PhilanthroPlan

(0) Shopping Cart

Welcome to PhilanthroPlan

Scroll down to access GPC Anywhere, our gift planning calculator and proposal illustration tool. Simply click Plan a Gift today to get started!

OR 

Click on any of the tabs below and scroll to select products and services that most closely match your interests or needs. 

PhilanthroPlan offers GPC Anywhere, a planned gift illustration software tool, plus a range of legacy gift planning services to charities across Canada.

WORKING WITH CHARITIES
We help assure the financial security of our country's educational, healthcare, faith-based, social service and cultural institutions and organizations.

  • We show your organization how to design and implement a legacy gift planning program so your supporters will bequeath their all-important gifts as a final legacy;
  • ​We coach you on current Canadian tax laws, so you can offer more value through published communication with donors and prospective donors; and
  • ​We provide you with a comprehensive set of informative, inspirational marketing materials and tools you can use to keep loyal donors engaged with your organization.

    Learn more

PhilanthroPlan offers a range of legacy gift planning services to donors and prospective donors across Canada.


WORKING WITH INDIVIDUALS & FAMILIES
Many Canadians don't know where to turn for charitable estate planning help that they can trust.

They may receive unhelpful or incomplete advice and pay fees without gaining enough value in return. They put things off until next year, then the year after and so on creating an ongoing, expensive cycle of worry, frustration and lost opportunity. 

We understand this and are here to help so you can relax! Peace of mind is a valuable, yet elusive outcome. 

For a complimentary, no obligation chat, contact us at 1.888.613.6910. We believe you'll be glad you did.

Learn more

PhilanthroPlan offers a range of legacy gift planning services to advisors who wish to educate their clients about philanthropy in Canada.


WorkING with ADVISORS assisting clients

More than ever, high net worth individuals are looking to their trusted advisors for direction regarding their charitable giving.

The opportunity to help your clients while enhancing your practice has never been more attractive.

Learn more


WorkING with A CHARITY'S DONORS

PhilanthroPlan consultants also serve as facilitators and educators for individuals and their families. When retained by a charitable organization or foundation, we assist selected donors with a proven charitable estate planning process.

Learn more

GPC Anywhere

Design and Illustrate Planned Gifts - quickly and accurately 
 
A Planned Gift Proposal Tool that's accessible anywhere!

Planned giving continues to grow in importance across Canada. With all the recent federal and provincial tax changes affecting both credits and rates, your decision to sign up for GPC Anywhere is almost a 'no-brainer'!

Our GPC Anywhere is a practical charitable gift planning tool, designed to help you illustrate, understand and explain the impact of a legacy gift. PhilanthroPlan has developed GPC Anywhere, as an online, browser-based program, specifically for use in the Canadian marketplace.

This software uses the most current 2018 tax rates and credit values - for every province and territory across Canada - effortlessly calculating the financial benefits of making a planned gift of assets to your charitable organization.

Learn More
 
Gift Planning Calculator Screen Shot

Who we are

 
Seasoned legacy gift and charitable estate planners
with expertise and an informed perspective to offer

Committed to advancing philanthropy
through education across Canada
 

Ian M. Fraser  MBA, FAHP, FCEP
Legacy Advisor|Charitable Estate Planner|Consultant

Ian brings to PhilanthroPlan almost 35 years experience as a resource development practitioner, including work in legacy gift planning, fund raising and program design.

He is a member of Association of Fundraising Professionals (AFP), the Association for Healthcare Philanthropy (AHP), the Canadian Association of Gift Planners (CAGP*ACPDP) and is currently pursuing TEP certification with the Society of Trust & Estate Practitioners (STEP).

View Ian M. Fraser MBA, FAHP's profile on LinkedIn

Frank Minton
Strategic Counsel|Author|Speaker

An internationally recognized authority on all matters pertaining to charitable gift planning, Frank Minton is well known and highly respected nationally and internationally. Before entering consulting in 1991, he spent over ten years with the University of Washington, where he served as Director of Planned Giving and Executive Director of Development. He has served both as conference chair and board chair of the National Committee on Planned Giving (now PPP, the Partnership for Philanthropic Planning) and received its distinguished service award. He is a recognized international expert on gift annuities and has served as chair of the American Council on Gift Annuities from which he also received a distinguished service award.

He is a co-author of Planned Giving for Canadians, and has made many presentations and published numerous articles on gift planning in both the United States and Canada. Many of his presentations have been to Canadian audiences, and his writing and consultations also deal with cross-border charitable gifts.