Resources & Links

Web sites offering planned giving seminars (some offer certification):

• American Institute for Philanthropic Studies, http://www.plannedgivingedu.com/
• National Planned Giving Institute, College of William and Mary, http://www.wm.edu/npgi/
• Pentera Training Seminars, http://www.pentera.com/services_training.html
• R&R Newkirk Creative Planned Gift Marketing, http://www.rrnewkirk.com/ts.html
• Sharpe Group Seminars, http://www.sharpenet.com/seminars/

Organizations:

• American Council on Gift Annuities - http://www.acga-web.org/
• Aspen Institute, Rural Development Philanthropy Learning Network, www.aspencsg.org/rdp
• Association of Fundraising Professionals - http://www.afpnet.org
• The Chronicle of Philanthropy - http://www.philanthropy.com/
• Council on Foundations - www.cof.org
• Montana Community Foundation - www.mtcf.org
• Montana Department of Revenue - http://discoveringmontana.com/revenue/css/default.asp
• National Committee on Planned Giving - www.ncpg.org
• Planned Giving Design Center, e-newsletter - www.pgdc.org
• Planned Giving On-line (Michigan State University - www.pgaol.msu.edu/

Books, Magazines & Articles:

• Ashton, Debra, The Complete Guide to Planned Giving: Everything You Need t o Know to Compete Successfully for Major Gifts, 2004, www.debraashton.com/
• Foundation Northwest, Building for the Future: A Guide to Establishing an Endowment for Your Nonprofit Organization, 2003 & Charitable Bequest Kit, 2005, Spokane, WA, in the publications section, www.inwcomfound.org
• Gary, Tracy and Kohner, Mellissa, Inspired Philanthropy: Your Step-By-Step Guide to Creating a Giving Plan, Chardon Press Series, Jossey-Bass, San Francisco, 2002, http://www.josseybass.com/WileyCDA/WileyTitle/productCd-0787964107.html
• Jordan, Ronald R. Quynn, Katelyn, Planned Giving for Small Nonprofits, Jossey Bass, 2002
• Livingston, Ron & Linda, Smart & Caring, A Donor's guide to Major Gifting, RLD Publishing, Louisville, CO, 1999
• Moerschbaecher, Lynda S., Building An Endowment Right from the Start, Precept Press, Chicago, 2001 (contains information on MT Endowment Tax Credit by Jim Soft of the Yellowstone Boys & Girls Ranch Foundation)
• Montana Code Annotated - http://data.opi.mt.gov/bills/mca_toc/index.htm
• Newman, Diana S., Nonprofit Essentials: Endowment Building, John Wiley & Sons, 2005
• Pratt, Bill, "Resources for Endowment Development?" www.mtnonprofit.org/2006ConferDocs/PrattpageforConfSite.html
• Pratt, William B., Assessing an Organization's Readiness to Develop an Endowment, Northwest Nonprofit Resources, Spring, 2006
• Price, Susan Crites, The Giving Family, Council on Foundations, Washington, D.C. 2001.
• Rosenberg, Jr. Claude, Wealthy & Wise: How you and America Can Get the Most Out of Giving, Little, Brown and Company, Boston, NY & London, l994, www.newtithing.org/content/edu.guide.html
• Rosso, Hank, "If We Only Had An Endowment Fund," Grassroots Fundraising Journal, Vol. 4 No. 3, June l985, P.O. Box 14754, San Francisco, CA
• Schmeling, David G., CFRE, Planned Giving for the One Person Development Office, Deferred Giving Services, Wheaton, IL, l998
• M. Schumacher, Edward C. & Seiler, Timothy L., Building Your Endowment, Jossey-Bass, 2003
• Smith, Craig, A. Deferred Giving: Letting the Donor Have His Cake While You Eat it Too," Foundation News, Jan.-Feb., l984
• Steele, Victoria & Elder, Stephen D., Becoming a Fundraiser: The Principals and Practice of Library Development, American Library Association, Chicago and London, 2000
• Vincent, Carol Norris, Creating and Building Endowments for Small Museums, Association of Indiana Museums, Technical Bulletin, July-August, l997, www.indianahistory.org/lhs/lhsendow.html
• Warren, Gorham & Lamont, Tax Economics of Charitable Giving, http://ria.thomson.com/EStore/detail.aspx?ID=CGI6