EXTERNAL WEBSITES

Education  |   Foundations  |   Organizations  |   Services  |   Tools

These sites are suggested resources or services that may be of interest to you. Their listing does not constitute an endorsement by Pratt Legacy Advisors. You are to conduct your own due diligence before using any services offered or upon entering into any working agreement with one of the organizations listed.

EDUCATION


education

American College

The American College is an independent, accredited, nonprofit educational institution that provides graduate and professional education, primarily on a distance learning basis. They offer a variety of designation, certificate, graduate-degree, and continuing education programs to complement their long-respected CLU designation.

InKnowVision Institute

InKnowVision LLC is a national consulting and marketing firm that develops and designs management and preservation strategies for clients of exceptional wealth. The InKnowVision Institute offers advanced technical and practical education in wealth strategies design and planning to financial and legal advisors. Through periodic conferences, The Institute strives to instill the competence and confidence fundamental to dealing in the high net-worth marketplace with assurance.

Purposeful Planning Institute

The Purposeful Planning Institute (“PPI”) attracts individuals and firms who believe there is a better way, a better process, a better practice lying just ahead of us and that our past experiences and knowledge are merely a prelude to our finest hours in service to our clients. It is the most affordable and easily accessible educational and training platform for advisors to HNW and UHNW clients. PPI offers great value through our easily accessible educational content, programs, and training for financial advisors, estate planning attorneys, and other professionals and consultants serving families of wealth and families in business. The Purposeful Planning Collaboration (“PPC”) is their member organization which offers teleconferences and webinars in twelve different themes. These interactive interviews with thought leaders and industry innovators discuss the latest breakthroughs and research in the realms of wealth management, business succession and exit planning, family wealth transitions, legacy and financial planning, and exciting new vistas around personal growth, professional development and collaboration.

FOUNDATIONS

foundationsAmerican Endowment Foundation

AEF helps financial advisors establish donor advised funds for their clients as simple, cost-effective and flexible family foundation alternatives. Because AEF does not manage money, financial advisors can manage investments in their clients’ donor advised funds in segregated and separately managed portfolios. AEF is flexible in the type of assets it will accept. Founded in 1992, AEF administers hundreds of donor advised funds for donors around the country.

Council on Foundations

The Council on Foundations helps foundation staff, trustees and board members in their day-to-day grantmaking activities. Through one-to-one technical assistance, research, publications, conferences and workshops, legal services, and a wide array of other services, the Council addresses the important issues and challenges that face foundations and corporate funders.

Foundation Center

The Foundation Center supports and improves institutional philanthropy by promoting public understanding and helping grantseekers, grantmakers, researchers, policymakers, the media, and the general public collect, organize, and communicate information on U.S. philanthropy, conduct and facilitate research on trends in the field, provide education and training on the grantseeking process through free public access to information and services through their Web site, print and electronic publications, five library/learning centers, and a national network of cooperating collections.

National Christian Foundation

National Christian Foundation (NCF) is the largest Christian grant-making foundation in the world. Their innovative, tax-smart solutions help you simplify your giving, multiply your impact, and glorify God. Since 1982, they have received $5.5 billion in contributions and made over $4 billion in grants to thousands of churches, ministries, and non-profits.

The National Heritage Foundation promotes Section 170 foundations at minimum cost enabling foundations to be accessible to everyone, regardless of income level.

The Seattle Foundation

Founded in 1946, The Seattle Foundation is a local, definitive resource for giving. They provide the reliable insight and tools you need to make the most of your giving. Whatever your charitable budget, they can help you give wisely and have the impact you want. The Seattle Foundation is making the greater Seattle community a vital and healthy place to live, driving positive change on a range of local issues by working side by side with donors.

ORGANIZATIONS

organizationsAiP – The International Association of Advisors in Philanthropy

AiP is a network of diverse professional advisors who are devoted to mastering and promoting the principles and practices of client-centered planning. Alan Pratt is the past President and currently serves as the Chief Ambassador for AiP. Want to start an AiP chapter in your area – please contact Alan.

