Gift Planning Professionals

• "Identifying Planned Giving Prospects"
• "Letting Go" - How to work with donors as they are letting go of property, of place, and eventually of life itself
• "Operating a Gift Annuity Program"

Professional Advisors

• "Converting Private Foundations to Donor Advised Funds and Supporting Organizations"

Gift Planning Professionals and Professional Advisors

• "A Trust for All Seasons" - Applications of charitable remainder trusts at all stages of life
• "Charitable Lead Trusts" - Overview
• "Charitable Remainder Trusts" - Overview
• "Cross Border Gifts" - The various issues involved in making charitable gifts and grants across national borders
• "Ethical Issues in Planned Giving"
• "Gift Opportunities with Real Estate"
• "Gift Planning in the Current Environment"
• "Gifts Involving Stock Options"
• "Gifts of Closely Held Stock and Other Business Interests"
• "Gifts of Life Insurance"
• "Holistic Gift Planning" - Integration of financial, emotional, philanthropic, and institutional concerns
• "Charitable Gift Annuities: New Developments, Applications, and Concerns"
• "Establishing and Administering a Planned Giving Program" (Canadian version also available)
• "How to Operate an Effective Planned Giving Program"
• "Moral Authority in Gift Planning"
• "New Developments and Planning Opportunities in Charitable Giving" (Canadian version also available)
• "Twelve Uncommon Things You Can Do With a Gift Annuity"

Governing Boards

• "Charitable Gift Annuities: New Developments, Applications, and Concerns"
• "Establishing and Administering a Planned Giving Program" (Canadian version also available)
• "How to Operate an Effective Planned Giving Program"
• "Operating a Gift Annuity Program"

Donors and Prospects

• "Elements of Estate Planning"
• "How to Be a Wise Philanthropist"
• "Lifetime Security with a Charitable Gift Annuity"