Silicon Valley
Planned Giving Council

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Corporate Sponsor:

Wells Fargo Private Client Services:

  • Private Banking
  • Trust and Estate Services
  • Investment Management
  • Brokerage Services through Wells Fargo Investments, LLC
  • Life Insurance

 

 

 

 
 

Resources and Links

Links

The following links are presented as a resource, but do not necessarily mean endorsement by SVPGC.

GENERAL INFORMATION
OTHER RESOURCES
ASSOCIATIONS
PUBLICATIONS
SERVICES


GENERAL INFORMATION
OTHER RESOURCES
  • Financial Accounting Standards Board (FASB)
    "FASB" is the organization that sets official accounting standards.
  • IRS
    The new, friendlier IRS has an extensive home on the Web that is loaded with information, including sections on tax information for businesses, tax help and education and an area for downloading tax forms in PCL or PostScript.
  • LEAVE A LEGACY®
    The national LEAVE A LEGACY® site, sponsored by the Partnership for Philanthropic Planning, includes information about and links to LEAVE A LEGACY® programs across the nation.
  • National Committee for Responsive Philanthropy
    A committee devoted to expanding the horizons of philanthropy to the less wealthy to create a more democratic society.
  • PPP Government Relations
    Includes a monthly newsletter on legislative and regulatory affairs.
  • New Tithing
    Claude Rosenberg, author of "Wealthy and Wise," provides an on-line calculator to demonstrate how much an individual could afford to give.
  • Thomas Legislative Information
    Track legislation, the Congressional record and all manner of goings on in Washington at this Web site of the Library of Congress.

ASSOCIATIONS
PUBLICATIONS
SERVICES
  • Silicon Valley Community Foundation is now licensed to issue charitable gift annuities. Along with their fund advisors and donors, they are eager to partner with California nonprofits to issue gift annuities to their supporters. View Program Details
  • Comerica Legacy Foundation, California nonprofit corporation, is licensed by the State of California to issue charitable gift annuity contracts. Some features of Gift Annuities offered through the Comerica Legacy Foundation include: 1 or 2 lifetimes; ACGA Rates; Minimum age of 60; Minimum $10,000 gift. It is the Comerica Legacy Foundation's policy to distribute 100% of the residual to the charity of the donor's choice. Contact the Comerica Charitable Services Group at (877) 405-1091 to learn more.
  • Planned Giving Resources
    General planned giving consulting featuring a wealth of information about gift annuities
  • Robert F. Sharpe & Co.
    Provider of planned giving marketing materials and consulting
  • Taxwise Giving
    Provider of Conrad Teitell's planned giving materials and educational seminars
  • The Stelter Co.
    Planned giving marketing programs and materials as well as education and training