Visual Planned Giving: Law and Tax
The Storytelling Fundraiser
The Epic Fundraiser
The Primal Fundraiser
The Socratic Fundraiser
The Biblical Fundraiser Series
Inside the Mind of the Bequest Donor
Joyful Wealth Management Bible Study
Fundraising Myth and Science Series
All Slide Decks
Visual Planned Giving: Law and Tax
The Storytelling Fundraiser
The Epic Fundraiser
The Primal Fundraiser
The Socratic Fundraiser
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 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
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