Posts tagged ‘CFRE Resource Reading List’

March 10, 2015

Want a FREE Book? How about 2 FREE Books?

From time to time, I come across truly special offers that I’m pleased to share with you.

Today, I want to give you the chance to get not one, but two, FREE books about planned giving written by Texas Tech University researcher Russell James, JD, PhD, CFP:

Visual Planned Giving: An Introduction to the Law & Taxation of Charitable Gift Planning

Visual Planned GivingThis textbook is written specifically for fundraisers or financial advisors seeking to expand their knowledge about charitable gift planning. This introductory book addresses all of the major topics in planned giving law and taxation and features over 1,000 full-color illustrations and images that guide you through complex concepts in a visual and intuitive way. Distilled from his years of teaching Charitable Gift Planning at the undergraduate and graduate levels, James makes this topic accessible and enjoyable for the busy professional.

Here are some of the things you’ll learn:

• The secret to understanding planned giving

• A super simple introduction to taxes

• How to document charitable gifts

• Valuing charitable gifts of property

• Special techniques for donating retirement assets, private foundations and donor advised funds

• And much more!

The paperback version of this book retails for $187.98. However, you can get the electronic version for FREE thanks to my friends at MarketSmart, just click here.

American Charitable Bequest Demographics

This book provides an extensive review of the changing nature of American charitable estate planning from 1992-2012 and includes over 50 charts and graphs. James presents information in a simple, visual fashion with each page containing a graph or chart, comments on the importance of the information, and details about the methodology behind the data. Much of the information presented comes from a long-running, nationally-representative, longitudinal survey including information about the final estate distributions from over 10,000 survey respondents who have died during the study.

• Major sections include:

• National demographic trends

• Trends in charitable plans among those aged 55+

• Examination of matured plans of deceased respondents

• Timing of charitable plan changes

• And much more!

The electronic version of this book retails for $9.99. However, thanks to James, you can get it for FREE when you subscribe to this blog site in the right-hand column. You’ll receive an email confirmation of your subscription that will contain a link to the book. (I recognize that your privacy is important, so I assure you that your email address will never be sold.)

Now that I’ve saved you a bundle of money, I’d like to suggest some books you can purchase that will inspire and help you achieve greater results. When you make your purchase, usually at a discount, at The Nonprofit Bookstore (powered by Amazon), a portion of every sale will be donated to charity.

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December 20, 2013

Have You Read Any Good Books Lately?

Wise fundraising professionals, nonprofit managers, consultants, and volunteers, often seek out the latest, greatest ideas, and have an interest in stories that can inspire.

If you are like many in the nonprofit world, you read books to discover the ways to generate improved results or to find inspiration.

Bookworm by PMillera4 via FlickrNow, I invite you to share the favorite book(s) you’ve read in the past year. Please use the “Leave a Reply” section below to provide the title and author of any fundraising, nonprofit management, or philanthropy book that you found particularly worthwhile to read. The book you recommend can be either a classic or a new title.

The objective here is to build a list of worthwhile books we should all consider adding to our 2014 reading lists.

By recommending a book here, you’ll get three benefits:

1. You’ll have the pleasure of helping your nonprofit brothers and sisters find worthwhile material that can help them and their organizations.

2. You’ll be entered into a drawing to win a free copy of my bestselling book, Donor-Centered Planned Gift Marketing. I’m honored to have won the AFP/Skystone Prize for Research in Fundraising and Philanthropy for this book. In addition, I’m pleased that my book has been placed on the CFRE International Resource Reading List because my goal was to get this valuable, practical information to as many people as possible. If you already have a copy (Thank you!), I’ll donate the winning copy to your favorite charity. One winner will be randomly selected on January 10, 2014.

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September 2, 2011

You Don’t Really Need Another App … or Do You?

So, you’re one of the cool kids. You own a smartphone such as an Android device or Apple iPhone. You’re in good company. A study from the Pew Internet and American Life Project (May 2011) reveals that 42 percent of cell phone users now own a smartphone. Incidentally, 83 percent of American adults now own some type of cell phone.

Perhaps you own one of the 28.73 million iPads that have been sold worldwide. Or, maybe you own another tablet device.

If you own a smartphone or tablet computer, you’re no doubt familiar with Apps, those little pieces of software that allow us to check email, pick a restaurant, search the Internet, or kill pigs by tossing Angry Birds at them, etc. There are over 425,000 Apps for the iPhone and over 480,000 Apps for Android phones. I’m not even counting the Apps for tablet devices. So, do we really need another App?

Well, I happen to believe there’s room for at least one more App. This one is just for those working for or volunteering with nonprofit organizations. The App is the Nonprofit Manager’s FAQ from the good people at Jossey-Bass/Wiley publishing. While an App like Angry Birds might help you pass the time, the Nonprofit Manager’s FAQ will help you pass your time more productively by answering your questions, helping you improve results, allowing you to preview outstanding books for nonprofits, and making buying those books from your favorite online retailer as easy as possible.

As the publisher describes it:


[In the Nonprofit Manager’s FAQ] App, you’ll find answers to your most critical nonprofit management questions and challenges. Painstakingly culled from new and bestselling Jossey-Bass/Wiley books and resources written by leading minds and organizations in the field, this App brings together tips and guidance on how to work more effectively in the nonprofit field. Designed for busy professionals, this App offers brief insights on every aspect of nonprofit work including Boards, Management, Marketing, Finance, Fundraising and Legal. New content will be added on a regular basis so download this trusted resource today! Features include: The ability to search and browse all content, pick and save your favorite answers and content, share your discovery via Facebook, Twitter and email, and adjust the text size. You can also discover the sources of the content as well links to websites for the authors and organizations behind it.”

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