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)

Brochure Text to Inspire Donors

Brochures (and ebrochures) are key marketing resources in educating your donors on the possibilities and benefits of planned giving. Use them to respond to inquiries, include with mailings, distribute at events or online as an ebrochure. Each of our gift-specific brochures describes and illustrates a particular giving technique, and may be formatted to fit on two sides of an 8.5 x 11" sheet, either full-page or in a 3-panel folded layout. You may choose either the clear, straight-forward text version or the informal, reader-friendly question & answer version. Please choose a Brochure Topic from the accompanying list.

Bonus Note: Selected copy from gift-specific brochures purchased from PhilanthroPlan may also be adapted for newsletter articles at no additional charge! Lengths range from 670 to almost 1200 words. (Once you purchase copy from PhilanthroPlan, you may use it in any way you wish.)

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

General Brochure
Designed to fit on both sides of an 8.5 x 14" sheet in four-panel format, it combines brief descriptions of all the basic gift types with a 'for further information' response panel and three panels reserved for information and graphics about your organization. 

If you produce only one piece of gift planning literature, we suggest it should be this one!

Stock #CT1   PG    
$250
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 Life Insurance (Text 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 #FT1

Note: If you prefer the more informal Q&A version, order 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 Listed Securities (Text 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 #ST1

Note: If you prefer the more informal Q&A version, order 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
Gifts of Residual Interest (Text 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 #JT1

Note: If you prefer the more informal Q&A version, order 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
Outright Gifts (Text 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 #ET1

Note: If you prefer the more informal Q&A version, order 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 Gift Annuity (Text 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.

(Copy variations included help you promote either the 'self-insured' or 'reinsured' option your organization prefers)

Stock #GT1

Note: If you prefer the more informal Q&A version, order 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
The Remainder Trust (Text 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 #HT1

Note: If you prefer the more informal Q&A version, order 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
Will Power (Text Version)
Making a Gift by Will...

This brochure offers direct encouragement to your prospects on getting started with drafting their wills. Presented in clear, straight-forward text format, we focus on the satisfaction and peace of mind that donors will feel after the job is done.

Stock #BT1

Note: If you prefer the more informal Q&A version, order 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.