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)

General Gift 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.

Adoption at any Age
This article introduces the idea of 'the charity child' and several options for effective estate distribution and legacy gift planning.

Stock #WA2   GP/EP    330 words
$75
Cinderella at the Stock Market
Revisiting the classic fairy tale, this article explores strategies to preserve wealth while advancing philanthropy...all before the clock runs out!

Stock #WA3   GP    483 words
$100
Compassion Fatigue
This article offers thoughtful suggestions on shaping an effective plan for charitable giving. Rather than responding on emotion alone, readers are encouraged to be more strategic with their gift plans.

Stock #WA4   GP/EP    613 words
$150
Living in your Gift
A conversation between a prospective donor and a thoughtful gift officer yields important insights on making a residual gift of a personal home.

Stock #WA8   GP/EP    356 words
$75
Uses of Life Insurance
This article reviews the many uses of life insurance and discusses options for funding meaningful legacy gifts cost-effectively.

Stock #WA9   PG    368 words
$75
 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.