This document provides a list of resources for organizations developing planned giving and donation programs. It includes websites for organizations that provide information and tools related to planned giving, such as the Planned Giving Design Center and National Committee on Planned Giving. It also lists books, software, and online forums that can help nonprofit organizations establish and manage planned giving programs.

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PLANNED GIVING AND DONATION PROGRAMS
RESOURCE LIST
Web Sites and Organizations
The Community Foundation of South Eastern Connecticut
Planned Giving Design Center (PGDC)
1 Union Plaza; P.O. BOX 769; New London, CT 06320
(860) 442-3572; http://www.cfsect.org/giving.html or http://www.pgdc.net
The PGDC provides professional advisors with written resources you can use to advise clients in matters of
charitable gifts and estate planning.
National Committee on Planned Giving
310 North Alabama Street, Suite 210; Indianapolis, IN 46204-2103
(317) 269-6274/(317) 269-6274; http://www.ncpg.org
NCPG is the professional organization of people whose work includes developing, marketing, and
administering charitable planned giving programs.
National Society of Fundraising Executives (NSFRE)
1101 King Street Suite 700; Alexandria, VA 22314
(703) 684-0410; http://www.nsfre.org/
NSFRE is an association of individuals responsible for generating philanthropic support for a variety of
nonprofit organizations.
Leave A Legacy
http://www.leavealegacy.org
A community based program to help people learn about charitable giving through a will or from an estate.
Leave A Legacy does not solicit gifts for any particular organization. Instead, the program is a cooperative
effort of all types of nonprofit organizations including social services, the arts and education and other
philanthropy organizations.
Gift Planning Resources Centre
http://www.cam.org/~gprc/
This site provides links to Internet resources of interest to planned-giving officials in Canada and the
United States. It also has links to charities that present planned-giving information on their websites.
GiftLaw.com
http://www.giftlaw.com
A free service that helps charities build relationships with financial advisers. Organizations that have
registered with the site receive weekly e-mail newsletters about tax-code and other legal changes that affect
planned giving. They also may participate in biannual teleconferences between gift planners and
professional advisers. For an annual fee of $300, charities can access the GiftLaw planned-giving
calculator, which allows nonprofit accountants to calculate annuities, unitrusts, deductions, and gift
proposals online.
Model Gift Policy Manual -- American Philanthropy Review
CharityChannel.com/Model_Gift_Policy_Manual; editors@charitychannel.com
Developed by the AmPhilReview, an organization that reviews and sells books on fundraising and
nonprofit management, this site provides a sample policy manual for planned-giving programs. The manual
outlines deferred giving options, gift-acceptance procedures, and appraisal and reporting requirements. It
also describes the advantages and disadvantages of different planned-giving approaches.

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PG Calc
PG Calc Inc.
129 Mt. Auburn Street; Cambridge, MA 02138
(888) 497-4970; www.pgcalc.com
Maintained by PG Calc, a planned-giving software company, this site lists the monthly IRS discount rates,
offers advice on how to pick the best discount rate for deferred gifts, and describes different planned-
giving vehicles. It also has links to charities that present planned-giving information on their websites.
Benefice
http://www.benefice.com
Benefice tries to encourage more people to give more money more effectively to charities by helping to
better evaluate and communicate with nonprofits.
The Newtithing Group
http://www.newtithing.org
A philanthropic research organization that seeks to help donors determine how much they can comfortably
give to charity.
Gift Legacy
http://www.giftlegacy.com
Is an online service to support planned giving programs. It charges a fixed annual fee. Online service that
allows charities to send out weekly e-mail newsletters to and conduct teleconferences with donors and
potential donors. The newsletters provide donors with planned-giving information regarding Social
Security and Medicare, financial news, and more. An annual subscription to the service costs $5,000. For
an additional $500 per year, subscribers can also use GiftLegacy Presents, a tool that creates full-color
planned-giving proposals that donors can access at the charity's own Web site.
Planned Giving Resources
http://www.pgresources.com
Developed by James B. Potter, a planned-giving consultant in Alexandria, VA, this Web provides
information on planned giving, including state regulations that govern charitable gift annuities -- a type of
planned gift that allows donors to contribute cash, securities, property, or other assets to a charity in
exchange for fixed payments -- as well as sources in each state that can provide additional information.
The Philanthropic Initiative
http://www.tpi.org
A nonprofit organization offering philanthropic design and management services to corporations,
foundations, individuals and families. It conducts educational programs and research studies to help donors
make giving more effective.
The Alford Group
http://www.alford.com/home.html-
Founded in 1979 to provide leadership in improving the quality of life by serving not-for-profits. Today,
the firm is headquartered in Chicago, IL, with regional offices in Seattle and Washington D.C., an area
office in San Diego, and a nationwide network of local strategic partners. Jimmie Alford, Chair & CEO of
the Alford Group is a faculty member of the Learning Institute.
Alliance for Simplified Giving
http://paytips.org/giving.htm
The Alliance is a group of regional non-profit trade associations that specialize in Direct Payment/Direct
Deposit and electronic payments education and marketing. Join the growing list of nonprofit organizations
that have discovered the benefits of Direct Payment by requesting the Free Simplified Giving/Direct
Payment Information Kit on this web site.

