Local Resources:

• Community Foundation of Sarasota County
• Gulf Coast Community Foundation of Venice
• Manatee Community Foundation
• William G. Selby and Marie Selby Foundation
• SW FL Chapter of the Association of Fundraising Professionals (AFP)
• Association of Fundraising Professionals International
• Sarasota Chamber of Commerce
• Manatee Chamber of Commerce
• Venice Chamber of Commerce
• Sarasota Herald Tribune
• Bradenton Herald-Tribune

National Resources:

• Partnership for Philanthropic Planning
• American Council on Gift Annuities
• The Chronicle of Philanthropy
• Indiana University Center on Philanthropy
• CASE
• Guidestar
• Internal Revenue Service
• Smart Money (provides personal & retirement financial planning tools)
• National Leave a Legacy
• Council on Foundations

CD Library

To check out a past virtual seminar CD from the library of the Nonprofit Resource Center at the Community Foundation of Sarasota County, you may contact Nicole Martin at (941) 556-7106 or Nicole@cfsarasota.org.

CD Topics are:

• "Charity Begins at the Home (or on the Farm): Dealing with Remainder Interest Gifts"  J. William Gray, Jr.
• "Communicating Investment Results"  Craig C. Wruck
• "Complex Charitable Real Estate Gifts: Issues and Solutions"  Allen F. Thomas, Charles O. Mahaffey, Jr.
• "Counting Planned Gifts Toward Campaign and Fundraising Goals", Bruce E. Bigelow
• "Determining Your Client's Capacity to Make a Planned Gift", Neil J. Boyd & Kathy Busey
• "Donor Centered Gift Plan Marketing" Brian M. Sagrestano
• "Funding Charitable Split-Interest Trusts with Difficult Assets"  David Leibell,  Daniel L. Daniels
• "Gushing with Gifts! A Well of Marketing Strategies That Work"  Jackie W. Franey
• "How to Draft and Implement Effective Gift Planning Policies and Procedures"  Phillip M. Purcell
• "How to Survive the Dis-Integration of Planned Giving Programs"  Robert F. Sharpe, Jr.
• "How to Talk to Prospects"  James Gilliespie,  Pamela J. Davidson
• "Ignite and Inspire Female Philanthropists"  Barbara A. Culver, Kelly J. Lang
• "Is Your Gift Annuity Program Sick or Healthy? Diagnosing and Treating Gift Annuity Risk"  Gary M. Pforzheimer
• "Kitchen Table Philanthropy: Simplifying the Choices for Generational Philanthropy" by Kathryn Miree."
• "Managing Donated Life Insurance Policies"  John Elbare
• "Minding the Shop: Creative Planned Giving Strategies for Business Owners" Joseph E. Hancock
• "Multiple-Entity Donors: How to Work Effectively with Today's Sophisticated Philanthropist" Reynolds T. Cafferata
• "Planned Giving for the Home"  Emanuel J. Kallina
• "Realistic Expectations for Planned Giving Success"  Robert F. Sharpe, Jr.
• "Recession Proof Philanthropy - What's Ahead in Gift Planning for 2010" Neil P. Myerberg
• "Strategically Building Relationships with Communities of Color"  Reine Shiffman, Norman Harrington, Jr
• "Stewardship: Listen with Your Eyes"  Dyan Sublett
• "The Good, Bad, and Ugly: Insights Into Your Marketing from Insiders" Kevin Johnson