Tax & Estate Planning

Planned Giving Resources


Planned Giving Design Center
The PGDC is the world's largest community of planned giving professionals. Visitors to this free site will gain insight on many charitable giving issues through a searchable library of articles and forums to aid with tax and estate planning issues.

Donors Forum of Wisconsin
DFW is a professional membership association of grant makers located in Wisconsin. The Forum's mission is to advance philanthropy through membership, professional development, networking, collaboration and public policy and leadership.

Leave a Legacy Wisconsin
LALW is a public awareness campaign designed to inspire people from all walks of life and all income levels to think beyond their lifespan when doing good works. Imagine how much good could be done if each one of us remembered a favorite charity or cause in our will or estate plan? The impact would be immeasurable.

National Center for Family Philanthropy
This nonprofit organization was founded to encourage families to create and sustain their philanthropic missions. Their Advisor's Role section contains information on the ways donors want their advisors to help in charitable giving as well as ideas for talking with clients about charitable giving.