Professional Advisor Website Resources
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Office of Legacy Estate Programs at Ashland University created this page for professional advisers as a means for resources. The following web sites are ones we use. If you have any questions regarding any of this information, please contact us at (419) 289-5090 or email us at pditlevs@ashland.edu. Check out our Web Calculator - See below for web link.
*** NOTE: Although we have found these web sites useful, all are run by third parties. Ashland University is not responsible for their contents and cannot guarantee the accuracy of the information which they contain.***
American Council on Gift Annuities
This web site will provide access to the oldest organization providing educational information and support to deferred charitable giving in the United States. ACGA is a sister organization of NCPG and provides the novice in estate planning matters.
http://www.acga-web.org
Gift-PL
This is an email distribution list. There is no charge for subscribing, and it is of primary benefit to those with a desire for an interactive conversation with other charitable estate planning professionals. You may wish to contact NCPG for more information.
http://www.ncpg.org/members/?section=4
Leave a Legacy
This is a nationwide initiative that is community based and encourages both the general public and financial/estate planning advisers to consider philanthropy as a part of each person's responsibility. Cooperation among charities and professionals has been the key to over 150 community-based efforts now under way in Canada and the United States.
http://www.leavealegacy.org/
North Central Ohio Chapter
National Committee on Planned Giving
NCPG is the preeminent 11,000 plus member association for gift planning professionals. This web site will provide access to many publications, educational and networking opportunities for those interested in the benefits and opportunities for estate planning with philanthropy in mind. You will find this organization provides the most sophisticated information available.
http://www.ncpg.org
North Central Ohio Planned Giving Council
The overall objective is to foster the educational process of both the professional and general community it serves concerning philanthropic estate planning in the counties of Ashland, Crawford, Holmes, Medina, Richland and Wayne. This educational process will include not only an emphasis on the charitable portion of the planning process, but the overall effective planning and transfer of wealth from one generation to another.
North Central Ohio Planned Giving Council
Philanthrotec
Those interested in the most sophisticated charitable estate planning software will find this site interesting. This organization provides excellent marketing opportunities and educational materials, especially with regard to charitable trusts.
http://www.ptec.com
Planned Giving Design Center
This web site is perhaps the best library of recent articles and information for those involved with charitable estate planning. Membership is free and by registering, you are kept informed on a daily basis via email of the latest happenings on Capitol Hill and the IRS.
http://www.pgdc.net
Renaissance, Inc.
The Social Capital Company that is currently the largest administrator of charitable trusts in the nation offers many opportunities to become better acquainted with how philanthropy can be good business for all concerned. They have extremely knowledgeable educational, service, marketing and legal representatives who can assist professionals in becoming more comfortable with how charitable vehicles used in estate planning benefits all concerned. Those in the organization are acquainted with most of the sophisticated estate planning techniques used with charitable vehicles today.
http://www.reninc.com
Web Calculator
Log onto our new Planned Giving Calculator (click on link below), and by entering basic information, you can explore gift options and see what advantages are available in planned giving. ***All presentations and calculations are for informational and educational purposes. Ashland University does not certify the accuracy of the calculations, nor is it responsible for any application that may be made as a result of presentations made from these calculations.***
http://pcalc.ptec.com/hosts/992452814