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)

Wills, Bequests & Probate

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.

Appointing a Guardian in your Will
This article conveys the importance of providing for a guardian when there are children in the family and highlights the considerations involved in selecting an appropriate guardian.

Stock #B7   EP    734 words
$150
Converting a Bequest to Income
This article explores the benefits of converting a future gift by will (bequest) into a current life income plan, providing attractive benefits to interested donors and often, a major gift to your organization.

Stock #WA5   GP    414 words
$100
Executor's Compensation in Estates
This article outlines how to estimate and provide for the cost of administering an estate.

Stock #B8   EP    520 words
$100
The Importance of a Will
This article offers compelling reasons why you can't afford not to have a Will.

Stock #B3   PG/EP    343 words
$75
The Will behind the Will
This article explores the personal considerations involved in making or revising a will: to whom will possessions be left, how much to each, and in what form?

Stock #B10   PG/EP    1623 words
$250
Understanding Probate
This article provides an introductory overview of the probate process: what its purpose is, what it includes; what is costs.

Stock #B1   EP    695 words
$150
Understanding Your Will
A Will is still the cornerstone of an effective estate plan. This article advises readers that techniques like joint ownership of property are not adequate substitutes.

Stock #B4   EP    684 words
$150
Where There's a Will...
This article discusses various ways to make a charitable gift by will (general, specific, residual, contingent or through a testamentary charitable remainder trust) that best fit the reader's situation.

Stock #B6   PG    786 words
$150
You've Written a Will...Now What?
This article shares sage advice with readers on organizing personal records to make clear their intentions and facilitate the administration of their estates.

Stock #B9   PG/EP    1865 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.