Membership
Individual Membership
For charitable officers, estate and wealth planning professionals, philanthropists, and other charitably-minded persons who are not pursuing status as a Certified Giving Officer or Fellow, The Estate and Wealth Strategies Institute (EWSI) invites you to become a Member.
Membership in ISP is $500.00 per year and includes all of the following benefits.
Membership proceeds are used for education, research, and support of charitable officers and their charities. These funds allow ISP to keep tuition costs as low as possible for courses. In addition, ISP will use part of the proceeds to sponsor research that will identify the specific needs of charitable officers in performing their many tasks and develop additional education and tools to support these needs.
Institutional Membership
Institutional membership is also available to professional firms, for-profit companies, and nonprofit organizations. A single Institutional membership allows all management and staff access to all Member benefits.
As a Member of The Estate and Wealth Strategies Institute, you will receive the following benefits:
Encyclopedia of Estate, Wealth & Charitable Planning
You will have access to a comprehensive online encyclopedia on estate, wealth, and charitable planning. The Encyclopedia uses a powerful search engine and a Topic Index that allows users to find quickly the answers to more than 3,600 of the mostly commonly asked questions about estate, wealth, business and charitable planning. The answers are easy to understand and cover virtually all planning issues.
Case of the Week
Each case will keep you up to date with current developments in charitable law or planning.
Articles of Interest
that have been gleaned from journals, magazines, periodicals and other timely and relevant sources.
Institute Events & Programs
You will receive an invitation to events and programs sponsored by The Institute of Stewardship and Philanthropy and The Estate and Wealth Strategies Institute, all at special Member rates.
GiftLaw Pro
which is a comprehensive charitable giving and tax information service that is an extraordinarily comprehensive, yet user-friendly gift planning reference. Updated quarterly, GiftLaw Pro covers the latest private letter rulings, revenue rulings, code and regulations, Tax Court cases and other key gift planning materials. It has over 100 subchapters on all the important gift planning topics. Each subchapter includes links to the Internal Revenue Code, Treasury Regulations, private letter rulings, revenue rulings, revenue procedures, Tax Court cases, Court of Appeals cases and Supreme Court cases.
GiftLaw Calculator
This is one of the foremost planned gift calculators. Following the IRS format, it allows you to access and run charitable deduction calculations for Charitable Remainder and Unitrusts, Charitable Lead Unitrusts and Annuity Trusts, and Gift Annuities.
Washington Hotline
Learn about the latest information on trends, new bills, and the status of pending legislation.
Weekly eNewsletter
This newsletter keeps you up to date on the latest developments in charitable planning.
Private Letter Rulings
You will be able to have immediate access to the latest Private Letter Rulings.
AFR's
Know the current Adjusted Federal Rates, as well as a history of those rates.
Latest Important Cases
When a new and important case comes down, you will know immediately, and will be able to read the case as soon as it is published.
Philanthropic Resources
A library of websites, books, and other sources of information about charity, planning, taxation, and related topics. Indexed for ease of use, our Resources offer a comprehensive gateway to knowledge that is relevant and viable to charitable officers, planning professionals, and any others who have an interest in philanthropy.
Glossary of Estate, Wealth and Charitable Planning Terms
The Glossary is a comprehensive dictionary of terms that are used in estate, wealth, and charitable planning. This information will help professionals and lay people alike to better understand the jargon of planning.
