Charity Advisor Resource (CAR) Newsletter

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The CAR Newsletter will discuss practical and technical aspects of creating, operating and funding charitable organizations, both from the perspective of the charitable organization and the donor. The CAR Newsletter should be of interest to charity representatives, accountants, attorneys, financial planners, trust officers, and investment and insurance professionals.

Who is a Charity Advisor?

Any person who is working for, with, or otherwise interested, in charitable organizations or their donors.

You Might Be a Charity Advisor If…

  • you are a member of the Board or a Committee of, or serving as an officer of, a charitable organization;
  • you are an employee of a charitable organization as a planned giving, development or other fundraising officer;
  • you are a consultant to charities with regard to their fundraising;
  • you are an attorney retained by a client to structure a charitable gift or an estate plan, or to create a charity or assist with its operational issues;
  • you are a financial planner or an insurance or investment professional, assisting your clients with their personal estate, tax and financial planning;
  • you work for a professional fiduciary or other for-profit entity which assists individuals with their tax, financial or estate and wealth planning, or which administers charitable gift vehicles;
  • you are CPA retained to prepare income, gift or estate tax returns for a client or to assist a charity with its operational and compliance issues; or
  • you think a stock tip is advice on worming your hogs (oops, sorry, that's if you might be a redneck).

    Charity Advisor Resource (CAR) Newsletter Archive

    Please visit the CAR Newsletter Archive to view past CAR Newsletters.

    CAR Newsletter Corral - Community Bulletin Board

    Please visit the CAR Newsletter Corral to comment on or ask questions regarding any article in a CAR Newsletter. Jon will monitor comments or questions made on the CAR Newsletter Corral and attempt to answer them in a community forum.

    Jonathan Ackerman, 2002 President of NCPG (formerly known as the Partnership for Philanthropic Planning and now known as the National Association of Charitable Gift Planners (CGP)), represents donors and tax-exempt organizations on a national basis. His advice is often sought by charities in their creation and operation, especially with respect to contributions and other funding opportunities, as well as by families (and their advisors) who desire to integrate philanthropy into their estate plans.