American Funds

Why RCF?

Resources

Transfer Document Language

 

"In-House" & Online Resources

We know your clients have different needs. For some, control and responsibility are overriding concerns. For others, cost and tax considerations are key drivers. Our role as Richland County’s only public community foundation is to listen to you, and work with you to create philanthropic solutions that suit your clients’ diverse needs, whether it’s a $10,000 Donor Advised Fund, or a $5 million Supporting Organization.

 

To assist you in your practice, RCF has invested PG Calc's "Planned Giving Manager" (PGM). PGM is the software of choice for planned gift calculations and proposals from the most respected name in the field. It's easy to use, we can run a deduction calculation in seconds, yet powerful, versatile and comprehensive. Simply give us call and explain the scenario(s) you're interested in exploring, and we'll run the numbers; we can even help prepare the proposal for your client. For more information, contact Pam Siegenthaler or Doug Freer at 419.525.3020.

Online Resources

The following links are to web sites that might be of interest to you as a professional advisor.

Community Foundations (www.communityfoundations.net)

The Planned Giving Design Center (www.pgdc.net/USA/FY-index)

The PGDC has been created to provide professional advisors and planned giving specialists with comprehensive research and planning resources used to advise clients and prospective donors in matters of advanced charitable gift and estate planning.

If you are an attorney, accountant, financial planner, life underwriter, investment advisor, real estate professional, or planned giving professional, or have a specific interest in the technical aspects of planned giving, we invite you to read more about how you can become a member of the Planned Giving Design Center and access this free and valuable planning tool.

INFORMATION ON CHARITABLE GIVING American Institute of Philanthropy (www.charitywatch.org) — a national charity watchdog service whose purpose is to help donors make informed giving decisions. Center for the Study of Philanthropy at City University of New York (www.philanthropy.org) — provides information on world-wide philanthropy, including multicultural, international and women’s philanthropy.Network for Good (www.networkforgood.org) — a nonprofit organization that helps people get more involved in their communities — from volunteering and donating money, to speaking out on issues.The National Center for Charitable Statistics (http://nccs.urban.org) — serves as the national repository of statistical information on the nation’s not-for-profit sector. Information is obtained from the Internal Revenue Service and other agencies.National Center for Family Philanthropy (www.ncfp.org) — focuses on matters of importance to families engaged in philanthropy and how they can make their giving more effective.The Newtithing Group (www.newtithing.org) — a not-for-profit philanthropic research organization committed to increasing charitable giving and personal fulfillment by providing online educational resources and planning tools.Women’s Philanthropy Institute (http://www.philanthropy.iupui.edu) — an educational resource for women and for professionals who wish to encourage women as donors.
GUIDES TO AND INFORMATION ABOUT COMMUNITY FOUNDATIONS AND NOT-FOR-PROFITS The Association for Research on Nonprofit Organizations and Voluntary Action (ARNOVA) (www.arnova.org) — is an international, interdisciplinary membership organization that includes scholars and not-for-profit leaders fostering the creation, application and dissemination of research on voluntary action, nonprofit organizations, philanthropy and civil society. BBB Wise Giving Alliance (www.give.org) — provides profiles of national charities, including their programs, governance, fundraising practices and finances, which solicit nationally or have national or international program services.Charity Navigator (www.charitynavigator.org) — provides objective analysis of the financial health of more than 2,100 of the nation’s largest charities.Council on Foundations (www.cof.org) — a not-for-profit membership association for the nation’s grantmaking foundations and corporations.The Foundation Center (www.fdncenter.org) — provides educational and informational resources on philanthropy for the general public, as well as help for grantseekers in identifying appropriate funders and developing targeted proposals.Guidestar (www.guidestar.org) — a searchable database, providing information about the programs and finances of more than 850,000 IRS-recognized not-for-profit organizations.