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Gift Planning Resource Center
http://www.cam.org
The Gift Planning Resource Center is an effort to promote charitable giving through gift planning by
providing links and comments on information available on the Internet.
Planned Giving Design Center
http://www.pgdc.net/pub/index
This is a site offering research and planning resources to planned giving specialists and financial advisors.
It is sponsored by a group of charitable organizations and requires registration. There is no charge for using
the site. The PGDC provides free news and information on planned gifts and related topics. Subscribers to
the site receive e-mail alerts that describe and analyze new regulatory actions affecting planned gifts,
detailed information on specific types of gifts, and weekly articles by experts.
Creative Options for Giving
mailto:pmgifts@support.ucla.edu
Detailed explanations of various giving methods from UCLA.
http://nonprofit.about.com
An extensive list of nonprofit fundraising software.
Planned Giving Tax Calculations and Proposal Software
Crescendo PGCalc
Paragon by Blackbaud PhilanthroTec
Raising More Money: Free On-Line "Course"
http://raisingmoremoney.com/resources/freecourse
An interesting free course (non-interactive) sponsored by Axelrod Consulting Services that focuses on
approaches that build individual giving.
Online Forums
Estate planning (ESTPLAN-L) list
mailto:listserv@netcom.comlistserv@netcom.com
Message - subscribe ESTPLAN-L
Fundraising and planned giving (FUNDLIST) list
mailto:listserv@jhuvm.hcf.jhu.edulistserv@jhuvm.hcf.jhu.edu
Message - subscribe FUNDLIST [YOUR REAL FIRST & LAST NAME]
Fundraising and planned giving (GIFT-PL) list
mailto:listserv@indycms.iupui.edulistserv@indycms.iupui.edu
Message - subscribe GIFT-PL [YOUR REAL FIRST & LAST NAME]
The Charity Channel
http://www.charitychannel.com/forums/forums-a.htmhttp://www.charitychannel.com/forums/forums-a.htm
There are three planned giving forums, for the US, Canada and the UK.
TrustNews E-letter
http://www.premieradministration.com/http://www.premieradministration.com
Premier Administration
http://www.premieradministration.com/glossary.htmhttp://www.premieradministration.com/glossary.htm
Offers a planned giving glossary.

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Books
Start at Square One: Starting and Managing the Planned Gift Program
By Lynda S. Moerschbaecher
Precept Press
160 East Illinois Street; Chicago, IL 60611
(800) 225-3775; bb@bonus-books.com or http://www.bonus-books.com
Guide to starting a planned-giving program that explains how to assess current sources of revenue,
determine the appropriate size for a planned-giving program, develop policies, and make the pitch to the
board of directors. Also shows how to tie planned giving into a capital campaign, use consultants,
understand the tax laws that govern planned gifts, market the program to potential donors, and avoid
conflicts of interest.
The Art of Planned Giving: Understanding Donors and the Culture of Giving
By Douglas E. White
John Wiley & Sons
1 Wiley Drive; Somerset, NJ 08875
(800) 225-5945; http://www.wiley.com
Uses planned giving case studies to discuss the technical aspects of planned giving and the question of why
donors contribute to charitable causes. Offers advice on how to approach prospective donors and their
financial advisers.
Charitable Giving Tax Service
Edited by Kathryne Sperlak
R&R Newkirk
8695 South Archer, Suite 10; Willow Springs, IL 60480
(800) 342 2375; http://www.rrnewkirk.co
Planned-giving reference with 12 sections that cover federal income tax, charitable contributions by
individuals and corporations, gift annuities, federal estate taxes, charitable bequests, federal gift taxes,
charitable remainder trusts, unrelated-business income, pooled-income funds, charitable lead trusts, state
regulations, and life-insurance gifts. Each section cites the applicable parts of the Internal Revenue Code
and Internal Revenue Service regulations, as well as court cases and rulings. Includes sample gift
documents, trust forms, and gift-deduction worksheets and tables. Updated every other month.
First Steps in Planned Giving
100 Second Avenue South, Suite 180; Edmonds, WA 98020
(800) 525-5748; pgt@pgtoday.com or http://www.pgtoday.com
Collection of 30 articles that explain how to launch a successful planned-giving program. Presents
common mistakes that fundraisers make when starting a new program and suggests ways to avoid them.
Planned Giving Essentials: A Step by Step Guide to Success
By Richard D. Barrett and Molly E. Ware
Aspen Publishers Distribution Center
7201 McKinney Circle; Frederick, MD 21704
(800) 317-3113; http://www.aspenpublishers.com
Provides an introduction to the principles of planned giving, and explains how to set up a planned-giving
program. Includes a glossary of terms, a list of resources, sample estate and annuity agreements, and
reproductions of IRS forms for gifts of personal property.

