The Planned Giving Bible

It’s now online! Expanded and constantly kept current. Visit here.


The Planned Giving Bible is the ultimate planned giving desktop reference tool. It covers all of the relevant information you’ll ever need as a professional gift planner.

From simple gifts like bequests to more complicated gifts that pay income or protect assets, it covers them all, in detail. You’ll learn the ins and outs of charitable gift annuities, charitable remainder trusts, pooled income funds, donor advised funds, and more.

It is not designed to make you a tax attorney. But it surely covers just enough to almost be in that league!

Get your copy soon. It would be a sin to miss out on this guide.

How It’s Organized

  • The Simple Planned Gifts
  • Gifts That Provide Income
  • Gifts That Protect Assets

Each chapter includes a typical donor profile, benefits to the nonprofit as well as benefits to the donor.

Of course, included is our popular gift-comparison chart, some very clever infographics, and a bonus chapter on how to market planned gifts. A marketing chapter goes without saying, as we are a planned giving marketing firm


  • 8.5 x 11 inches
  • Wire-bound so it lays flat on your desk
  • Printed in 4-colors
  • About 350 pages
  • Attractively designed
  • Written in simple plain English
  • Optional: Expanded online version

ISBN-13: 978-1-942925-02-6