Thompson & Associates
March 2014
Books Written for Professional Advisors:
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Tax Economics of Charitable Giving, 2013/2014 Edition, published by Warren Gorham and Lamont of RIA. 800-950-1216; www.store.tax.thomsonreuters.com
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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
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Life and Death Planning for Retirement Benefits, 7th Edition, by Natalie Choate, published by Ataxplan publications. 800-247-6553. www.ataxplan.com
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Estate Planning, 7th Edition, Dalton/Landgon; www.money-education.com
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Harnessing the Power of the Charitable Remainder Trust, 8th Edition, by Marc D. Hoffman; available through Amazon
Books/Papers Written for Charity Staff:
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The Complete Guide to Planned Giving, 3rd Edition, by Debra Ashton & Associates. 617-472-9316.
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The Philanthropic Planning Companion, by Brian M. Sagrestano and Robert Wahlers, Wiley 2012.
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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.
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PPP paper, “The Guidelines for Reporting and Counting Charitable Gifts.”
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PPP paper, “Charitable Life Insurance Evaluation Guidelines.”
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“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.
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Donor Centered Planned Gift Marketing, by Michael Rosen, Wiley & Sons.
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Planned Giving: Management, Marketing, and Law, 3rd Edition, by Ronald R. Jordan and Katelyn L. Quynn, John Wiley & Sons.
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Planned Giving Simplified, by Robert F. Sharpe, Sr.
Books Written for Donors or Potential Donors:
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BEYOND SUCCESS, Building a Personal, Financial, and Philanthropic Legacy by Randall J. Ottinger.
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Charity, Philanthropy, and Civility in American History, Lawrence J. Friedman and Mark D. McGarvie (2003) Cambridge University Press
Websites for Charity Research:
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www.guidestar.org
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www.charitynavigator.org
Websites and Blogs Written for Professional Advisors or Charity Staff:
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www.charitableplanning.com – Emanuel Kallina, resource for professional advisors and gift planners, subscription required; daily e-mail available
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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
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www.pgdc.com – Planned Giving Design Center – free website with excellent technical content; provides an email update daily or weekly
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www.pppnet.org – Partnership for Philanthropic Planning (fka National Committee on Planned Giving); membership organization
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Giving USA www.aafrc.org (free report on the annual highlights)
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www.eddiethompson.org – Eddie’s Blog, “The Fundraising Executive”
IRS Publications/Forms:
http://apps.irs.gov/app/picklist/list/formsPublications.html
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IRS Publication #526, Charitable Contributions
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IRS Publication #561, Determining the Value of Donated Property
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IRS Publication #1771, Charitable Contributions - Substantiation and Disclosure Requirements
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IRS Form 8283
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IRS Form 8282
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IRS Form 990
Other Publications:
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Planned Giving Today, Tom Cullinan editor, published monthly by Mary Ann Liebert, Inc. www.pgtoday.com
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Taxwise Giving, Conrad Teitell editor, published monthly by Taxwise Giving www.taxwisegiving.com