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These sites are suggested resources or services that may be of interest to you. Their listing does not constitute an endorsement by the Association. You are to conduct your own due diligence before using any services offered or upon entering into any working agreement with one of the organizations listed.


3 Dimensional Wealth International

3 Dimensional Wealth International is an association for values based professional advisors who wish to become 'total wealth' managers. Our mission is to provide financial advisors with an on-line/on-demand educational curriculum that adds a new level of psychological counseling to the traditional financial education programs that exist today. Our goal is to help values based advisors distinguish themselves from 'the pack' by uniquely qualifying them to counsel their clients with their '3 Dimensional Wealth.'

American College

The American College is an independent, accredited, nonprofit educational institution that provides graduate and professional education, primarily on a distance learning basis. They offer a variety of designation, certificate, graduate-degree, and continuing education programs to complement their long-respected CLU designation.

CFP Board of Standards

The Certified Financial Planner Board of Standards, a professional regulatory organization, fosters professional standards in personal financial planning so that the public values, has access to and benefits from competent financial planning. Individuals who meet rigorous certification requirements are certified by the CFP Board to use its certification trademarks CFP™ and Certified Financial Planner™.

The Heritage Institute

The Heritage Institute is a membership organization consisting of like-minded professionals who are committed to helping individuals and families pass both their values and their valuables to the people they love and the causes they support. Co-founders Perry Cochell, JD, and Rod Zeeb, JD, created the Institute to provide advanced training, certification and support in response to their own experiences in estate planning (which have been supported by recent studies) that show that 9 our of 10 affluent families will lose the family wealth by the end of the third generation. Cochell and Zeeb became convinced that this situation had less to do with the quality of the traditional planning those families received than with the fact that the foundation for those plans was based entirely on financial considerations.

InKnowVision Institute

InKnowVision LLC is a national consulting and marketing firm that develops and designs management and preservation strategies for clients of exceptional wealth. The InKnowVision Institute offers advanced technical and practical education in wealth strategies design and planning to financial and legal advisors. Through periodic conferences, The Institute strives to instill the competence and confidence fundamental to dealing in the high net-worth marketplace with assurance.

Philanthropy Coach

Philanthropy Coach is a learning and skills enhancement program that will enable you to attract new clients and lead your current clients in their philanthropic decision making.


American Endowment Foundation

AEF helps financial advisors establish donor advised funds for their clients as simple, cost-effective and flexible family foundation alternatives. Because AEF does not manage money, financial advisors can manage investments in their clients' donor advised funds in segregated and separately managed portfolios. AEF is flexible in the type of assets it will accept. Founded in 1992, AEF administers hundreds of donor advised funds for donors around the country.

Christian Community Foundation

CCF is a tax-exempt 501(c)(3) charity that serves Christian philanthropy and distinguishes itself by maintaining a strong Christian focus, identity and purpose. Their vision is to glorify Jesus Christ by inspiring and enabling personal commitment of time, talent, and treasure to the expansion of the Kingdom of God. CCF is a member the Evangelical Council for Financial Accountability (ECFA).

Council on Foundations

The Council on Foundations helps foundation staff, trustees and board members in their day-to-day grantmaking activities. Through one-to-one technical assistance, research, publications, conferences and workshops, legal services, and a wide array of other services, the Council addresses the important issues and challenges that face foundations and corporate funders.

Foundation Center

The Foundation Center supports and improves institutional philanthropy by promoting public understanding and helping grantseekers, grantmakers, researchers, policymakers, the media, and the general public collect, organize, and communicate information on U.S. philanthropy, conduct and facilitate research on trends in the field, provide education and training on the grantseeking process through free public access to information and services through their Web site, print and electronic publications, five library/learning centers, and a national network of cooperating collections.

National Heritage Foundation

The National Heritage Foundation promotes Section 170 foundations at minimum cost enabling foundations to be accessible to everyone, regardless of income level.


Forum of Regional Associations of Grantmakers

A national service association for philanthropy devoted to promoting philanthropy by inspiring and enhancing the leadership and capacity of member grantmakers in promoting the public good.

