For Professional Advisors

This page lists great resources for tribal groups and public sector entities including interesting websites and information. We hope this webpage is helpful!

Click the link below for:

Reports and Articles
Tools and Websites

Reports and Articles

Measuring and/or Estimating Social Value Creation: Insights into Eight Integrated Cost Approaches: This report from the Bill & Melinda Gates Foundation describes and analyzes eight approaches to integrating cost in measuring and/or estimating social value creation. (December, 2008)
Arizona Giving Reports: Reports compiled by Arizona Grantmakers Forum giving an overview of philanthropy in Arizona. AGF resource
Opportunities and Obstacles: The Role of Professional Advisors in Charitable Giving: A research report sponsored by Schwab Charitable. (October, 2007)

Tools and Websites

The Art of Charitable Giving: Online resource for professional advisors developed by Delaware Valley Grantmakers. Includes resources for planning, opportunities, the role of advisors, etc. (Posted 11/11/09)
Facing Important Legal Issues
Smart Givers Network: Resources for Smart Giving
Section specifically for donors on GuideStar website.
Philanthropic Advisors Network: A Council on Foundations program for legal and financial advisors to charitable institutions.
Toolkit for Giving: This guide is designed to help financial advisors better understand the value of charitable planning for their clients. The toolkit includes a matrix of options in charitable distribution tools, case studies and a list of local and national resources.
Arizona Community Foundation Professional Advisor Resources: A local resource for advisors that includes seminars and educational programs, giving calculators and networking opportunities.
The International Association of Advisors in Philanthropy