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)

Life Planning Series

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

Life Planning Series - A: Newsletter - Planning for the End of Life
Many individuals do not effectively plan for the end of their lives. Their estate plans may be incomplete, or woefully out of date, and they may have made no advance funeral arrangements or even addressed the subject verbally or in writing. Emotionally devastated survivors are confronted with an avalanche of tasks which they are often ill-equipped to perform.

This newsletter explores the issues involved in 'end of life' planning and encourages the reader to seize the opportunity by providing a helpful checklist of the items that should be addressed.
Life Planning Series - B: Booklet - Preparing for & Coping with the Death of a Spouse
This booklet first discusses the things spouses should do together along the journey of life in anticipation of the eventual death of one of them. Then, it provides practical guidance regarding the tasks to be completed as the journey ends after a spouse has died.
Life Planning Series | Set (2)
Select this Life Planning Series set of two documents featuring both the Newletter and the Booklet texts described above – at a reduced price.
 Charities Resources Home

All prices are in CDN (Canadian Dollars)


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.