Find association links for networking, professional development opportunities and ethical practice standards.
Partnership for Philanthropic Planning
The Partnership for Philanthropic Planning helps maximize the value of charitable giving for nonprofit organizations and donors by helping fundraising professionals provide the most meaningful charitable giving experience for donors; helping financial planning professionals provide their clients with excellent advice on charitable giving and estate planning; and helping nonprofit managers and trustees better accomplish the missions of their organizations through meaningful philanthropic planning.
Model Standards of Practice for the Charitable Planner
A list of ethical practice standards and resources posted on the Partnership fir Philanthropic Planning website.
American Council on Gift Annuities
This organization actively promotes responsible philanthropy through actuarially sound gift annuity rate recommendations, quality training opportunities and the advocacy of appropriate consumer protection.
National Association of Estate Planners & Councils (NAEPC)
Connecticut has five chapters of this NAEPC, an association of professional estate planners and affiliated estate planning councils. The association focuses on establishing and monitoring the highest professional and educational standards.
- Estate and Business Planning Council of Hartford
- Estate Planning Council of Lower Fairfield County, Inc.
- Estate and Tax Planning Council of Eastern Connecticut
- Central Connecticut Business & Estate Planning Council
- Western Connecticut Estate & Tax Planning Council
Society of Financial Service Professionals (FSP)
With chapters in Fairfield County and Hartford County, FSP provides continuing education and networking programs. The Society publishes News and Views and materials for distribution to clients.
- Fairfield-Westchester Chapter of the Society of Financial Service Professionals
- Hartford Chapter of the Society of Financial Service Professionals
Financial Planning Association of Connecticut (FPA)
Promotes professional advancement programs and projects for financial planners. Serves Connecticut Valley, Fairfield County and Greater New Haven.
International Association of Advisors in Philanthropy
A forum of professional advisors who are dedicated and inspired to teach and empower clients to effectively direct their philanthropic resources consistent with their deepest values.
National Association of Personal Financial Advisors (NAPFA)
The association of fee-only financial planners that provides conferences, lobbying, and continuing education to its members.