Our Approach


We support the planned giving staff in their important work. What we also do is ask donors the right questions—guiding them toward making the most of their legacies through the gifts they give to heirs and if desired, to charity.

Using a proven process that deeply explores donors’ values, wants and needs with regard to family, financial and philanthropic goals, we help determine what they want to accomplish with the whole of their estate. The outcome is a more informed donor with a greater sense of clarity and a stronger relationship with the nonprofit organizations they favour. A typical result is a meaningful gift of significance.

Give the gift of foresight to your donors. Trust PhilanthroPlan to help strengthen your legacy and charitable estate planning programs. Join the wide variety of charitable causes we’ve helped over many years.