Generous Giving

Generous Giving seeks to offer practical tools and events designed to transform hearts and minds for revolutionary stewardship. These include large and small gatherings; an electronic library of news articles, Bible studies and sermon outlines; and an online database designed to facilitate deal-flow between ministries and donors.

The Heritage Foundation

Generous Giving seeks to offer practical tools and events designed to transform hearts and minds for revolutionary stewardship. These include large and small gatherings; an electronic library of news articles, Bible studies and sermon outlines; and an online database designed to facilitate deal-flow between ministries and donors.

Inheritance Project

The Inheritance Project was created in 1992 by Barbara Blouin, Katherine Gibson, and Margaret Kiersted, heirs who share an interest in the emotional consequences of inherited wealth. The project’s mission is fourfold:

  • To enhance our culture’s understanding of the unique challenges and opportunities that inherited wealth brings
  • To help heirs break the isolation and overcome the taboos surrounding wealth
  • To show heirs how other inheritors have claimed their personal power and used it to benefit others
  • To provide networking and educational resources to heirs and professional advisors who work with them

More Than Money

Let’s talk about money! It’s one of the last taboo topics. Yet it’s a central part of our lives, and a potent vehicle for change. The questions are simply too juicy and too important to ignore: What does it mean to have more than others? How can we use our wealth to create a better world? What struggles do we face in becoming effective stewards of our money, and how can we overcome them? More Than Money exists to provide a safe forum for this discussion, and to support people in the wealthiest five percent to create a better world.

National Center for Family Philanthropy

The National Center for Family Philanthropy is a nonprofit organization founded to encourage families and individuals to create and sustain their philanthropic missions. The only national resource center for families and individuals engaged in philanthropy, NCFP provides research, educational materials and programs, and informs the larger public of the value of private philanthropy.

Partnership for Philanthropic Planning

The Partnership for Philanthropic Planning helps maximize the value of charitable giving for nonprofit organizations and donors by helping fundraising professionals provide the most meaningful charitable giving experience for donors; helping financial planning professionals provide their clients with excellent advice on charitable giving and estate planning; and helping nonprofit managers and trustees better accomplish the missions of their organizations through meaningful philanthropic planning.

The Philanthropic Initiative

A non-profit organization formed in 1989 to help donors increase their impact through the development of innovative and strategic approaches to philanthropy.

Seattle Philanthropic Advisors Network (SPAN)

The Seattle Philanthropic Advisors Network is a philanthropically oriented network of financial advisors, insurance advisors, wealth managers, attorneys, CPAs, and other professionals who advise clients with charitable intent. SPAN holds three meetings per year featuring conversations with local philanthropists, followed by peer networking luncheons with members and colleagues.

SERVICES

servicesCEG Worldwide

CEG Worldwide brings the leading authorities in the financial services industry together with state-of-the-art research methodologies and analysis. The result is a uniquely powerful insight into the independent advisor.

Foundation Source

Foundation Source is the only provider of comprehensive services for private foundations in the U.S. Their administrative services, online foundation management tools and philanthropic advisory services provide a complete outsourced solution for private foundations. The only functions Foundation Source doesn’t offer are asset management and tax and legal counsel, but they will coordinate closely with the trusted family advisors who do. The result: better-run, more effective foundations and more enjoyable philanthropy.

JMP Charitable Management Services

A boutique literature and services firm specializing in charitable planning, particularly the CRT. Mr. Pusey’s treatise Charitable Remainder Trusts, Reference Edition is described in a review in Estate Planning magazine, March 2001, as “the comprehensive reference source for this subject area”.

National Underwriter Company

The National Underwriter Company publishes a broad array of print, e-media and software products for the insurance and financial services industries. Its key publications include the two weekly magazines, National Underwriter, Property & Casualty/Risk & Benefits Management and National Underwriter, Life & Health/Financial Services, as well as the multi-volume loose-leaf FC&S Bulletins service and the very popular Tax Facts desk references.

