CPM
CHARITABLE AND PHILANTHROPIC MANAGEMENT COUNSEL
Our mission is to serve philanthropic organizations at the heart of social change.

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Publications

Author, People I Ask for a Gift Win, published by Massachusetts Association of Community Development Corporations, July 6, 2015.

Author, Entrepreneurship for Nonprofits, Masters of Science in Organizational Leadership, Wheelock College, Boston, Massachusetts, Spring, 2011. Resources

Author, Planned Giving: Why Your Organization Should Start a Program Now, presented to the Commonwealth of Massachusetts Supplier Diversity Office, November 15, 2010.

Author, Planned Giving Workshop: Why You Should Start a Program, presented to the Alliance of Resident Theatres/New York,
November 9, 2010
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Author, Asking for the Gift: How to Ask for the Gift and How to Teach Your Volunteers to Ask for the Gift, presented to the Commonwealth of Massachusetts Supplier Diversity Office, October 18, 2010.

Author, Fundraising Strategy: How Better Planning Can Produce Bigger and More Gifts, presented to the Commonwealth of Massachusetts Supplier Diversity Office, September 27, 2010.

Author, Speaking With Your Contributors About Planned Giving, Wednesday Report, published by the massnonprofit.org, INFORM, SHARE, THRIVE, July 14, 2010.

Author, Planned Giving Workshop: Why You Should Start a Program, presented to the Alliance of Resident Theatres/New York,
June 8, 2010
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Author, Why You Should Plan Your Giving, the three tomatoes, June 4, 2010.

Author, Why Nonprofits Should Start a Planned Giving Program Now, Wednesday Report, published by the massnonprofit.org, INFORM, SHARE, THRIVE, May 27, 2010.

Author, After SOX. The Implications of the Sarbanes-Oxley Act for institutions and affiliated foundations, CURRENTS, published by the Council for Advancement and Support of Education, March 2004.

Author, Advocating for Our Contributors, Journal of the DMA Nonprofit Federation, published by the Direct Marketing Association, November 2000

Author, A Reason to Give: Massachusetts Considers a State Tax Deduction for Charitable Gifts, CONNECTION, published by the New England Board of Higher Education, Spring 2000.

Author, Mastering the Maze: A Guide to the Labyrinth of Laws that Regulate Campus Fund Raisers, CURRENTS, published by the Council for Advancement and Support of Education, October 1998.

Author, Dilemma of Contingent Gifts, Exempt Organization Tax Review, January 1997.

Editor and Author, What Fundraisers Need to Know About State and Federal Regulation: How It Can Influence All Aspects of Their Work, published by the Center on Philanthropy and Jossey-Bass, 1996.

Author, States Step Up Oversight, Foundation Focus, Volume I, Number 3, Fall 1995.

Charity relieves need.
Philanthropy rewards promise.