Resources

Book
By:
Craig C. Wruck
More than just a planned giving manual, Planned Giving in a Nutshell provides a concise overview of Federal tax incentives for charitable giving, charitable gift methods donors can use to make generous planned gifts, and the assets donors may wish to contribute as well as the integration of planned giving in a comprehensive fundraising program. In order to successfully negotiate complex charitable gifts development officers need to understand the concepts of charitable gift planning and be able to explain them in clear and convincing language.
Report
21/64 and the Johnson Center for Philanthropy
A relatively small group of Generation Xers and Millennials will inherit over $40 trillion in wealth, much of that designated for philanthropy. In this first-of-its-kind research, the Johnson Center and...
Report
CompassPoint Nonprofit Services and the Evelyn and Walter Haas, Jr. Fund,
This study reveals that many nonprofits are stuck in a vicious cycle that threatens their ability to raise the resources they need to succeed. A joint project of CompassPoint and...
Report
Association of Donor Relations Professionals
Donor stewardship is the comprehensive effort of any nonprofit that seeks philanthropic support to ensure that donors experience high-quality interactions with the organisation that foster long-term engagement and investment. This...
Report
Adessy Associates
Donors are more likely to identify practical and personal motivations for philanthropy, but prioritise idealistic and altruistic considerations, a report published in September by philanthropy advisors Adessy Associates suggests. Constructive...
Book Review
It is always good to declare one’s biases so I confess that I picked up this book expecting to find it weak on substance and, at best, inadequate. Scathing reviews of the book helpfully provided by people who knew I...
Book List
This book works through the building blocks for developing a programme of major gift giving, including strategy, research, cultivation, making the ask and good stewardship once the cheque is received. No quick results are promised, the foreword warns, "There are...
Fundraising Standards Board
Organisation
The Fundraising Standards Board is an independent and voluntary scheme to raise fundraising standards in charities.