Firm Newsletter

Email Newsletter icon, E-mail Newsletter icon, Email List icon, E-mail List icon Sign up for our Email Newsletter

Firm Newsletter (formerly referred to as Charity Advisor Resource (CAR) Newsletter)
The Firm 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, and will address estate planning, trust planning and topics relating to the probate process. The Firm Newsletter should be of interest to charity representatives and development staff, accountants, attorneys, financial planners, trust officers, and investment and insurance professionals, as well as the general public.

Firm Newsletter Archive

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

Firm Newsletter Bulletin Board

Please visit the Bulletin Board to comment on or ask questions regarding any article in a Firm Newsletter. Jon will monitor comments or questions made on the Bulletin Board 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.