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)

Gift Specific Brochures - Q&A Format

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.

Gifts of Life Insurance (Q&A Version)
The benefits of making charitable gifts using life insurance policies are discussed; this brochure addresses the most common questions that arise when considering a gift of life insurance, including who should consider giving such a gift and how the gift is arranged.

Stock #FQ1
$150
Gifts of Listed Securities (Q&A Version)
This brochure explores how publicly listed securities (stocks and other investments) can be used to fund charitable gifts at less cost than comparable gifts of cash.

Addresses the most common questions that arise when considering a gift of securities, including how the transfer is arranged and when to consider such gifts. A "donate vs sell" comparison is also presented.

Stock #SQ1
$200
Gifts of Residual Interest (Q&A Version)

Have Your Cake and Eat It Too!

What does not moving out of their house have to do with making a charitable gift? This brochure answers that question, and more, by explaining how a gift of residual interest works, and how it enables your donors to give real estate in a way that benefits both themselves and your organization.

Stock #JQ1

$150
Outright Gifts (Q&A Version)
What to Give When You're Giving...

This brochure briefly reviews the various options a donor might consider in making an outright gift (of cash or other assets) to support your organization.

Consider using this as content for an ebrochure, or on your website to inspire more charitable giving.

Stock #EQ1 
$150
The Gift Annuity (Q&A Version)

Income Guaranteed for Life!

If your donors don't really understand that gift annuity payments last for the duration of their lifetimes, then they need to read this! And you need them to read it, too.

Receiving regular payments annually from gift annuities attracts many donors for first-time giving, and attracts them back again to repeat the same kind of gift arrangement. 

Be sure your prospects know about them! This brochure helps you drive home a meaningful, benefits-based message with clear, persuasive copy.

(Note: copy variations are included to help you promote either the 'self-insured' or 'reinsured' option your organization prefers)

Stock #GQ1

$225
The Remainder Trust (Q&A Version)

For Flexibility and Security

Your financially savvy prospects already know about the tax benefits of giving appreciated assets instead of cash during lifetime, and the balance of a retirement plan instead of other estate assets at death. They may tune out your marketing on these relatively simple concepts. To get their attention, you have to speak the language of the financial media and their own advisors.

This brochure offers a clear, thorough overview of what a charitable remainder trust (CRT) is and what it can do for your donors and for your organization. The language is informal yet persuasive, answering the frequently asked questions that often concern prospective donors.

Stock #HQ1

$200
Will Power (Q&A Version)
Making a Gift by Will...

This brochure offers direct encouragement to your prospects on getting started with drafting their wills. Using a low-key Q&A format, we focus on the satisfaction and peace of mind that donors will feel after the job is done.

Stock #BQ1
$175
 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.