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America Gives

By Juan Ros, CFP®,AEP®,CEPA®,CSPG posted 08-22-2012 15:53

  
The Chronicle of Philanthropy (@Philanthropy) has published a new online interactive tool that takes data from 2008 IRS tax returns and displays philanthropic giving by state, city, and even zip code.  Interesting stuff - how well does your community stack up?

How America Gives - Chronicle of Philanthropy Interactive Tool
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Juan Ros, CFP®,AEP®,CEPA®,CSPG
08-22-2012 19:39

Andrew - no, I just learned about this tool. I'll need to think about how to incorporate it, if at all, in the planning process. Charitable giving is a key element of our planning, but the first step is a discussion around developing/articulating a charitable philosophy / mission statement.

Andrew Sivertsen, CFP®, CAP®
08-22-2012 17:44

Very informative data on that website. Have you been utilizing it in anyway with clients? Do you show them median giving in their community to see if they are a prodigious giver?