All prices are in CDN (Canadian Dollars)
Access Helpful Downloads Here
From time to time PhilanthroPlan will offer helpful tools and tips you can access and download for free to strengthen and promote your planned giving program activities.
Use the navigation to the left to find documents in the category that interests you.
- Our Gift Planning Matrix
- Here's our popular and descriptive Gift Planning Matrix, updated in 2018 to reflect recent changes in federal tax law. Download a complimentary copy and use it as a quick reference guide on the various types of assets that donors and clients in Canada might consider giving to their favourite charitable causes.