PhilanthroPlan


Educational Resources –
Easy-to-Access and Ready-to-Use

Every communication plan requires informative, inspirational content to engage and educate readers on the different gifts types and their benefits.

We offer a variety of publication titles on numerous gift planning topics, promoting wills and bequests, gifts of retirement plan assets, gifts of life insurance, securities, charitable gift annuities, gifts of real estate and trusts.

Instead of re-inventing the wheel, let PhilanthroPlan's publications guide your readers with thorough, up-to-date gift planning information on the topics that interest them.

All booklets, brochures, newsletter copy and other tools are reviewed regularly by experts to ensure absolute technical accuracy. We offer a wide variety of print-ready materials to promote planned giving, including articles, ads, postcards, sample cultivation letters and presentations.

We make it all available right here. Register now to subscribe (or simply purchase items a la carte), then download, customize and publish!

For more information about our currently available products, click the applicable tab below to access products and services of specific interest to you.

All prices are in CDN (Canadian Dollars)

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Use the navigation to the left to find documents in the category that interests you.

A Charitable Tax Credit Primer
This article explains how the charitable tax credit can cut the "cost" of a gift by 50% or more by reducing federal and provincial taxes and surtaxes.

Stock #D1   PG    1090 words
$250
Appointing a Guardian in your Will
This article conveys the importance of providing for a guardian when there are children in the family and highlights the considerations involved in selecting an appropriate guardian.

Stock #B7   EP    734 words
$150
Converting a Bequest to Income
This article explores the benefits of converting a future gift by will (bequest) into a current life income plan, providing attractive benefits to interested donors and often, a major gift to your organization.

Stock #WA5   GP    414 words
$100
Endowing Your Annual Gift
The regular gifts received from your donors help your organization sustain important services.

This article helps donors better appreciate the value of endowing their annual gifts to ensure that their support continues indefinitely into the future. 

Stock #WA1   PG    335 words
$75
Epitaphs
This article provides a short history of epitaphs that today, like tombstones, are in less common use. Modern epitaph options for remembering loves ones in meaningful ways are introduced, including ethical wills and named endowed funds.

Stock #WA6   PG    465 words
$100
Executor's Compensation in Estates
This article outlines how to estimate and provide for the cost of administering an estate.

Stock #B8   EP    520 words
$100
Giving Appreciated Securities
This article explains and illustrates the benefits of gifting listed securities, taking advantage of the 'double tax savings' features of this specific asset class.

Stock #D11   PG    668 words
$175
Helping Children and Others Now
For various reasons, lending money to children or a charity may sometimes be preferable to giving it outright. This article explores the options of making loans to children and other most effectively.

Stock #A6   PG/EP    710 words
$150
Invest the Time: Plan Your Estate
An estate plan is more than a Will. Probate fees, proper beneficiary designations, trusts and Powers of Attorney are all important considerations. This article explores the benefits of taking the time to plan your estate.

Stock #A5   PG/EP    724 words
$150
Life Income Gifts
More possible than you thought! This article introduces and illustrates various life-income gifts: the charitable gift annuity, charitable remainder trust and a gift of residual interest. Emphasis is placed on the features and benefits of each gift plan.

Stock #C1   PG    1345 words
$250
Living Trusts
This article discusses the uses and tax benefits of inter vivos trusts (made during lifetime) to manage assets, provide for loved ones, reduce or avoid probate taxes and fund charitable gifts.

Stock #H8   PG/EP    826 words
$200
Non-Cash Gifts
This article explores the potential for maximizing tax savings through gifts funded with non-cash assets such as securities, real estate and collectibles. Capital gain exemptions, credit limits and other considerations are discussed.

Stock #D5   PG    770 words
$200
Planning Against Elder Vulnerability
This article conveys the importance of Powers of Attorney in protecting the frail elderly and their estates against outside manipulation.

Stock #A4   EP    521 words
$150
Planning for Incapacity
This article explores the benefits of Powers of Attorney, Living Wills and Advance Directives to assure that wishes are carried out in the event of mential incapacity.

Stock #A1   EP    760 words
$150
Planning for the End of Life
Unfortunately, many individuals don't engage in detailed planning. Their estate plan may be incomplete, out of date, or they may have made no advance funeral arrangements.

This article explores some of the reasons why spouses hesitate and offers specific guidance on how they might initiate the planning process.

Stock #A3    EP    1473 words
$250
Retirement Funds - For Saving and Giving
This article explores why tax-sheltered retirement funds are such an effective way to save, and how they can be used successfully in charitable giving.

Stock #P1   PG/EP    710 words
$150
Spousal Trust Created Under a Will
This article discusses the uses and tax benefits of testamentary spousal trusts in various situations.

Stock #H5   EP    580 words
$150
Testamentary Insurance Trusts for Minors
Providing for a young child through life insurance inside a trust may be preferable to using life insurance alone. This article explores the issues and proposes alternate solutions.

Stock #H9   EP    775 words
$175
The Commemorative Gift: In Memory or Honour of Another
This article explores various gift options to honour a loved one or perpetuate a family name through a bequest, outright gift or gift annuity.

Stock #C2   PG    754 words
$150
The Importance of a Will
This article offers compelling reasons why you can't afford not to have a Will.

Stock #B3   PG/EP    343 words
$75
The Many Lives of Life Insurance
This article introduces and illustrates the various uses of life insurance in making charitable gifts.

Stock #F2   PG    989 words
$200
The Will behind the Will
This article explores the personal considerations involved in making or revising a will: to whom will possessions be left, how much to each, and in what form?

Stock #B10   PG/EP    1623 words
$250
Understanding Probate
This article provides an introductory overview of the probate process: what its purpose is, what it includes; what is costs.

Stock #B1   EP    695 words
$150
Understanding Your Will
A Will is still the cornerstone of an effective estate plan. This article advises readers that techniques like joint ownership of property are not adequate substitutes.

Stock #B4   EP    684 words
$150
Where There's a Will...
This article discusses various ways to make a charitable gift by will (general, specific, residual, contingent or through a testamentary charitable remainder trust) that best fit the reader's situation.

Stock #B6   PG    786 words
$150
Which Spouse Should Claim the Tax Credit?
This article explores the benefits of maximizing the charitable tax credit by proper allocation between spouses.

Stock #D4   PG    714 words
$150
You've Written a Will...Now What?
This article shares sage advice with readers on organizing personal records to make clear their intentions and facilitate the administration of their estates.

Stock #B9   PG/EP    1865 words
$250
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All prices are in CDN (Canadian Dollars)

Individuals

Use the navigation to the left to find documents in the category that interests you.

All prices are in CDN (Canadian Dollars)

The Advisor Community

Downloads & Tools

Downloadable, ready-to-go, customizable content – created by the best in the business – that gets those deadlines off your back, on time and under budget.

Simply choose the marketing copy you require, add your personal touches, then publish and send to prospective and/or existing clients.

Content options include:

  • Booklets/e-Booklet Copy
  • Brochure/e-Brochure Copy
  • Article Templates for Client Newsletters
  • Website Content
     

We have also combined some of them conveniently into series (available for a reduced combined price) to better suit your specific requirements:

  • Estate Planning Series
  • Life Planning Series


And much more. All of it available and ready to download for use now.

Use the navigation to the left to find documents in the category that interests you.