| Federal Regulatory & Tax Law Issues and Pending Legislation |
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www.firstgov.gov A good first stop – fast links to other federal sites |
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www.irs.ustreas.gov Official IRS Web site |
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www.house.gov US House of Representatives official site |
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www.senate.gov US Senate official site |
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thomas.loc.gov Library of Congress site – quick access to pending legislation |
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www.taxresources.com Tax topics and tax-related information links |
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www.pgdc.net Planned Giving Design Center – planned giving articles/tax cases |
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www.cam.org/~gprc Gift Planning Resources/links |
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www.gift-estate.com Henry & Associates – planned giving articles/resources |
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www.guidestar.org Charity 990 forms, other information and links to charity sites |
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www.tax.org Tax Analysts Web site |
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Tax Economics of Charitable Giving, the successor publication to a long-standing title previously authored by one of the nation’s top accounting firms and is now available exclusively from RIA. |
| Federal Privacy Regulation |
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www.ncpg.org/gramm.html NCPG White Paper: The Applicability of the Privacy Provision of Gramm-Leach-Bliley to Nonprofits |
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See also: NCPG, AFP and ALDE Web sites under Professional Organizations for additional links |
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| State Law Issues, Legislation and Regulations |
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Charitable Solicitation Registration |
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www.raffa.com Search by State for listing of requirements |
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www.taxresources.com State tax sites links |
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www.stateline.org State Law & Legislative News Service |
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Fund-Raising Regulation: A State-by-State Handbook of Registration Forms, Requirements, and Procedures, by Seth Perlman and Betsy Hills Bush (John Wiley & Sons) |
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Charitable Gift Annuity Registration |
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www.acga-web.org Official site American Council on Gift Annuities |
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www.pgresources.com CGA information on all 50 states |
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www.PlannedGivingServices.com CGA regulation for all states & Canada |
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State Income Tax Charitable Deductions & Credits |
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www.legis.state.wi.us/lfb/lfbinfo.html Individual Income Tax Provisions in the States, 2001 Informational Paper #4, State of Wisconsin, Legislative Fiscal Bureau (state income tax charitable deductions and credits) |
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| Substantiation Requirements |
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www.njnonprofits.org/giftsubs.html The Center for Non-Profits |
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http://www.muridae.com/nporegulation/ Quick download of IRS Pub. 526 & 561 on substantiation |
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www.nonprofits.org Click on FAQ and use keywords "tax deductions" & "donations" for general review on substantiation |
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Outright Charitable Gifts, by Conrad Teitell |
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| Canadian Legal Regulatory Resources |
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www.cagp-acpdp.org/ Canadian Association of Gift |
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www.cam.org/~gprc Canadian gift planning resources/links |
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www.charityvillage.com/ Canadian non-profit super site |
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| Professional Organizations |
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In addition to membership, conference and regional meeting information, each of these sites has good legal resource links or publications. |
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www.afpnet.org Association of Fundraising Professionals (AFP, formerly NSFRE) |
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www.alde.org Association of Lutheran Development Executives (ALDE) |
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www.case.org Council For Advancement and Support of Education (CASE) |
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www.ncpg.org National Committee on Planned Giving (NCPG) |
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www.cfre.org CFRE Professional Certification Program |
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www.praccreditation.org/ Accreditation for Public Relations Professionals |
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| Newsletters/Web Services for Fund Raisers |
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contactcgpn@aol.com Charitable Gift Planning News (214/328-4244) |
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www.rrnewkirk.com Charitable Giving Tax Services (800/342/2375) |
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www.pgtoday.com Planned Giving Today (800/525-5748) |
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www.taxwisegiving.com Taxwise Giving (800/243-9122) |
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www.giftlaw.com/ Crescendo Interactive, Inc. (800/858-9154) |
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| Corporate & Stock Values Information |
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www.bigcharts.com Current and historical stock values |
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www.yahoo.com Current and historical stock values |
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www.quicken.com Current stock values – last five days is a very useful feature |