
Resources
Introduction to Estate and Gift Taxes, Internal Revenue Service (Pub950)
Wealth in Families by Charles Collier
Values-Based Estate Planning by Scott Fithian
How to Say it to Seniors by David Solie
Inspired Philanthropy: Your Step by Step Guide to Creating a Giving Plan by Tracy Gary
The Giving Family: Raising our Children to Help Others by Susan Crites Price
The Millionaire Next Door by Thomas Stanley and William Danko
Giving: Philanthropy for Everyone: Practical Answers from America’s Foremost Charitable Planning Authorities by Robert Esperti, Renno Peterson & Eden Rose Brown
The Soul of Money by Lynn Twist
Money and the Meaning of Life by Jacob Neeleman
Online:
American Bar Association |
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American College of Trust and Estate Counsel |
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American Council on Gift Annuities |
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American Institute of Philanthropy |
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Charity Navigator |
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Chronicle of Philanthropy |
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Community Foundations of America |
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Community Foundation of Greater New Haven |
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Community Foundation of Southeastern CT |
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Connecticut Council for Philanthropy |
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Council on Foundations |
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Estate & Tax Planning Council of Eastern CT |
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The Foundation Center |
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Guidestar |
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Hartford Foundation for Public Giving |
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National Center for Family Philanthropy |
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National Committee on Planned Giving |
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Planned Giving Design Center |
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Planned Giving Today |
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Rhode Island Foundation |
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Russell Investment Company |
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Trusts & Estates |
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Women’s Philanthropic Institute |