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Planned Giving for the One Person Development Office: Taking the First Steps, Second Edition
By David G. Schmeling
Deferred Giving Services
614 South Hale Street; Wheaton, IL 60187
(630) 682-4301, schmeling@aol.com or htp://www.deferredgivingservices.com
Explains how fundraisers in small development offices can integrate planned giving into their general
fundraising activities. Includes information on how to build an endowment, gift-planning models, sample
gift proposals, and a glossary of terms.
Planned Giving Simplified: The Gift, the Giver, and the Gift Planner
Robert F. Sharpe, Sr.
Shows charities how to solicit and administer planned gifts and looks at what motivates donors to make
deferred gifts.
Planned Giving: Management, Marketing, and Law, Second Edition
By Ronald R. Jordan and Katelyn L. Quynn
John Wiley & Sons
1 Wiley Drive; Somerset, NJ 08875
(800) 225-5945; http://www.wiley.com
A detailed guide to creating, administering, and marketing a planned-giving program. Includes sample
planned-giving calculations, a glossary of planned-giving terms, and a computer disk providing more than
140 sample letters, tax documents that meet Internal Revenue Service standards, and forms for gift
arrangements.
Planned Giving: Starting, Marketing, Administering
By Conrad Teitell
Shows fundraisers how to start or improve a deferred-giving program, administer planned gifts, and use
advertising, direct mail, and seminars to find prospective donors.
Portable Planned Giving Manual
Conrad Teitell
Taxwise Giving
13 Arcadia Road; Old Greenwich, CN 06870
(800) 243-9122; info@taxwisegiving.com or http://www.taxwisegiving.com
Explains the regulations that govern deferred gifts, such as charitable remainder unitrusts and annuity
trusts, pooled-income funds, charitable lead trusts, and others.
Practical Guide to Planned Giving 2000, Eighth Edition
The Taft Group
P.O. Box 9187; Farmington Hills, MI 48333-9187
(800) 877-4253; galeord@galegroup.com or http://www.taftgroup.com
Experts explain new trends in planned-giving, regulatory changes, and methods of solicitation; discuss how
to start and manage a planned-giving program; and provide overviews of tax considerations and various
kinds of annuities and trusts. Includes a bibliography of resources, a glossary of terms, tax forms and
schedules, marketing tips, and the codes of ethics of four national fund-raising associations.

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Monthly Newsletters
Planned Giving Today
100 Second Avenue South, Suite 180; Edmonds, WA 98020-3551
(800) 525-5748 (KALL-PGT) or (425) 744-3837 (PG-4EVER)
OR
2315 NW 198th Street; Seattle, WA 98177
(800) 525-5748 or (206) 546-8505; http://www.pgtoday.com/ or http://www.pgtoday.com/
This online publication offers resources to the planned giving community. The site includes a list of
employment opportunities within the planned giving field. Publishes books and a professional newsletter
devoted to helping the planned giving community.
American Philanthropy Review
For a variety of Development topics orchestrated by Stephen Nill, J.D.
Charitable Gift Planning News
By Lynda S. Moerschbaecher, J.D., MBA; Jerry McCoy, LL.B; and Terry L. Simmons, J.D., LL.M
(214) 978-3325
Technical information.
Give and Take
By Robert F. Sharpe and Co., Inc.
(901) 680-5300
Marketing ideas and materials.
The Journal of Gift Planning
National Committee on Planned Giving
233 McCrea Street, Suite 400; Indianapolis, IN 46225
(317) 269-6274; ncpg@iupui.edu or http://www.ncpg.org
Published quarterly, this magazine discusses techniques for fundraisers who specialize in deferred gifts and
the laws that regulate planned giving.
Taxwise Giving
By Conrad Teitell, a tax lawyer
13 Arcadia Road; Old Greenwich, CN 06870
(800) 243-9122; info@taxwisegiving.com or http://www.taxwisegiving.com
Published monthly, this newsletter explains changes in the tax code, new tax rulings, and other regulations
that affect planned giving.
Training Seminars and Publishers of Planned Giving Material
The National Committee on Planned Giving provides a Calendar of Semi-annual training opportunities
(317) 269-6274
Endowment Development Services (317) 542-9829 (only materials)
Pentera, Inc. (317) 875-0910-4311
Philanthropy Tax Institute (203) 637-4311
R&R Newkirk (800) 342-2375
Robert F. Sharpe and Company, Inc. (800) 238-3253

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The Stelter Company (800) 331-6881
The Tidd Letter (203) 651-8937
Vanderleeden and Associates
52 West Main St; Brevard, NC 28712
(828) 884-6571; http://www.vanderleeden.org
Articles
“Planned Giving: Don't Cook The Meal: Just Serve It!”
By S. Charles Adams
Fund Raising Management 25(12):14+. Feb.1995
“Integrating A Planned Giving Program”
By Paul F. Quigg and Gerald H. Kling
Fund Raising Mangement 27(4):32+, June 1996 (Included in notebook)