PhilanthroPlan


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)

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.

Helping Children and Others Now
For various reasons, lending money to children or a charity may sometimes be preferable to giving it outright. This article explores the options of making loans to children and other most effectively.

Stock #A6   PG/EP    710 words
$150
Invest the Time: Plan Your Estate
An estate plan is more than a Will. Probate fees, proper beneficiary designations, trusts and Powers of Attorney are all important considerations. This article explores the benefits of taking the time to plan your estate.

Stock #A5   PG/EP    724 words
$150
Planning Against Elder Vulnerability
This article conveys the importance of Powers of Attorney in protecting the frail elderly and their estates against outside manipulation.

Stock #A4   EP    521 words
$150
Planning for Incapacity
This article explores the benefits of Powers of Attorney, Living Wills and Advance Directives to assure that wishes are carried out in the event of mential incapacity.

Stock #A1   EP    760 words
$150
Planning for the End of Life
Unfortunately, many individuals don't engage in detailed planning. Their estate plan may be incomplete, out of date, or they may have made no advance funeral arrangements.

This article explores some of the reasons why spouses hesitate and offers specific guidance on how they might initiate the planning process.

Stock #A3    EP    1473 words
$250
 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.