Estate and Gift Planning, Tip #4

Jeff Wolf from the National Church Residences recommends the following books for start up gift planners:

My “go to” expert on planned giving recommends the following:

Robert Sharpe’s book:  Planned Giving Simplified: The Gift, The Giver, and the Gift Planner  (AFP/Wiley Fund Development Series)

Many people like Debra Ashton’s book The Complete Guide to Planned Giving.  It is probably more technical.

For real technical stuff, Planned Giving: A Guide to Fundraising and Philanthropy, by Katelyn Quynn and  Ronald Jordan