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)

Charities

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 for prospective and existing donors.

Content options include:


We have also combined some of them conveniently into series (at 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.

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)

Access Helpful Downloads Here

From time to time PhilanthroPlan will offer helpful tools and tips you can access and download for free to help you promote more effective planned giving with your clients.

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

A Guide for Professional Financial Advisors
This guide, designed to stimulate The Philanthropic Conversation is based on a series of ten articles originally published by WealthProfessional.ca in 2015. The articles have been edited and condensed into this review of Canadian facts, insights, and advice for professional financial advisors.

The study, released in November 2014, was a partnership of BMO Wealth Management, the Canadian Association of Gift Planners (CAGP), The GIV3 Foundation and Philanthropic Foundations of Canada (PFC).
Free
Estate Planning Workbook - My Funeral
Here's a helpful and detailed Estate Planning Workbook titled My Funeral, created in 2022 to assist readers with the process of planning a funeral.

There is great value in pre-planning a funeral, often derived by those faced with the task of finalizing your funeral arrangements. The process is greatly facilitated when guided by your suggestions and personal wishes. 

This workbook is easy to use, a 'fillable' personal document file (PDF) that can be edited and periodically updated. Upon completion, store it in a safe location on your computer and/or print off a copy for reference by your Estate Trustee.
Free
Our Gift Planning Matrix
Here's our popular and descriptive Gift Planning Matrix, updated in 2022 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.
Free
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