Pacific Life

Founded in 1868, Pacific Life provides life and health insurance products, individual annuities, mutual funds, group employee benefits, and offers to individuals, businesses, and pension plans a variety of investment products and services. Over the past six years, the company has grown from the 20th to the 15th largest life insurance company in the nation and currently counts more than half of the 100 largest U.S. companies as clients.

Renaissance

Renaissance develops support services and tools to administer, implement and train philanthropists and the philanthropic industry. We educate people to increase their economic autonomy, create value for others, build personal wealth, and give back to their community.

SEI Advisor Network

SEI Investments (NASDAQ:SEIC) is a leading global provider of asset management and investment technology solutions. The company’s innovative business solutions help corporations, financial institutions, financial advisors, and affluent families create and manage wealth.

The SEI Advisor Network, which works specifically with financial advisors, has built its reputation on a platform of transformation – ours as well as our clients’. Leading the evolution of the financial services industry, we build business platforms that integrate cutting-edge products and services, keeping our advisor partners on the forefront of change.

Tax Analysts

This is where better tax law and smarter tax debate begin, flourish, and never really end. This is where the largest staff of reporters and editors dedicated exclusively to tax issues publishes up-to-the-minute news. This is where the “great pens” in tax commentary express themselves and challenge the “great swords” in government to simplify the enormous complexities of taxation. Welcome to the great debate.

TOOLS

toolsAFR Rates at RIA

Tools for tax and accounting professionals. Free tools include Tax Savings Calculator; AFR Rates and Archive; HandyTax- Tax Rates for Palm™ Handhelds; Supplements to the The Accountant’s Desk Reference and Calendar.

American Institute of Philanthropy

The American Institute of Philanthropy (AIP) is a nationally prominent charity watchdog service whose purpose is to help donors make informed giving decisions.

GuideStar Directory of American Charities

The GuideStar Web site is produced by Philanthropic Research, Inc. to revolutionize philanthropy and nonprofit practice with information. Individuals and organizations can seek information about the operations and finances of nonprofit organizations, donors can seek out and compare charities, monitor their performances, and give with greater confidence, nonprofit organizations can pursue more effective operating practices, embrace greater accountability, and enjoy lower fund-raising costs.

Investment Adviser Registration Depository or U.S. SEC IARD

On July 31, 2001, the SEC cancelled the registrations of 255 investment advisers who failed to set up an IARD Account with NASDR and failed to file an electronic Form ADV through IARD as required by Rule 204-1 of the Investment Advisers Act of 1940. A second group of approximately 300 SEC registered advisers who set up IARD Accounts but never filed an electronic Form ADV have been notified that their SEC registration will be cancelled effective August 31, 2001, unless they file an electronic Form ADV with the SEC.

IRS Digital Daily

You work to serve others, so the IRS works to serve you. Includes tax information for Charities and Other Non-Profits.

Martindale’s Reference Desk

Over 15,000 calculators for all uses, including IRA, Wealth Accumulation, Retirement, Social Security vs Private Investment, and much more.

Ministry Watch

Provides database for donors to research nonprofit faith-based groups. Shows organizational and financial profiles and has a 5 star efficiency rating system that measures a group’s financial efficiency.

National Charities Information Bureau

The BBB Wise Giving Alliance reports on nationally soliciting charitable organizations that are the subject of donor inquiries. These reports include an evaluation of the subject charity in relation to the 23 provisions of the voluntary CBBB Standards for Charitable Solicitations. The BBB Wise Giving Alliance also offers guidance on making informed giving decisions and publishes the quarterly Better Business Bureau Wise Giving Guide.

PhilanthroTec

A software company that provides planned giving software and Internet solutions to the nonprofit and financial services sector. They offer two versions of Web calculators: Donor Direct (for donors) and Compliance NOW (for advisors). AFR rates are displayed onsite.

Planned Giving Design Center

PGDC helps charitable organizations create strategic alliances with legal, tax, and financial services professionals in their communities who have the capacity to influence philanthropy by offering the largest body of technical content and planning resources on the topic of charitable gift planning and taxation found anywhere on the Internet to professional advisors free of charge!