PhilanthroPlan

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

Every communication plan requires informative, inspirational content to engage and educate readers on the different gift 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 reinventing 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)

General Estate Planning

Please select items from the list below. You are invited to preview those that may interest you. Simply click the "preview" icon located beside the title(s) of your choice. To order any item, click the title to add to your shopping cart.

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

Adoption at any Age
This article introduces the idea of 'the charity child' and several options for effective estate distribution and legacy gift planning.

Stock #WA2   GP/EP    330 words
$75
Compassion Fatigue
This article offers thoughtful suggestions on shaping an effective plan for charitable giving. Rather than responding on emotion alone, readers are encouraged to be more strategic with their gift plans.

Stock #WA4   GP/EP    613 words
$150
Five Reasons to Delay Making or Updating a Will
Five commonly cited reasons for delaying action on drafting or updating a Will are reviewed, with thoughtful responses presented for each.

Stock #WA7   EP    384 words
$75
Hoeing your Garden
Drawing on the wisdom of the ages, this article considers why a thoughtful estate plan is also an affirmation of the meaning of life and explores ways in which a donor might wish to make a difference for your organization.

Stock #WA14   EP    389 words
$75
Including Digital Property in your Estate Plan
Prior to the digital age, an estate inventory consisted of deeds, account statements, business interests, and tangible personal property. Now it also includes digital property. This article offers strategies on how to prepare the estate plan to minimize future challenges for the estate administrator.

Stock #WA15   EP    461 words
$100
Living in your Gift
A conversation between a prospective donor and a thoughtful gift officer yields important insights on making a residual gift of a personal home.

Stock #WA8   GP/EP    356 words
$75
Should You Tell the Kids?
There are several reasons why parents might not want to reveal details about their estates and wills to their children. On the other hand, there are compelling reasons for parents to be open about their estate plans. 

Stock #WA16   EP    449 words
$100
What You Need in addition to a Will
This article lists and reviews the various documents one should prepare to accompany an up-to-date Will.

Stock #WA10   EP    324 words
$75
What Your Will Covers
This article explores the differences between probate assets and non-probate assets, highlighting the need for effective coordination to avoid unintended consequences at death.

Stock #WA11   EP    428 words
$100
When Equal is not Equal
This article explores issues that arise when a thoughtful parent wishes to treat the inheritances of children 'equally' and uncovers some of the risks that arise, if this outcome is not carefully planned.

Stock #WA12   EP    390 words
$75
 Charities Resources Home

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.