Here are a variety of resources on Planned Giving.
From the AFP Information Exchange. These papers require member login.
Quantifying the Wealth Transfer Opportunity: CLATS and Intra-Family Loans - Bernstein Global Wealth Management (Posted 01/03/11)
Reeling, Rolling and Reining in "Shark-Fin" CLATS - Bernstein Global Wealth Management (Posted 01/03/11)
Special Report: The Future of Planned Giving-Top 10 Challenges Every Long-Term Nonprofit Faces – Planned Giving Strategies (PGS) LLC (Posted 010/18/10)
How the Right Marketing Strategies Can Enhance Your Planned Giving Program - Blackbaud Inc./Lawrence Henze, J.D. (Posted 04/12/10)
The Strategic Uses of Philanthropy - Bernstein Global Wealth Management (Posted 02/22/10)
23 Planned Giving Terms You Should Know: A Glossary of Common Terms - Blackbaud Inc./Katherine Swank, J.D. (Posted 02/22/10)
Making Planned Giving Work for You: Planned Giving Strategy Tips for Every Organization - Blackbaud Inc./Lawrence Henze, J.D. (Posted 02/01/10)
Marketing Planned Gifts - Norman Olshansky (Posted 01/25/10)
Are You Ready to Start a Planned Gift Program? How to Choose the Right Gift Vehicles to Promote and Accept – Blackbaud Inc./Katherine Swank, J.D. (Posted 11/17/09)
Gift Planning: You Can't Afford Not To - Richard H. Morley and Mike Gaudette (Posted 08/10/09)
Also from AFP
From other sources.
Website Resource: The Planned Giving Design Center:
We collect articles on Estate Planning on our blogs. A selection is here