Jack Bergmans, Certified Financial Planner, and Marlena McCarthy, fundraising expert, have collaborated in writing the only two books and CE credit courses dedicated to the topic of integrating insurance into charitable giving.
Multiplying Generosity is a guide for fundraisers on how they can help their donors leverage the multiplying power of insurance to increase their legacy gifts to their favourite charities. It is also an online course that offers 4.5 continuing education credits (certified by CAGP International), and is currently being offered at an introductory discount.
Ripple Effect is a guide for financial advisors that helps them to grow their business with insurance and philanthropy. Its online course offers 4 CE credits (certified by Advocis and recognized by FPSC), and is currently being offered at an introductory discount.
The two books can be purchased together at a bundle discount, which most charities are talking advantage of to serve the needs of both their fundraising experts and their professional advisors on boards and committees.