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Calculator helps analyze whether to lease or buy a care.
AARP's Social Security's online retirement estimator provides an accurate estimate of future benefit payments.
This tool helps the consumer to determine insurance needs.
Calculators for auto, bonds, budgets, college savings, credit cards, employee benefits, home, disability, health and life insurance, life expectancy, mutual funds, paychecks, retire health, retirement, Roth IRA, savings, Social Security, stock, and taxes.
NCPG reports on its Strategic Directions Taskforce regarding the future of gift planning.
The American Institute for Cancer Research details the "first" gift annuity, and discusses minimizing income and transfer taxes using a gift annuity.
A searchable database that contains the biographies of the members of Congress.
Links to House Leadership, a list of Democratic and Republic House members, House caucus members, and House Committees and their separate websites.
This site includes the House Ethics Manual, highlights of the House Ethic Rules, Code of Official Conduct, Committee Rules, reports on alleged violations, forms for required filings, and financial disclosure forms.
Links to CRS reports on the House, the origin of legislative issues, House committees, the Senate, relations with the Senate, relations with the President, House Floor Proceedings, Special Rules and the Rules Committee, and the Budget Process.
Information concerning the members of the U.S. House of Representatives, leadership, committees, legislative activities, art and history, public disclosure, election information, and current vacancies.
A guide to the rules, precedents, and procedures of the House (2003). See also, for historical practices: Deschler's Precedents http://www.gpoaccess.gov/precedents/deschler/browse.html, Hinds' Precedents http://www.gpoaccess.gov/precedents/hinds/browse.html, and Cannon's Precedents http://www.gpoaccess.gov/precedents/cannon/browse.html.
The U.S Government Printing Office ("GPO") provides publishing and dissemination services for the official and authentic government publications to Congress, Federal agencies, Federal depository libraries, and the American public.
General information regarding the Senate, voting, committees, legislative process, and art and history.
Detailed information on all current U.S. senators, including leadership, committees, legislation and records, and art and history.
The Center conducts research and analysis to help shape public debates over proposed budget and tax policies and to help ensure that policymakers consider the needs of low-income families and individuals in these debates.
The Committee on Ways and Means is the oldest committee of the United States Congress, and is the chief tax-writing committee in the House of Representatives.
Questions on the U. S. Congress, encompassing issues affecting both Houses.
A brief guide on how to analyze the voting record of a member of Congress.
A guide on how to communicate with your Congressman.
Information on acts and bills passed in the House, voting, and the status of current legislation.
The First Continental Congress met from September 5 to October 26, 1774, and the Second Continental Congress ran from May 10, 1775, to March 2, 1789. The Journals of the Continental Congress are the records of the daily proceedings of the Congress as kept by the office of its secretary, Charles Thomson.
Publications and papers regarding tax acts, bills, budgets, tax expenditures, methodologies for estimating tax revenue gain or loss, and expiring tax provisions.
The premier government site for information on the House of Representatives and Senate, from the Library of Congress.
Committee members, subcommittees, rules of procedure, jurisdiction, pending legislation, and news releases.
A summary of the issues raised by the one-year suspension of the federal estate and generation-skipping transfer taxes as provided in the Economic Growth and Tax Relief Reconciliation Act of 2001, Pub. L. 107-16 ("EGTRRA").
For the last thirteen years, and with the permission of the University of Miami School of Law Center for Continuing Legal Education, Joe Hodges and the ABA Section of Real Property, Trust and Estate Law summarized the highlights of the proceedings of the 44th Annual Philip E. Heckerling Institute on Estate Planning that was held January 25-29, 2010 at the Orlando World Center Marriott Resort and Convention Center in Orlando, Florida, a new venue for the Institute starting in 2007. See also http://www.law.miami.edu/heckerling.
The premier study of issues driving charitable activities among affluent households. See also http://mediaroom.bankofamerica.com/phoenix.zhtml?c=234503&p=mediaMention&id=394026 for a summary, http://mediaroom.bankofamerica.com/phoenix.zhtml?c=234503&p=irol-newsArticle_print&ID=1493910&highlight= for a press release, and http://phx.corporate-ir.net/External.File?item=UGFyZW50SUQ9NDAzMzE0fENoaWxkSUQ9NDExNTE2fFR5cGU9MQ==&t=1 for another reference to the Study.
"Unique insights into the legislative process behind estate tax reform and related transfer tax deliberations of the United States Congress and administrative developments at the Treasury and IRS."
A blog originating from www.about.com on wills and estate planning.
Discusses the impact of the repeal of the estate tax as of 1/1/2010 and what the planner and client need to consider.
ACGA lists a broad range of companies that offer assistance with gift planning.
CPC makes use of the free icons provided by Mark James on his website.
