Outside Materials

Studies:

• Doing Well by Doing Good, published by The Philanthropic Initiative, Inc. (“TPI”), available at http://www.tpi.org.
• The Donor Advisor: The Critical Role of the Advisor in Family – Philanthropy, published by the National Center for Family Philanthropy (“NCFP”); available at http://www.ncfp.org/advisor-main.html.
• Doing Well by Doing Good In California—Improving Client Service, Increasing Philanthropic Capital: The Legal and Financial Advisor's Role, also at the TPI site (under Promoting Philanthropy/Advisor Resources).
• What California Donors Want – In their Own Voices, also at the NCFP site.
• The Allianz American Legacies Study, https://www.allianzlife.com/MediaCenter/AmericanLegacies.aspx

Publications:

• Fithian, Scott C., VALUES-BASED ESTATE PLANNING: A STEP-BY-STEP APPROACH TO WEALTH TRANSFER FOR PROFESSIONAL ADVISORS (John Wiley &Sons, Inc. 2000).
• Link, E.G., “Jay”, FAMILY WEALTH COUNSELING: GETTING TO THE HEART OF THE MATTER, (Professional Mentoring Publishers 1999).
• Livingston, Richard & Linda, SMART & CARING: A DONOR’S GUIDE TO MAJOR GIFTING (Self Published 1999).
• Gaudiani, Claire, THE GREATER GOOD: HOW PHILANTHROPY DRIVES THE AMERICAN ECONOMY AND CAN SAVE CAPITALISM (Henry Holt & Co. 2003)
• The Journal of Practical Estate Planning (CCH Publication, Bi-monthly periodical)
• Greiff, Barrie Sanford LEGACY: THE GIVING OF LIFE’S GREATEST TREASURES (HarperCollins 1999).
• Hallowell, Edward M., M.D., CONNECT (Pantheon 1999).
• Stanley, Thos. J. and Danko, William D. THE MILLIONAIRE NEXT DOOR (Simon & Schuster 1996)
• Baines, Barry K. ETHICAL WILLS: PUTTING YOUR VALUES ON PAPER (Perseus Publishing 2002).
• Riemer, Jack & Stampfer, Nathaniel, SO THAT YOUR VALUES LIVE ON—ETHICAL WILLS AND HOW TO PREPARE THEM (Jewish Lights Press 1991).
• Collier, Charles W., WEALTH IN FAMILIES (Harvard University Press 2001).
• Gary, Tracy & Kohner, Melissa, INSPIRED PHILANTHROPY(2nd Ed. Jossey-Bass 2002).
• Maister, David, Green, Charles, & Galford, Robert, THE TRUSTED ADVISOR (Touchstone Books/ Simon & Schuster 2000)
• Kline, Nancy, TIME TO THINK (Ward Lock Books 2001)
• McCarthy, Kevin W., THE ON-PURPOSE BUSINESS, (Pinon Press 1998)
• Williams, Roy & Preisser, Vic, PHILANTHROPY HEIRS & VALUES (Robert D. Reed Publishers 2005)
• Rafferty, Renata J., DON’T JUST GIVE IT AWAY: HOW TO MAKE THE MOST OF YOUR CHARITABLE GIVING (Chandler House Press 1999) (Note: New edition expected in December, 2005)
• Festen, Marcia & Philbin, Marianne, HOW EFFECTIVE NONPROFITS WORK (Forum of Regional Associations of Grantmakers 2002)