Resources

Learn

These web sites offer planned giving seminars (some offer certification): 

Connect

These organizations offer additional resources: 

Good Reads

Books, Magazines & Articles: 

  • Ashton, Debra, The Complete Guide to Planned Giving: Everything You Need t o Know to Compete Successfully for Major Gifts, 2004
  • Gary, Tracy and Kohner, Mellissa, Inspired Philanthropy: Your Step-By-Step Guide to Creating a Giving Plan, Chardon Press Series, Jossey-Bass, San Francisco, 2002
  • Jordan, Ronald R. Quynn, Katelyn, Planned Giving for Small Nonprofits, Jossey Bass, 2002
  • Livingston, Ron & Linda, Smart & Caring, A Donor's guide to Major Gifting, RLD Publishing, Louisville, CO, 1999
  • Moerschbaecher, Lynda S., Building An Endowment Right from the Start, Precept Press, Chicago, 2001 (contains information on Montana's Endowment Tax Credit by Jim Soft of the Yellowstone Boys & Girls Ranch Foundation)
  • Newman, Diana S., Nonprofit Essentials: Endowment Building, John Wiley & Sons, 2005
  • Pratt, William B., Assessing an Organization's Readiness to Develop an Endowment, Northwest Nonprofit Resources, Spring, 2006
  • Price, Susan Crites, The Giving Family, Council on Foundations, Washington, D.C. 2001.
  • Rosso, Hank, "If We Only Had An Endowment Fund," Grassroots Fundraising Journal, Vol. 4 No. 3, June l985, P.O. Box 14754, San Francisco, CA
  • Schmeling, David G., CFRE, Planned Giving for the One Person Development Office, Deferred Giving Services, Wheaton, IL, l998
  • M. Schumacher, Edward C. & Seiler, Timothy L., Building Your Endowment, Jossey-Bass, 2003
  • Smith, Craig, A. "Deferred Giving: Letting the Donor Have His Cake While You Eat it Too," Foundation News, Jan.-Feb., l984
  • Steele, Victoria & Elder, Stephen D., Becoming a Fundraiser: The Principals and Practice of Library Development, American Library Association, Chicago and London, 2000
  • Warren, Gorham & Lamont, Tax Economics of Charitable Giving