Open-access books (in print at Amazon)
Open-access audiobooks / videos / slide decks
Open-access research articles
- Data on fundraising ROI at Muslim, Christian, Jewish, and secular nonprofits
- Data on Islamic philanthropy in the U.S.
- Small gift examples in bequest marketing
- Data on charitable bequest document changes
- Data from 360 years of U.S. charitable bequests
- Data on legacy society member bequest gifts
For other articles (full list is on cv 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 is 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