We have an extensive collection of books and materials on planned giving, which we would be happy to share with you. The following materials are available for PDF download.
How to talk to your clients about charitable givingHow Can I Recommend a Charity without Recommending a Charity?How to Provide Neutral and Impartial Information to your ClientsGiving Advice on Charitable GivingListening for Charitable OpportunitiesThe Ethics of Recommending a Charity to Clients