FREE tips, tools and templates
Legacy Giving and Other Fund Development Resources
The following web resources represent a variety of categories of information about legacy giving, philanthropy and the nonprofit sector. Inclusion on the list does not represent an endorsement by Legacy Giving. If you have suggestions for additions or corrections to the list, please contact us at webresources@legacygiving.com. Most listings are cited only once but may have been placed in other categories. Be sure to check additional areas.
Planned Giving
American Council on Gift AnnuitiesEducational and other services to charities regarding gift annuities.
International Gift Planning Alliance
Addresses Canadian, European and U.S. planned giving.
Partnership for Philanthropic Planning
Formerly National Committee on Planned Giving; access to 125+ local councils.
General Fundraising
American Association of Fundraising CounselCharities and giving trends.
American Charities for Reasonable Fundraising Regulation
Combats excessive regulation.
Association of Fundraising Professionals
Largest association for nonprofit fundraisers.
Association of Healthcare Philanthropy
Development professionals in healthcare.
Association of Professional Researchers for Advancement
Comprehensive listing of software vendors and consultants.
BoardSource
Training on boards and written material on governance issues.
Council for the Advancement and Support of Education
Includes comprehensive listing of software vendors and products.
Council for Aid to Education
Empirical data on private giving to education, among other things.
International Association of Advisors in Philanthropy
Professional advisors mastering and promoting client-centered philanthropic planning.
Books
The Complete Guide To Planned GivingThird decade of use now its third edition.
Management and Reporting Standards
policies for reporting annual and campaign gifts.
Planned Giving Simplified
An introduction
Planned Giving Today
Monthly print newsletter for over 30 years with many marketing.
Tax Aspects of Charitable Giving
Highly technical.
Tax Economics of Charitable Giving
Technically complete yet written for the lay person.
The Tools and Techniques of Charitable Planning
Practical and technical guide on tools and techniques.
Publications
Planned GivingJournal of Gift Planning
Quarterly magazine about gift planning, published by PPP (formerly NCPG).
Mitchell, Silberberg and Knupp
Legal firm publishing articles on planned giving issues.
Planned Giving Mentor
Monthly newsletter for those new to the gift planning field.
Planned Giving Today
Oldest and largest circulation monthly newsletter; includes marketing samples.
R&R Newkirk Publications
Publishes Charitable Giving Tax Service.
Planned Giving Listserv & Blogs
Gift-PLListserv for PPP (formerly NCPG) members to discuss planned giving questions.
Planned Giving on Yahoo Groups
Listserv for fundraisers and professional advisors to discuss planned giving questions and issues.
The Planned Giving Blogger
Phyllis Freedman focuses primarily on the marketing side.
Planned Gift Blogspot
Jonathan Gudema focuses more on the technical side.
General Fundraising
Charity Channel
Connecting nonprofit professionals worldwide.
The Chronicle of Higher Education
News, information, and jobs for college and university faculty members and administrators.
The Chronicle of Philanthropy online edition
Bi-weekly newspaper for nonprofits; weekday online version is mostly free.
Contributions Magazine
Newspaper for fundraising and advancement technology professionals.
Foundation Center
Largest resource on foundations
Fund Services
Website with articles on advancement services issues.
IRS, Charities and Nonprofits on the IRS website
Tax information.
IRS, Form 78
List of all charities.
The Nonprofit Matrix
Online guide to commercial asp and portal providers for nonprofit organizations.
The NonProfit Times
Print and online newspaper for nonprofits.
Schiff and Harden
Legal firm publishing articles on non-profit issues.
TechSoup
Technology resource for news, features, message boards, discounted software alerts, etc.
Products & Services
Communications and Marketing
EDS Endowment ServicesNewsletters, websites and other marketing materials.
Fundraising Management
The complete Blackbaud software and products listing.
Future Focus
Planned giving websites.
Legacy Leaders
Integrated telephone and mail marketing for legacy gifts.
The Planned Giving Company
Planned giving marketing materials including postcard mailers.
Pentera
Planned giving newsletters, websites and other marketing materials.
R&R Newkirk Publications
Produces planned giving newsletters for donors and professional advisors.
Ruffalo Cody
Telemarketing services for annual fund and legacy gifts.
Stelter
Planned giving newsletters, websites and more.
The Sharpe Group
Philanthropic planning resources.
Virtual Giving
Planned giving websites.
Software
BIPSBequest tracking software.
Crescendo Interactive
Planned giving calculation software and many other services.
Ebase
Free internet downloadable development and fundraising database software.
PG Calc
Planned giving calculation software and many other services.
Lyric Systems - Fundraising Systems Consulting
Contact list for most fundraising software packages.
PhilanthroCalc
Planned giving calculation software.
Technical
Advanced Settlements, Inc.Markets and sells gifts of life insurance policies.
The American College
Sponsors of the CAP (chartered advisor in philanthropy) certificate designation.
American Institute for Philanthropic Studies
Sponsors of the CSPG (certified specialist in planned giving) designation.
Breus Group
Appraisals for charitable and life insurance gifts.
Charitable Solutions
Gift annuity services and gifts of non-cash assets.
Death and Taxes
Insurance and financial planning matters related to charitable giving.
Kathryn Miree and Associates
Consulting firm publishing articles and forms on gift planning issues.
North Common Associates
Consulting and publishing firm for legacy giving and advancement services.
Organizers Collaborative
Pools funds and time of donors and volunteers to provide free software and technical assistance.
The Planned Giving Design Center
Technical information relating to planned giving.
Asset Management & Administration
Bank of AmericaBNY Mellon Wealth Management
Dechomai Foundation
Fifth Third Bank
JP Morgan
Kaspick & Company
KeyBank
The Merrill Lynch Center for Philanthropy & Non-Profit Management
Mutual of Omaha
Northern Trust
PNC Bank
SunTrust Bank
Wells Fargo Bank Charitable Management Group
TIAA-CREF Trust Company
Wachovia Nonprofit and Philanthropic Services
State Street Global Advisors
Univest Foundation
US Bank Charitable Services Group
