Resources
Books
For Nonprofit Staff

How to Raise Planned Gifts by Mail

Emerson & Church, (508) 359-0019, $24.95  buy now

 

The Complete Guide to Planned Giving, 3rd Edition

Ashton Associates, (617) 472-9316, $95  buy now

 

Women, Wealth and Giving: The Virtuous Legacy of the Boom Generation

John Wiley & Son, $49.95  buy now

For Professional Advisors
Tools and Techniques of Charitable Planning, 2nd Edition

The National Underwriter Company, (800) 543-0874, $94.95  buy now

 

Tax Economics of Charitable Giving
Warren, Gorham and Lamont of RIA, (800) 950-1216, $250  buy now

 

Harnessing the Power of the Charitable Remainder Trust, 8th Edition

PhilanthroTec, (800) 332-7832, $129.95  buy now

 

Web Sites
Technical Gift Planning Information
CharitablePlanning.com (monthly cost)
General

Planned giving social network on Ning

Charity Research

GuideStar

Charity Navigator


Downloadable Guides
Discovering the Secret Giver
InsightReport

The Stelter Company combined forces with the nationally renowned research firm Selzer & Company Inc. to provide groundbreaking research into who names charities in their wills, when and why. Our discovery? The audience that most gift planners target today may represent only the tip of the iceberg.

Readership and Response
Readership and Response

To help unravel the mysteries behind creating effective mail pieces, we gathered some essential tips in a new publication, Readership and Response: A Guide to Effective Direct Marketing. Inside you’ll find a collection of best practices, techniques and ideas you can try today to start improving your mailings.

How to Apply for a Nonprofit Mailing Permit
guide

Every cent of your organization’s money counts when you practice good stewardship, so make time to apply for reduced postage rates from the Postal Service. The rates you pay in Nonprofit Standard Mail are approximately 40 percent lower than the regular rate charged to commercial mailers. Ready to get started? We’ve collected all the forms and information you need in our downloadable guide.

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