Book on Legacy Giving

Craig Wruck's 2013 book called, "Planned Giving in a Nutshell" gives the one person office practitioner a complete "nuts and bolts" (sorry) overview of gift planning in a straight forward and readable fashion. Even though it is a very detailed work one does not get overwhelmed by the details.  Very readable which is unusual of such a work.  Worth the read for folks implementing legacy giving in their organization. Love the "school book" type of format that makes complicated information very accessible.

One place to purchase this book - Click here

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