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)

EPS Module #4

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#4a: Newsletter - Your Personal Legacies
The fourth, and final issue in this series of four newsletters, is mostly concerned with the topic of legacies, especially those focussed on perpetuating one's values in the generations that follow and through enduring support for favoured charitable organizations.
#4b: Booklet - How to Add Charity to Your Legacies
This final booklet in our series of four booklets introduces a number of options for creating charitable legacies and describes how they can be structured to reduce taxes and provide for family members. It should be very helpful to readers considering the where, what, and how of charitable legacies.
EPS | Module #4
Select this item – the fourth and final module of the series, featuring both the #4a Newletter and the #4b Booklet 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.