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
• American College of Trust and Estate Counsel
• American Council on Gift Annuities
• American Institute of Philanthropy
• Charity Navigator
• Chronicle of Philanthropy
• Community Foundations of America
• Community Foundation of Greater New Haven
• Community Foundation of Southeastern CT
• Connecticut Council for Philanthropy
• Council on Foundations
• Estate & Tax Planning Council of Eastern CT
• The Foundation Center
• Guidestar
• Hartford Foundation for Public Giving
• National Committee on Planned Giving
• Planned Giving Design Center
• Rhode Island Foundation
• Russell Investment Company
• Trusts & Estates
• Women’s Philanthropic Institute