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"
