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)

Advertisement Templates

The "advertisement" templates are lively one-page articles, each promoting the virtues of a gift type or an important aspect of planned giving. Each article includes a clip-out coupon for use by readers to request further information.

Ready to adapt and format for inclusion in your newsletter or for use as separate enclosures or handouts, consider these elements for your annual communications plan.

You may preview any advertisement in our collection, simply by clicking on the preview icons that appear beside each selection below. Please note that our Preview documents are partly redacted to discourage larceny. To preview (in PDF format), you will need to have Adobe Acrobat Reader installed on your computer.

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

Does Your Will Work?
Do your Donors even have a Will? If so, is it current? This advertisement promotes the importance of making sure their Will works!

Stock #BA4   EP    488 words
Five Reasons to Die without a Will
There must be powerful reasons to avoid a Will because so many people die without one. Just in case your readers happen to be among the many who will depart without a will, here are five reasons you can share that might encourage them to reconsider their current situation.

Stock #BA6   EP    430 words 
If We Had Only Known (Gifts by Will)
Promotes the value to donors of letting your Charity know about their planned gift.

Stock #BA3   EP    257 words
It Keeps On Giving and Giving and...
The permanence of endowment is exactly what will attract some donors to this means of supporting your Charity. This advertisement offers more than a few good reasons for tapping into the opportunities of endowment.

Stock #MA2    GP    507 words
Six Ways a Gift Annuity Can Benefit You
The charitable gift annuity is truly a gift that gives back. It provides important support for your organization...either immediately (reinsured) or in the future (self-insured).

It also offers a number of attractive benefits to the donor. This advertisement helps you promote the features, one by one. When read by prospective donors, you might just start getting calls of inquiry - asking how they can take full advantage for themselves.

Stock #GA1   GP    394 words
What Can You Expect from our Gift Planner?
A gift to Charity requires a good bit of planning. This advertisement introduces the services that your gift planning officer can offer to your donors.

Stock #CA1   GP    433 words
What Your Will Reveals About You
Your will says something about you. First, it says that you care about your loved ones. You want to make it easier for them by taking care of legal matters relating to the transfer of your estate. You want your affairs handled smoothly and without undue inconvenience to those who will be experiencing grief.

Stock #BA2   EP    394 words
Why Endowments Work
Endowed funds work well for many people who want to leave your Charity with an everlasting gift. This advertisement offers three good reasons why.

Stock #MA1   GP    419 words
Why Write a Will?
This advertisement reminds donors that the planning and writing of a Will is both a family obligation and a personal privilege.

Stock #BA5   EP    376 words
Your Will is Vital

If you died without a will, how would it affect those you care about - spouse, children and others who may depend upon you for wise planning? If you died with an outdated will (one that no longer expresses your desires), how would this affect those within your family?

Stock #BA1   EP    400 words

 Charities Resources Home

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)

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.