Find links for professional advisors support and training providers.
Planned Giving Design Center
The Planned Giving Design Center (PGDC) provides professional advisors with resources to use when advising clients in areas of charitable gift and estate planning.
CharityChannel
A resource that connects you to your colleagues. Learn from each other through shared advice, information, tips and articles in the cause to advance philanthropy.
Family Office Exchange
Serves as an independent advisor to families of exceptional wealth, providing strategic advice, education on complex financial issues, and guidance on the selection of appropriate wealth-management advisors.
The Legacy Companies
Provide training and consulting services for estate planners, financial advisors and companies concerning Values-Based Planning™.
Southern New England Nonprofit Consultant Directory
Look for a consultant or post your consulting expertise.
The Wealth Design Center
Provides extensive and technical support services for professional financial and estate planners.