Books and Publications

Planned Giving for the One Person Development Office: Taking the First Steps, David Schmeling, published by Deferred Giving Services, updated August 2000, 210 pages, $44.00, plus $4 shipping. To order, fax (630) 682-4301 or E-mail to Schmeling@aol.com. This excellent book contains solid information for understaffed organizations about starting a planned giving program. Includes gift plan models.

Grass Roots Fundraising Journal:
"Getting Ready for Planned Giving: Reviewing Your Market," Vol.10:3, 1991.
"Getting Started in Planned Giving," Vol. 10:4, 1991.
"Getting Started in Planned Giving, Part 2-Beyond the Bequest: Other Kind as Planned Gifts" Vol. 10:5, 1991.
"Introducing Your Planned Giving Program," Vol. 10:6, 1991.

These articles, by Kim Klein, are extremely useful and informative. Each issue is $5 and can be ordered from Chardon Press, 3781 Broadway, Oakland, CA 94611, call (888) 458-8588, fax (510) 596-8822 or visit www.chardonpress.com.

Consultants and Other Resources

National Committee on Planned Giving, 233 McCrea Street, Suite 400, Indianapolis, IN 46225, call (317) 269-6274, fax (317) 269-6276, E-mail to ncpg@iupui.edu or visit www.ncpg.org. NCPG publishes a quarterly newsletter and other materials, runs an annual educational conference, conducts research, and sets professional standards for fundraisers. The Committee also has local affiliates called planned-giving councils, which hold regular meetings and can provide high quality advice to people who need help arranging complicated types of gifts.

Community foundations, universities and hospitals, large nonprofit organizations and nonprofit resource centers are all good sources of additional information and advice on bequest and planned giving strategies and training opportunities.

Experian Marketing Services, Schaumburg, Illinois, (561) 737-7477, for adding birth dates and other demographic information to prospect lists.

There are many firms/consultants who provide advice and information on planned giving. Consult your local directory for more information. A few are listed below to get you started. Some of them also produce high-quality, affordable materials on bequests and other forms of planned giving and offer training, which funders may be willing to underwrite. Some have free newsletters and other interesting materials.

John W. Jensen & Associates, 5509 N. 10th Street, Arlington, VA 22205, (703) 534-4363, fax (703) 534-4374, E-mail: jwjensen@aol.com.

Retriever Development Counsel, LLC provides leadership coaching, strategic planning, board retreat facilitation, and fundraising and fundraising campaign guidance.

Deferred Giving Services, David Schmeling, CFRE, 614 South Hale Street, Wheaton, IL 60187, (603) 682-4301, E-mail: Schmeling@aol.com.

Robert F. Sharpe & Co., 5050 Poplar Ave., #700, Memphis, TN 38157, (800) 238-3253, www.rfsco.com.

R & R Newkirk, 213 S. Archer, #20, Willow Springs, IL 60480, (800) 342-2375, www.rrnewkirk.com.

Zimmerman-Lehman, 582 Market Street, Suite 1112, San Francisco, CA 94104 (415) 986-2048, (800) 886-8330, www.zimmerman-lehman.com.

Training

There are hundreds of entities offering training in planned giving. Here are just a few:

Estes Associates, Woodbridge, CT, (203) 393-3159
Institute for Charitable Giving, Chicago, IL, (800) 234-7777, www.instituteforgiving.org
John Brown Limited, Peterborough, NH, (603) 924-3834, www.johnbrownlimited.com
National Planned Giving Institute, Williamsburg, VA, (800) 249-0179, www.wm.edu/npgi
The Fundraising School, Indiana University Center on Philanthropy, Indianapolis, IN, (800) 962-6692, www.philanthropy.iupui.edu
R & R Newkirk, Willow Springs, IL, (800) 342-2375, www.rrnewkirk.com
Robert F. Sharp & Co., Memphis, TN, (800) 238-3253, www.rfsco.com
Sinclair, Townes & Company, Atlanta, GA, (404) 688-4047, www.sinclairtownes.com

Web Sites

Here are a few additional web sites where you can find more information on bequests and planned giving:

www.pgcalc.com
PGCALC is a company that sells planned giving software. This site is particularly good for advice on how to develop a Planned Giving web page.

www.prin.edu/giving/giftplanning/bequests
This link provides a nice example of bequest information on a web page.

www.pgtoday.com
Planned Giving Today is a newsletter for gift-planning professionals. The site has some good articles, as well as links to other sites, books and products.

www.tnc.org
The Nature Conservancy’s web site has a wealth of information about bequests and other kinds of planned gifts. Just click on “Estate Planning” and then on “Legacy Club”, or “Gift Options” to read more about bequests and other planned gifts.