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Related Resources

·	Campus: Getting Started in Planned Giving
·	Marketplace: Planned Giving Consultants

Planned Giving

Articles are arranged in reverse chronological order.

Charitable remainder trusts as a planned giving option
Your planned giving program on the web
Life insurance as a planned giving option
How to measure the progress of your planned giving program
Planned giving relationship tracking
Writing planned giving policies: What and why
Ten steps to a successful planned giving program - A basic strategic plan
Benefits and issues arising from a gift for endowment
Endowment funds: An overview
The donor life cycle: Life stages and resulting opportunities
Gifts of life insurance
Life insurance: A gift overview
Getting them to give for tomorrow - today
The quest for donor support from an aging population
Bequest Income: working effectively with executors
Almost impossible not to make money from these programs
Working with ten-year gifts
Traditional fundraising structures breaking down
Get wild with planned giving: think of it as fundraising!
CRTs offering great potential, but awaiting clarification from hesitant Canada Customs & Revenue Agency
Cash in on market volatility
Here's a solicitor's check-list for success
Vancouver CAGP launches Estate Guide
Visiting elderly donors: 10 big challenges
You can stand out from the crowd by doing simple things exceptionally well
Monthly donors are your best opportunity for a legacy
What to look for when you hire a gift planning officer
Sample bequest wordings -- Let me count the ways...
The seven deadly sins of gift planning
Time-consuming, but powerful when done well, seminars can make the difference
Financial stability of endowments not always the right approach
Planned giving and the family cottage
Strip Bonds: An attractive new vehicle for fundraisers
Cross-border gifts --- what you need to know
Getting started with bequest-based programs
Financial planning seminars can lead to planned giving
Many dimensions to marketing planned giving programs
Charitable remainder trusts offer attractive benefits to the right donor
Planned giving and the private corporation, part 2
Planned giving and the private corporation, part 1
Planned giving aims to tap release of assets
Fundraising foundations can serve a variety of purposes
Charities must advance both altruistic motivations and tax efficiencies
Ten points to consider before you launch your bequest program
Do current priorities overtake your long term strategy?
Working with allied professionals
Building endowments --- frequently asked questions
Planned giving can enhance governments' core support, says Minton
Probate fee planning: increased emphasis on reduction of probate fees in Ontario
Changing face of donors also changes fundraising approaches
Prepare now for the great Canadian wealth transfer
Innovative program defies convention
Future bright for bequest programs
Charity's name in a bequest must be accurate
Let's take the mystery out of probate
Have a plan to encourage bequests

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Planned Giving

Planned Giving