Charitable Gift Planning Resources

Thompson & Associates
March 2014

Books Written for Professional Advisors:

  1. Tax Economics of Charitable Giving, 2013/2014 Edition, published by Warren Gorham and Lamont of RIA. 800-950-1216; www.store.tax.thomsonreuters.com
  2. The Tools and Techniques of Charitable Planning, 2nd Edition, published by the National Underwriter Company.  800-543-0874. www.nuco.com. 3rd edition coming in 2014
  3. Life and Death Planning for Retirement Benefits, 7th Edition, by Natalie Choate, published by Ataxplan publications. 800-247-6553.  www.ataxplan.com
  4. Estate Planning, 7th Edition, Dalton/Landgon; www.money-education.com
  5. Harnessing the Power of the Charitable Remainder Trust, 8th Edition, by Marc D. Hoffman; available through Amazon

Books/Papers Written for Charity Staff:

  1. The Complete Guide to Planned Giving, 3rd Edition, by Debra Ashton & Associates.  617-472-9316.
  2. The Philanthropic Planning Companion, by Brian M. Sagrestano and Robert Wahlers, Wiley 2012.
  3. The Planned Giving Advisory Council: Building your Team of Helpful and Influential Donor Advisors, by Dr. Scott R. P. Janney, Partnership for Philanthropic Planning National Conference Paper; September 29, 2005.
  4. PPP paper,The Guidelines for Reporting and Counting Charitable Gifts.”
  5. PPP paper, “Charitable Life Insurance Evaluation Guidelines.”
  6. “Life Insurance and Charitable Planning: How to Stay on the Right Side of the Comfort Line in the Quick Sand,” The Journal of Gift Planning.
  7. Donor Centered Planned Gift Marketing, by Michael Rosen, Wiley & Sons.
  8. Planned Giving: Management, Marketing, and Law, 3rd Edition, by Ronald R. Jordan and Katelyn L. Quynn, John Wiley & Sons.
  9. Planned Giving Simplified, by Robert F. Sharpe, Sr.

Books Written for Donors or Potential Donors:

  1. BEYOND SUCCESS, Building a Personal, Financial, and Philanthropic Legacy by Randall J. Ottinger.
  2. Charity, Philanthropy, and Civility in American History, Lawrence J. Friedman and Mark D. McGarvie (2003) Cambridge University Press

Websites for Charity Research:

  1. www.guidestar.org
  2. www.charitynavigator.org

Websites and Blogs Written for Professional Advisors or Charity Staff:

  1. www.charitableplanning.com – Emanuel Kallina, resource for professional advisors and gift planners, subscription required; daily e-mail available
  2. www.leimbergservices.com – Steve Leimberg; resource for professional advisors; more than just gift planning, also estate planning, elder law, etc.; subscription required; daily email available
  3. www.pgdc.com – Planned Giving Design Center – free website with excellent technical content; provides an email update daily or weekly
  4. www.pppnet.org – Partnership for Philanthropic Planning (fka National Committee on Planned Giving); membership organization
  5. Giving USA www.aafrc.org (free report on the annual highlights)
  6. www.eddiethompson.org – Eddie’s Blog, “The Fundraising Executive”

IRS Publications/Forms:
http://apps.irs.gov/app/picklist/list/formsPublications.html

  1. IRS Publication #526, Charitable Contributions
  2. IRS Publication #561, Determining the Value of Donated Property
  3. IRS Publication #1771, Charitable Contributions - Substantiation and Disclosure Requirements
  4. IRS Form 8283
  5. IRS Form 8282
  6. IRS Form 990

Other Publications:

  1. Planned Giving Today, Tom Cullinan editor, published monthly by Mary Ann Liebert, Inc. www.pgtoday.com
  2. Taxwise Giving, Conrad Teitell editor, published monthly by Taxwise Giving www.taxwisegiving.com

Podcasts

Please visit and subscribe to our channel so you don’t miss out on new content that we are constantly adding.





back