Financial and Life Planning Resource Directory
Sponsored by
The Association for Integrative Financial and Life Planning
and The Life Planning Network
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Heart: Other social relationships
Consumers/clients
Advisers
Bachrach, Bill, "People Skills: The Competitive Advantage in Today’s New Economy", Integrative Adviser, September 2009 (Vol. 2, No. 3)
http://www.aiflp.org/pdfs/IntegrativeAdviserNo0203.pdf, Free
Bachrach explains why and how advisors can hone their people skills, in order to be more successful for themselves and their clients.
Kennedy, Michael B., et al, PricewaterhouseCoopers Guide to Charitable Giving
Wiley, 2002, $36.95
http://www.amazon.com/PricewaterhouseCoopers-Guide-Charitable-Giving-LLP/dp/0471235032/ref=sr_1_1?ie=UTF8&s=books&qid=1274883501&sr=1-1
This reference book deals with the tax and accounting technicalities of different charitable giving methods.
Industry / vendors / associations
Binstock, Robert H., "From Compassionate Ageism to Intergenerational Conflict?", Gerontologist, October 2010 (Vol. 50, No. 5)
http://gerontologist.oxfordjournals.org/content/50/5/574.abstract
Binstock questions whether we are setting ourselves up for political problems and impasses by the growth of age-related interest groups.
Other / general / not specified
Breitstein, Joel M., "Innovative Strategies for Using Life Insurance in Charitable Giving"
http://www.pgdc.com/pgdc/article/2004/03/innovative-strategies-using-life-insurance-charitable-giving, Free
Outlines the main ways that insurance can be used to support your charitable giving intentions.
Council on Foundations
http://www.cof.org/, Free
An organization dedicated to charitable founadtions -- of benefit to those who wish to establish their own charitable foundations.
Foundation Center
http://foundationcenter.org/, Free
Established in 1955, the Foundation Center's mission is to strengthen the social sector by advancing knowledge about philanthropy in the U.S. and around the world.
Hopkins, Bruce R., Charitable Giving Law Made Easy
Wiley, 2006, $41.95
http://www.amazon.com/Charitable-Giving-Law-Made-Easy/dp/0471783536/ref=sr_1_15?ie=UTF8&s=books&qid=1274893332&sr=1-15
Hopkins addresses the ins and outs of charitable trusts (and other forms of charitable giving) in a way that clarifies the issues and potential traps you need to know about before you venture into this territory.
Livingston, Richard, Charitable Giving Methods: What Nonprofits Need to Know — and Need to Tell Their Donors
2005, Free
http://www.cpgr.org/lal/files/File/uploads/Methods.pdf
A nice write-up about issues that crop up in charitable giving. It is intended for charitable organizations, but is informative for potential donors as well.
Partnership for Philanthropic Planning
http://www.pppnet.org/, Free
This group 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.
Silk, Roger D., and Lintott, James W., Creating a Private Foundation: The Essential Guide for Donors and Their Advisers
Bloomberg Press, 2003, $55.00
http://www.amazon.com/Creating-Private-Foundation-Essential-Advisers/dp/1576601366
Silk and James W. Lintott help you avoid the unpleasant surprises that often arise when people set up foundations on their own.
United States Senate Special Committee on Aging, Person-Centered Care: Reforming Services and Bringing Older Citizens Back to the Heart of Society
July 23, 2008, Free
http://aging.senate.gov/hearing_detail.cfm?id=301129&
Statements and testimony by Sen. Herb Kohl, Sen. Gordon H. Smith, Sen.Senator Robert P. Casey, Jr., Prof. William Thomas, MD, Robert Jenkens, Melinda Abrams, Dr. Eric Coleman, Zoe Holland, Edna Hess, and Dr. Diane White