International professional organization dedicated to assisting family firms by increasing the interdisciplinary skills and knowledge of family business advisors, educators, researchers and consultants.  FFI members are lawyers, therapists, financial professionals, business and management consultants, family business advisors, educators, and researchers - the entire spectrum of professionals who advise, study or work with family businesses and family offices.

Family Office Exchange
Professional association for private investors and their family offices offers consulting and executive search services, as well as access to professional advisors in the wealth management industry.

The Forum of Regional Associations of Grantmakers
Nonprofit membership associations created by private grantmakers to enhance the effectiveness of philanthropy in their cities, states, or regions.  Your local RAG can support your clients' philanthropic efforts, provide you with resources you can use to help your clients explore their philanthropic options, and connect you and your clients with others who share your philanthropic interests.

The Foundation Center
Fosters public understanding of the foundation field and has vast resources for advisors.

National Association of Estate Planners and Councils
Members include attorneys, CLUs, ChFCs, CFPs, CPAs, and Trust Officers.  The Councils are dedicated to promoting professional development and inter-professional cooperation among estate planning professionals.

National Association of Financial and Estate Planning
A private association created for the purpose of developing the best financial, estate and business planning tools available.

International Association of Advisors in Philanthropy
An association of that educates financial advisors to make philanthropic planning an integral part of their practice, and to provide charitable planners, financial services firms, family wealth counselors, and nonprofit planned giving officers a non-biased collaborative environment in which to learn more about and to advance philanthropic giving.

National Center for Family Philanthropy
Established by group of family philanthropists to support and empower families engaged in philanthropy and their effective giving.

National Center of Family Wealth Counselors
Organization for family wealth counseling in the United States that provides opportunities for ongoing education and networking in the family wealth counseling field.

National Committee on Planned Giving
Sponsors the Leave a Legacy Program nationally and is the professional association for people whose work includes developing, marketing, and administering charitable planned gifts.  For international issues on planned giving visit Canadian Association of Gift Planners or the European Association for Planned Giving.

National Network of Estate Planning Attorneys 
Cooperative alliance of nationally recognized estate planning attorneys from across the country.  They provide one another with the support and tools needed to serve their clients better while building highly successful and rewarding practices.

The Newtithing Group
Philanthropic research organization committed to increasing charitable giving, personal fulfillment, and the productivity of donations to the world's charitable sectors.

The Philanthropy Roundtable
National association of individual donors, corporate giving representatives, foundation staff and trustees, and trust and estate officers.

Legal and Estate Planning Resources

ABA's Probate & Trust Law Section

Charity Channel
Nonprofit sector professionals and other experts volunteer their time, advice, information, tips and articles.  E-newsletters, links, book review, consultant listings and more. Check out their CharityLaw Forum that addresses nonprofit issues such as formation, dissolution, conflict of interest, articles of incorporation, bylaws, minutes, etc., and such tax issues as UBIT, intermediate sanctions, acquiring and losing exempt status, IRS Form 990, etc.

FindLaw – Trusts & Estates
Searchable database of articles, case summaries, sample forms, and legal terms.

National Committee on Planned Giving
Monitors federal changes, and provides excellent articles key tax and legal issues on charitable planned gifts.

Nonprofit Issues
National newsletter of "Nonprofit Law You Need To Know."  Written for legal professionals, nonprofit executives and their advisors.

News & Media
Publications that feature stories on philanthropy, planned giving and wealth management from a donor's perspective.

The Chronicle on Philanthropy
Bi-weekly news journal, available in hard copy and online, that presents research on trends in philanthropy and fundraising as well as publishes grant deadlines for foundations all over the nation.  It provides a good "pulse" of the philanthropic community.

Foundation and Endowment Money Management
Monthly newsletter published by Institutional Investor that covers investment strategies at nonprofits, exclusive interviews with trustees and leading investment managers in the field, and news on regulatory and tax issues.

Foundation News & Commentary
Information, analysis and commentary relevant to effective grantmaking for foundation trustees and staff.

NonProfit Times
Targeted to nonprofit executives, it covers key management issues of the nonprofit sector.

The Philanthropy Roundtable
Bi-monthly magazine covering a variety of issues in the philanthropic sector.

Planned Giving Today
The self-described practical newsletter for gift planning professionals.  Published monthly, it covers the all aspects of planned giving.

Trusts & Estates Magazine
Publishes the works of the top practitioners in estate planning, trusts, insurance and other wealth-management disciplines.  Readers include estate-planning and probate lawyers, trust bankers and officers, accountants, investment and insurance advisors, financial planners and key decision-makers at non-profit institutions, foundations, government agencies and educational institutions.

Worth.com
Worth magazine covers philanthropic issues facing high-net-worth individuals and families in every issue.