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- “Charitable Estate Settlement: A Primer from the Charity’s Perspective,” Bloomberg BNA, May 14, 2015.
- “Charitable Life Planning: The Non-Financial Benefits of Charitably Engaged Retirees,” Planned Giving Design Center, December 4, 2014
- “Charitable Gifts of Bitcoin: Tax, Appraisal, Legal and Processing Considerations,” Planned Giving Design Center, November 4, 2014
- Immediate Annuities and Gift Planning – Part Two: “Ten Commercial Immediate Annuity Applications in Gift Planning: A Case Study Approach,” Planned Giving Design Center, September 9, 2014
- Immediate Annuities and Gift Planning – Part One: “Boring Product, Creative Solutions,” Planned Giving Design Center, September 3, 2014
- “Converting Real Estate Wealth to Gifts: Opportunities and Challenges,” Journal of Gift Planning, Third Quarter, 2008
- “Charitable Gift Annuity Reinsurance,” The Top 10 Most Frequently Asked Questions,” Planned Giving Design Center, 2006
- “Mortality of Beneficiaries of Charitable Gift Annuities,” Society of Actuaries, 2006
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- “Optimizing Charitable Gift Annuity Risk Management Part II: Reinsurance Revisited,” Journal of Gift Planning, Second Quarter 2005
- “Non-Cash Gifts: Avoiding the Risks,” Planned Giving Today, February 2005
- “Optimizing Charitable Gift Annuity Risk Management,” Journal of Gift Planning, First Quarter 2004
- “The Top 10 Charitable Gift Annuity Risks to Avoid: How Does Your Charity Stack Up?” Planned Giving Today, November 2004
- “Donor-Advised Funds: A Tale from Two Cities,” Foundation News & Commentary, May/June 2002
- “An Analysis of Commercial Insurance as an Alternative Gift Annuity Financing Option,” Journal of Gift Planning, 1998
- “Integration and Globalization of Financial Services,” International Risk and Insurance, An Environmental-Managerial Approach, 1997.
- “Bancassurance in the United States: Effects on Consumers,” Journal of the American Society of CLU & ChFC, May 1997