All prices are in CDN (Canadian Dollars)
Booklets - Planned Giving
Thorough and readable, with numerous examples illustrating current tax realities, each booklet covers a particular gift type or planning giving topic. Use them to respond to inquiries generated by your newsletter or through your website. They can also be used as a 'leave behind' reference, following a personal visit or to support a mail campaign with selected audiences.
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 institution's name and logo printed on the front, addresses and phone number(s) on the back.
Or, you may choose to order the text of a booklet 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.
- Designs for Giving
This comprehensive booklet describes and illustrates the various methods of making charitable gifts, explaining the tax benefits of each. Fully revised to reflect current budget provisions (2018), this copy can be used to create a persuasive target mailer, to respond to general inquiries about planned giving, as a resource for professional advisors and/or to distribute at workshops and seminars.
Stock #CB1 PG 5232 words
- Ensuring Your Wishes | A Guide to Your Will
This practical booklet will be helpful to persons 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 wish to support.
Stock #BB1 EP/PG 2713 words
- Gifts by Americans to Canadian Universities
The Canada-U.S. Tax Treaty permits Americans to make tax-deductible gifts to certain Canadian Universities where they or members of their family attend or attended in the past as students. This booklet describes ways of making gifts to your institution and explains the tax benefits under U.S. law.
Stock #ZB1 PG 3644 words
- Gifts of Securities
Gifts of listed securities are more attractive than ever, and charities continue to receive unprecedented numbers of such gifts. Charities also continue to receive gifts of privately-owned shares and gifts of listed securities from holding companies. This booklet discusses gifts of all types of securities and should stimulate your donors to consider making more generous, tax-effective gifts more often, funded with securities.
Stock #SB1 PG 2742 words
- Giving Through Trusts
This booklet discusses and shows clear illustrations of spousal, alter ego and family trusts, as well as charitable remainder trusts (CRT) and explains how charitable gifts can be made with all types of trusts.
Stock #H1 EP/PG 3181 words
- Giving with Life Insurance
After discussing life insurance in general, this booklet focuses on how to make life insurance gifts and how to use life insurance as wealth replacement to facilitate major gifts. It will be a useful resource to give both to prospective donors and life insurance agents.
Stock #FB1 EP/PG 2899 words
- Guaranteed Payments for Life | The Charitable Gift Annuity
The gift annuity, whether self-insured or reinsured, can fill an important niche in your organization's menu of gift techniques. This booklet will help prospective donors understand how an annuity works for them and your organization. It is written so that it applies both to charities that self-insure and reinsure gift annuities and so that it won't be outdated when rates change.
Stock #GB1 PG 2136 words
- Transferring Property through Beneficiary Designations
This Year, Resolve to Update Your Estate Plan!
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 prospect's estate planning needs.
This booklet is designed to get your prospects over their procrastination and on to reviewing their estate plan — and then making an estate gift to your organization.
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:
- 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 explored
Stock #DB1 EP/PG 2909 words