Planned Giving Wiki

The Definitive Reference Platform for Professional Gift Planners

James Hohn, EA, MBA, FCEP

Meredith Sossman, Esq., CFRE

Camilyn Leone, JD, CFRE

Dr. Scott Janney, CFRE

Patrick O’Donnell

Brian Sagrestano, JD, CFRE

Brad Caswell

Stuart Sullivan

The Planned Giving Wiki originally started out as a book called The Planned Giving Bible. The need to update it frequently with requirements for new accompanying resources made this task impossible. The ultimate solution for this planned giving desktop reference tool was to take it online. This opens the door for instant new updates, new contributors, addition of resources and more.

If you are a professional gift planner, Planned Giving Wiki covers all of the relevant information you’ll ever need as far as technical details go. We’re also working on a section on relationships. So stay tuned there.


From simple gifts like bequests to more complicated gifts that pay income or protect assets, Planned Giving Wiki covers them all, in detail. You’ll learn the ins and outs of charitable gift annuities, charitable remainder trusts, pooled income funds, donor advised funds, and more.

It is not designed to make you a tax attorney. But it surely covers just enough to almost be in that league!

Subscribe today. It would be a sin to miss out on this guide.

How It’s Organized

  1. The Simple Planned Gifts
  2. Gifts That Provide Income
  3. Gifts That Protect Assets

Each chapter includes a typical donor profile, benefits and challenges to the nonprofit as well as benefits to the donor. It also covers a typical donor profile and frequent questions donors ask.

Of course, included is our popular gift-comparison chart, some very clever infographics, and a bonus chapter on how to market planned gifts. A marketing chapter goes without saying, as we are a planned giving marketing firm at heart.