Generous Giving

Generous Giving seeks to offer practical tools and events designed to transform hearts and minds for revolutionary stewardship. These include large and small gatherings; an electronic library of news articles, Bible studies and sermon outlines; and an online database designed to facilitate deal-flow between ministries and donors.

Inheritance Project

The Inheritance Project was created in 1992 by Barbara Blouin, Katherine Gibson, and Margaret Kiersted, heirs who share an interest in the emotional consequences of inherited wealth. The project's mission is fourfold:

  1. To enhance our culture's understanding of the unique challenges and opportunities that inherited wealth brings,
  2. To help heirs break the isolation and overcome the taboos surrounding wealth,
  3. To show heirs how other inheritors have claimed their personal power and used it to benefit others,
  4. To provide networking and educational resources to heirs and professional advisors who work with them.

More Than Money

Let's talk about money! It's one of the last taboo topics. Yet it's a central part of our lives, and a potent vehicle for change. The questions are simply too juicy and too important to ignore: What does it mean to have more than others? How can we use our wealth to create a better world? What struggles do we face in becoming effective stewards of our money, and how can we overcome them? More Than Money exists to provide a safe forum for this discussion, and to support people in the wealthiest five percent to create a better world.

National Center for Family Philanthropy

The National Center for Family Philanthropy is a nonprofit organization founded to encourage families and individuals to create and sustain their philanthropic missions. The only national resource center for families and individuals engaged in philanthropy, NCFP provides research, educational materials and programs, and informs the larger public of the value of private philanthropy.

National Committee on Planned Giving

The National Committee on Planned Giving is the professional association for people whose work includes developing, marketing, and administering charitable planned gifts. Those people include fundraisers for nonprofit institutions and consultants and donor advisors working in a variety of for-profit settings.

The Philanthropic Initiative

A non-profit organization formed in 1989 to help donors increase their impact through the development of innovative and strategic approaches to philanthropy.


Acquisition Strategies International, LLC

Acquisition Strategies International, LLC ("ASI") is a financial advisory firm that specializes in corporate mergers and acquisitions. ASI LLC designs customized strategies to maximize the net return to business owners in an acquisition of a business entity.

CEG Worldwide

CEG Worldwide brings the leading authorities in the financial services industry together with state-of-the-art research methodologies and analysis. The result is a uniquely powerful insight into the independent advisor.

JMP Charitable Management Services

A boutique literature and services firm specializing in charitable planning, particularly the CRT. Mr. Pusey's treatise Charitable Remainder Trusts, Reference Edition is described in a review in Estate Planning magazine, March 2001, as "the comprehensive reference source for this subject area”.

National Underwriter Company

The National Underwriter Company publishes a broad array of print, e-media and software products for the insurance and financial services industries. Its key publications include the two weekly magazines, National Underwriter, Property & Casualty/Risk & Benefits Management and National Underwriter, Life & Health/Financial Services, as well as the multi-volume loose-leaf FC&S Bulletins service and the very popular Tax Facts desk references.

New Visions

New Visions Philanthropic Research & Development is an international nonprofit research and consulting organization that encourages effective philanthropy and enables innovation in the nonprofit sector.

Pacific Life

Founded in 1868, Pacific Life provides life and health insurance products, individual annuities, mutual funds, group employee benefits, and offers to individuals, businesses, and pension plans a variety of investment products and services. Over the past six years, the company has grown from the 20th to the 15th largest life insurance company in the nation and currently counts more than half of the 100 largest U.S. companies as clients.


Renaissance develops support services and tools to administer, implement and train philanthropists and the philanthropic industry. We educate people to increase their economic autonomy, create value for others, build personal wealth, and give back to their community.

SEI Advisor Network

SEI Investments (NASDAQ:SEIC) is a leading global provider of asset management and investment technology solutions. The company’s innovative business solutions help corporations, financial institutions, financial advisors, and affluent families create and manage wealth.

