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Planned Giving Software | Planned Giving Consultants
Associations and Organizations | Books | Publications
(Click on these links to go directly to that section, or scroll.)
This page updated October 14, 2008.

Planned Giving Software

Crescendo

Planned Giving Software by Comdel, Inc. Planned Giving Marketing Software, including Crescendo Pro ($1,495), Crescendo Estate, Crescendo Lite. Crescendo Plus. Website has AFR rates, ACGA Annuity rates, Article of the Month, Case of the Week
http://www.crescendosoft.com

PG Calc

Planned Giving Software by PG Calc Incorporated. Planned Giving marketing and planned gift management and reporting software. Planned Giving Manager ($1,795), Mini Manager, Gift Wrap, Pooled (Income) Fund Organizer, Universal Sub Account Organizer.
http://www.pgcalc.com

PhilanthroTec

Planned Giving Software (since 1983). The Charitable Scenario $1,895). Charitable Planning Questionnaire (6 page data collection form for planned giving, $1 each).
http://www.ptec.com

BIPS

Bequest Income Processing Software by Bipster, Easy to use database software automates processing of both realized bequests and bequest expectancies. Manages record keeping, reporting and virtually automates the communications process.
http://www.bipster.com

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Planned Giving Consultants

Consultant List

Planned Giving and other Fund Raising Consultant listings (both free and paid). Listings maintained by Henry Vaughn. Links to other websites.
http://charitychannel.com/consultants/

Alabama
Indiana

A Strategic Alliance of Gift Planning Professional Consultants. Planned Giving Audit/Readiness Assessment, Program Design and Implementation, Charitable Gift Planning, Board and Staff Training, Pamela Davidson, and Kathryn W. Miree.
http://www.giftplanners.com

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Associations and Organizations

NCPG

National Committee on Planned Giving. A federation of more than 105 local planned giving councils, representing more than 10,000 planned giving officers and related professionals, whose mission is to facilitate, coordinate and encourage the education, training and communication among the many different professionals in this community.
http://www.ncpg.org

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Books

Debra Ashton

The third edition of the most popular book on Planned Giving "The Complete Guide to Planned Giving" is now available! The first two editions (published in 1988 and 1991) have long been out of print, and this completely revised and updated Third Edition, some 565 pages long, and 3 plus years in the writing, with a published price of $95.00 plus $6.95 S&H, is NOW available for direct purchase from Debra's website (see link below). Every planned giving library needs this book. If you ONLY have a budget for ONE planned giving "how-to-do-it" book, this one is it. There is a reason why it is called "The Blue Bible" of Planned Giving. Book is self-published by Ashton Asociates, 24 Robertson Street, Quincy, MA 02169 .... See details about it ... and order direct from...
http://www.debraashton.com

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Publications

Planned Giving Today

A practical newsletter for planned giving professionals, written by planned giving professionals. Marketing and Development oriented on how to establish and promote a planned giving program, develop donor relationships and deal with technical aspects of planned gifts. "How To" Book Series. Reprintable Marketing Articles.
http://www.pgtoday.com

Chronical of Philanthropy

Newspaper covering a variety of issues of interest to the nonprofit community.
http://www.philanthropy.com

Trusts and Estates

The Journal of Wealth Management for Estate Planning Professionals. 6151 Powers Ferry Road NW, Atlanta, GA 30339.

The Tidd Letter

By Jonathan Tidd, West Simsbury, CT. (203) 651-8937. Published monthly. $85.00 a year.

Charitable Giving Tax Service

Charitable Four volume looseleaf tax service, updated bi-monthly. Published by R&R Newkirk Willow Springs, IL (800) 342-2375.

Taxwise Giving

By Conrad Teitell, Old Greenwich, CT. (203) 637-4553 Published Monthly.
http://www.taxwisegiving.com/

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Please Contact Planned Giving ResourcesSM of changes or corrections.


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