Resources:

• Caswell Zachry Grizzard- Comprehensive and custom educational, marketing and motivational materials and services solutions which exceed your planned giving expectations
• Blackbaud - creators of Raiser’s Edge and other innovative software, services and e-solutions
• Target Analytics - prospect research solutions, including custom modeling and wealth identification services
• ACT! - #1 best-selling, highly customizeable contact manager
• Peak Consulting - personalized computer services with hardware or software upgrades, training or customization of ACT!, Wired Contact, ACT! for Palm OS or data conversion
• American Council on Gift Annuities - publishes the charitable gift annuity rates recommended by most charities
• PG Calc - Easy-to-use, flexible and effective gift planning and administration software
• Michael Patterson - With more than 30 years experience as a writer, editor and development officer, Mike Patterson specializes in crafting direct mail and other fund-raising materials aimed at generating planned giving leads. Contact him at mpatters@arthritis.org
• Henry & Associates - Vaughn Henry - extensive array of gift and estate planning resources for professionals
• Fund Evaluation Group - an objective, full-service investment consulting firm whose main purpose is to advise fiduciaries of endowments, foundations, and others in the development, enhancement and evaluation of their investment programs
• Partnership for Philanthropic Planning - formerly known as the National Committee on Planned Giving - the voice and professional resource for the planned giving community
• Pentera - André R. Donikian, J.D., - 4 day comprehensive planned giving school and 3 day advanced planned giving seminars
• Planned Giving Services - Frank Minton - one of America's foremost authorities on charitable gift annuities
• Planned Giving Today - Roger Schoenhals - the premier monthly publication serving the planned giving community. Known as the practical newsletter for education, information, inspiration, and professional linkage, PGT helps gift planners enable others to give generously
• Stelter - 3 day relationship building seminars
• James P. Cecil Company, Inc. – marketing solutions adaptable to the planned giving field
• Crescendo - planned giving software, e-marketing and training services
• Retriever Development Counsel - Kevin Johnson - jump starting planned giving programs and campaigns, integrating gift planning into campaigns, and helping charities and donors work together to maximize results

• Planned Giving Today- The Practical Newsletter for Gift-Planning Professionals - G. Roger Schoenhals, Publisher and Editor
• The Artful Journey - Cultivating and Soliciting the Major Gift (2nd ed.) by William T. Sturtevant (219 pages)
• Tiny Essentials of Writing for Fundraising by George Smith, White Lion Press (57 pages)
• The Art of Planned Giving; by Douglas E. White (362 pages)
• Asking by Jerold Panas (112 pages)
• The Complete Guide to Planned Giving by Debra Ashton - the "Blue Bible" is the most complete, practical guide ever written on planned giving; it should be required to be open on every planned giving officer's desk!
• Relationship Fundraising by Ken Burnett (342 pages)