The SEI Advisor Network, which works specifically with financial advisors, has built its reputation on a platform of transformation – ours as well as our clients’. Leading the evolution of the financial services industry, we build business platforms that integrate cutting-edge products and services, keeping our advisor partners on the forefront of change.

Tax Analysts

This is where better tax law and smarter tax debate begin, flourish, and never really end. This is where the largest staff of reporters and editors dedicated exclusively to tax issues publishes up-to-the-minute news. This is where the "great pens" in tax commentary express themselves and challenge the "great swords" in government to simplify the enormous complexities of taxation. Welcome to the great debate.


AFR Rates at RIA

Tools for tax and accounting professionals. Free tools include Tax Savings Calculator; AFR Rates and Archive; HandyTax- Tax Rates for Palm™ Handhelds; Supplements to the The Accountant's Desk Reference and Calendar.

American Institute of Philanthropy

The American Institute of Philanthropy (AIP) is a nationally prominent charity watchdog service whose purpose is to help donors make informed giving decisions.

Financial Crimes Enforcement Network (FinCEN)

Hotline: (866) 556-3974
As reflected in its name, the Financial Crimes Enforcement Network (FinCEN) is a network, a means of bringing people and information together to fight the complex problem of money laundering. Since its creation in 1990, FinCEN has worked to maximize information sharing among law enforcement agencies and its other partners in the regulatory and financial communities. Working together is critical in succeeding against today's criminals. No organization, no agency, no financial institution can do it alone. Through cooperation and partnerships, FinCEN's network approach encourages cost-effective and efficient measures to combat money laundering domestically and internationally.

GuideStar Directory of American Charities

The GuideStar Web site is produced by Philanthropic Research, Inc. to revolutionize philanthropy and nonprofit practice with information. Individuals and organizations can seek information about the operations and finances of nonprofit organizations, donors can seek out and compare charities, monitor their performances, and give with greater confidence, nonprofit organizations can pursue more effective operating practices, embrace greater accountability, and enjoy lower fund-raising costs.

Investment Adviser Registration Depository or

On July 31, 2001, the SEC cancelled the registrations of 255 investment advisers who failed to set up an IARD Account with NASDR and failed to file an electronic Form ADV through IARD as required by Rule 204-1 of the Investment Advisers Act of 1940. A second group of approximately 300 SEC registered advisers who set up IARD Accounts but never filed an electronic Form ADV have been notified that their SEC registration will be cancelled effective August 31, 2001, unless they file an electronic Form ADV with the SEC.

IRS Digital Daily

You work to serve others, so the IRS works to serve you. Includes tax information for Charities and Other Non-Profits.

Martindale's Reference Desk

Over 15,000 calculators for all uses, including IRA, Wealth Accumulation, Retirement, Social Security vs Private Investment, and much more.

Ministry Watch

Provides database for donors to research nonprofit faith-based groups. Shows organizational and financial profiles and has a 5 star efficiency rating system that measures a group's financial efficiency.

National Charities Information Bureau

The BBB Wise Giving Alliance reports on nationally soliciting charitable organizations that are the subject of donor inquiries. These reports include an evaluation of the subject charity in relation to the 23 provisions of the voluntary CBBB Standards for Charitable Solicitations. The BBB Wise Giving Alliance also offers guidance on making informed giving decisions and publishes the quarterly Better Business Bureau Wise Giving Guide.


A software company that provides planned giving software and Internet solutions to the nonprofit and financial services sector. They offer two versions of Web calculators: Donor Direct (for donors) and Compliance NOW (for advisors). AFR rates are displayed onsite.

Planned Giving Design Center

PGDC helps charitable organizations create strategic alliances with legal, tax, and financial services professionals in their communities who have the capacity to influence philanthropy by offering the largest body of technical content and planning resources on the topic of charitable gift planning and taxation found anywhere on the Internet to professional advisors free of charge!

1120 Chester Avenue, Suite 470 | Cleveland, OH 44114
Phone: 216-621-3215 or 888-597-6575 | Fax: 216-696-2582 |
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