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Open access books

The Storytelling Fundraiser: The Brain, Behavioral Economics, and Fundraising Story
The Epic Fundraiser: Myth, Psychology, and the Universal Hero Story
The Primal Fundraiser: Game Theory and the Natural Origins of Effective Fundraising
The Socratic Fundraiser: Using Questions to Advance the Donor’s Story
Visual Planned Giving: An Introduction to the Law and Taxation of Charitable Gift Planning
Inside the Mind of the Bequest Donor: A Visual Presentation of the Neuroscience and Psychology of Effective Planned Giving Communication

Open access videos

The Storytelling Fundraiser

The Epic Fundraiser

The Primal Fundraiser

The Socratic Fundraiser

Visual Planned Giving

Open access articles

A 25 year national study of charitable planning additions, deletions, and ultimate estate transfers

Results from 360 years of national data on charitable bequest gifts

Analysis of lost bequest gifts from legacy society members

For other articles (full list is here) please connect with me via LinkedIn or email

The Graduate Certificate in Charitable Financial Planning (Online)

The graduate certificate consists of four graduate courses. Each are three semester credit hours, for a total of twelve hours. These typically include:
PFP 5325: Introduction to charitable planning
PFP 5326: Advanced charitable planning for large estates
PFP 5327: Charitable giving - research, theory, and marketing
PFP 5328: Planned giving - demographics and decision-making
Click here for more details

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