PPP issued valuation standards for determining in present-day dollars the true economic value of a planned gift.
PPP, in conjunction with others, issues guidelines to help evaluate the ethics, legality, and charitable intent of insurance gifting plans.
The purpose of this statement is to encourage responsible gift planning by following Standards of Practice by all individuals who work in the charitable gift planning process.
The Council for Advancement and Support of Education issued updated recommendations for counting gifts, which is generally in accord with NCPG/PPP Guidelines for Reporting and Counting Charitable Gifts.
PPP issued an executive summary and full report on its study, which was designed to provide guidelines so that charities could consistently count and report charitable gifts.
This article discusses in detail the recommendations, practical considerations, definitions, and endorsements of the reporting guidelines.
The NCPG (now Partnership for Philanthropic Planning) issued guidelines for gift counting and fundraising reporting practices, which were adopted by the Association of Fundraising Professionals.
PPP lists resources it provides to its members.
The Partnership lists a broad range of companies that offer assistance with gift planning.
PPP lists professional organizations, resources for donors and gift planners, and relevant email listservers.
Site for the President of the United States, which provides current information on pending legislation, a briefing room, and background materials on the President and the White House.
Searchable database on all 50 state legislative bodies.
The Alliance helps donors make informed giving decisions and advances high standards of conduct among organizations that solicit contributions from the public.
CASE is a professional association serving educational institutions and advancement professionals who work on their behalf in alumni relations, communications, development, marketing, and allied areas.
AFP represents 30,000 members in 207 chapters throughout the world, working to advance philanthropy through advocacy, research, education and certification programs.
ARNOVA is a neutral, open forum committed to strengthening the research community in the emerging field of nonprofit and philanthropic studies.
AHP is an international professional organization dedicated exclusively to developing the men and women who encourage charity in North America's health care organizations.
Originally created in 1988 as the National Committee on Planned Giving (NCPG), the Partnership for Philanthropic Planning (the Partnership) is a 501(c)(3) public charity whose mission is to help people and organizations create charitable giving experiences that are the most meaningful in achieving both charitable mission and the philanthropic, financial, family and personal goals of the donor.
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 Center's mission is to increase the understanding of philanthropy, improve its practice, and enhance participation in philanthropy.
Trusts & Estates is a monthly periodical informing experts who serve the planning needs of the ultra-wealthy to gain insight into their specialties and to learn about related professions.
The Chronicle is a leading news source, in print and online, for nonprofit leaders, fund raisers, grant makers, and other people involved in the philanthropic enterprise, connecting the nonprofit world with news, jobs, and ideas.
A resource that connects professionals to nonprofit colleagues in order to foster a place where nonprofit professionals can learn from each other, share information and work together to advance the cause of philanthropy.
COF is a membership organization that supports grantmakers in various aspects of foundation management.
Established in 1956 and today supported by close to 550 foundations, the Foundation Center is a national nonprofit service organization which promotes philanthropy, connecting nonprofits and the grantmakers supporting them to tools they can use and information they can trust.
The Giving Institute, formerly the American Association of Fundraising Counsel, seeks to enhance the professionalism of fundraising, in order to promote philanthropy.
Guidestar's mission is to revolutionize philanthropy and nonprofit practice by providing information that advances transparency, enables users to make better decisions, and encourages charitable giving.
IS is a leading forum for charities, foundations, and corporate giving programs committed to advancing the common good in America and around the world.
NCCS makes data available for non-commercial research purposes and includes a wide array of tables on U.S. nonprofits including public charities, private foundations, business leagues, trade unions, and others.
NCFP's mission is to promote philanthropic values, vision, and excellence across generations of donors and donor families.
NCRP serves as one of the country's independent watchdogs of foundations.
A website committed to social interaction and republishing articles and various current events.
A monthly publication serving the planned giving community, connecting readers to leading professionals in the field, and providing information about key training events and resources, fresh marketing ideas, and valuable insights.
NAIC exists to assist state insurance regulators, individually and collectively, in serving the public interest and achieving the fundamental insurance regulatory goals in a responsive, efficient and cost effective manner, consistent with the wishes of its members.
The ANM is a professional association of individuals and organizations devoted to improving the management and governance capacity of nonprofits - to assist nonprofits in fulfilling their mission.
This link to Wikipedia provides a wealth of information concerning "uniform acts" promulgated by various organizations and associations, which recommend uniform laws for adoption by the various states.
A dictionary and thesaurus, with special sub-categories of medical and Spanish-English.
A popular encyclopedia, which provides some free content.
Official website of the IRS, which includes publications, forms, rulings, and much more.
Searchable database on all tax treaties with other countries from inception.
Report produced in May 2006 by the Tax Foundation.
Annual guide of PWC, which focuses on wealth management strategies and tools that are most instrumental to building an effective plan.
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