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)


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)


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

All prices are in CDN (Canadian Dollars)

Booklets.e-Booklet Copy

Thorough and readable, with numerous examples illustrating current tax realities, each booklet text covers a particular estate planning topic. Use them to respond to client inquiries generated through your branch newsletter or through your website. They can also be used as a 'leave behind' reference, following a personal visit.

The booklets are available in two forms. You may order attractively printed booklets that are sized to fit in a standard business envelope. At your request, we'll supply them with your name and company logo printed on the front, addresses and phone number(s) on the back.

Or, you may choose to download the text for specific booklets in 'digital' form, then design them to your own specifications for publication.

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

Ensuring Your Wishes | A Guide to Your Will
This practical booklet will be helpful to clients thinking about drafting a new will or updating an old one. It explains how individuals can ensure that their objectives are met, both for family members and for charitable institutions they may wish to support.

Stock #BB1.A   2687 words
Transferring Property through Beneficiary Designations

This Year, Help Your Clients Update their Estate Plans!

Contrary to popular opinion, most assets are not transferred through a will at the end of life. Here's a helpful booklet about beneficiary designations and how they can be used to effectively address your client's estate planning needs. 

This booklet is designed to get your clients over their procrastination and on to reviewing their estate plan.

Straight-forward. Understandable. Compelling. This text could truly become an elegant leave-behind that deserves to be well-designed and printed in 4 colors!

How the copy is structured:

  • Introduction 
  • What are your assets, and how do you plan to transfer them?
  • What percentage of your assets will be transferred by beneficiary designation?
  • Do these designations still express your wishes?
  • Examples of designation transfers are presented, with tax implications discussed
  • Reasons to consider a charitable gift by beneficiary designation are also explored

Stock #DB1.A   2652 words
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