Other Links Page

  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

  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.

  PhilanthroTec

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

  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.

  Consultant
  List

Planned Giving and other Fund Raising Consultant listings (both free and paid). Listings maintained by Henry Vaughn. Links to other websites.

  Ohio PG
  Consultants

PG Strategies for Planned Giving, an Ohio based, fee only planned giving Consultants. Copies of 8 planned giving newsletters for professionals on line. "Evaluating a Planned Giving Consultant". Services include program development, training, marketing, seminars for donors and professional advisors, gift planning, ongoing counsel.

  Alabama
  Colorado
  Indiana
  Texas

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, Laura Hansen Dean, Cynthia Wilson Krause, Betsy Mangone, and Kathryn W. Miree.

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 ….

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.

Newspaper covering a variety of issues of interest to the nonprofit community.

Charitable Gift Planning News by Moerschbaecher, McCoy & Simmons. Dallas, TX. (214) 978-3325. Published Monthly. For understanding the tax and legal aspects of planned giving.

Every issue of this eight-page, monthly newsletter includes in-depth interviews with front-line, in-the-trenches planned giving officers in which they talk frankly about what works and what doesn't. Result: readers get clear, timely, field-tested information expressly designed to help them "grow" productive planned giving programs. A one-year subscription is $150.00.

Order on-line at ... http://www.premieradministration.com
or call, toll-free, 1-877-PGC-0499. You may also request a complimentary sample issue.

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

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

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

By Conrad Teitell, Old Greenwich, CT. (203) 637-4553 Published Monthly.