Unit Name Description
Page How to Navigate the Toolkit

How to Navigate the Toolkit

Page What is the all-important Breadcrumb trail?

What is the all-important Breadcrumb trail?

Page TOOLKIT - LIST OF CONTENTS

TOOLKIT - LIST OF CONTENTS

File Check out our ROLLER COASTER ad
Check out our ROLLER COASTER ad
Get Started Page Common misunderstandings and excuses

Common misunderstandings and excuses

Page Why Focus on Legacies Today?

Why focus on Legacies today?

File Click here to see results of our international legacy survey - helpful tips

Click here to see results of our international legacy survey - helpful tips

File Legacy Giving is Growing, new research courtesy FLA Group

Legacy Giving is Growing, new research courtesy FLA Group

Page Ideally, here are some ingredients you need to begin, but you don't need all of these to start a simple legacy program

Ideally, here are some ingredients you need to begin - but you don't need to have all in place to do a legacy program

Page Ten Tips To Help You Get Started

Ten Tips To Help You Get Started

File Chart of types of charitable gifts, courtesy CFC

Chart of types of charitable gifts, courtesy CFC

File Niagara Community Foundation paper on creating a program. From 2006 so the Gifts of Securities section is out of date but otherwise a helpful primer.
Niagara Community Foundation paper on creating a planned giving program. Please note this is from 2006 (so the Gifts of Securities section is out of date) but it is a helpful primer.
Page Tips on acquiring an advocate and internal support

Tips on acquiring an advocate for your program & building support.

Page Pointers on getting Board approval

Pointers on getting Board approval

File Chart of "Progressive Steps" in Gift Planning
Chart of Progressive steps in Gift Planning 
Track Progress Page THE ALL IMPORTANT MESSAGE - learn how to keep track of your progress

THE ALL IMPORTANT MESSAGE - learn how to keep track of your progress

File For advanced practitioners, "Metrics of Gift Planning", courtesy Kathryn Miree
For advanced practioners, "Metrics of Gift Planning", courtesy Kathryn Miree
File A senior gift planner lays out the framework for a comprehensive program
A senior gift planner lays out the framework for a comprehensive program
File Top 10 planned giving myths, courtesy Richard Barrett & Reine Shiffman
Top 10 planned giving myths, Richard Barrett & Reine Shiffman


Advisors and Getting Systems in Place Page Why having a Gift Acceptance policy helps you

Why it helps YOU to have a Gift Acceptance policy in place

Page Sample basic Gift Acceptance policy document

Sample basic Gift Acceptance policy document

URL Online version of in-depth presentation by Theresa Man
Theresa Man's in-depth presentation on gift acceptance policies, at Carters.ca.
Page Backgrounder on professional advisors

Backgrounder on professional advisors

File Role of the Professional Advisor, courtesy Community Foundations of Canada
Role of the Professional Advisor, courtesy Community Foundations of Canada
URL Click here to find an Advisor, courtesy CAGP's "Leave a Legacy" campaign
Click here to find an Advisor, courtesy CAGP's "Leave a Legacy" campaign.
URL For the advisors' viewpoint, explore "Tools for Advisors" courtesy CFC

For the advisors' viewpoint ,explore "Tools for Advisors," courtesy CFC

File Mark Blumberg article on Importance of Advisors
On the importance of professional advisors, and how to involve them in the charitable sector, an article by Mark Blumberg.
Page Overview of a "Readiness Binder" checklist

Overview of a "Readiness Binder" checklist

Outreach and Building Relationships File Storytelling - 20 Great Places for Narrative (courtesy Leah Eustace)
Storytelling - 20 Great Places for Narrative (courtesy Leah Eustace)
Page Ten Tips on Connecting with Donors


Ten Tips on Connecting with Donors

Page "7 Fatal Flaws in Donors Newsletters", courtesy Tom Ahern

"7 Fatal Flaws in Donors Newsletters", courtesy Tom Ahern

File Tip sheet on growing your donor base, courtesy CONVIO
Tip sheet on growing your donor base, courtesy CONVIO
File Marketing Overkill? How to tune out prospects without really trying
Marketing Overkill? How to tune out prospects without really trying, courtesy Fraumeni and Pierson
Page Social Media - everybody's talking, who's walking

Social Media - everybody's talking, who's walking

File Good report on "Technology and the Nonprofit Sector", courtesy Ketchum
Good report on "Technology and the Nonprofit Sector", courtesy Ketchum
File Getting Social Media Right: A Guide, courtesy Bridgespan

Getting Social Media Right: A Guide, courtesy Bridgespan

File 12 tips to drive traffic to the legacy pages on your website, Virtual Giving
12 tips to drive traffic to the legacy pages on your website, Virtual Giving
URL How to reach and connect with donors with YouTube
How to reach and connect with donors with YouTube
File Nonprofit Social Network Survey
Nonprofit Social Network Survey report
URL Donor's Bill of Rights
Donor's Bill of Rights, courtesy Give Green Canada
Page Sample Donor Confidentiality policy

Sample Donor Confidentiality policy

Bequests URL Special: PLANNED GIVING AND THE BRAIN, remarkable presentation by Russell James

Special: PLANNED GIVING AND THE BRAIN, remarkable presentation by Russell James

Page An introduction to Bequests

An introduction to Bequests

Page Step-by-step chart on processing of bequests

Step-by-step chart on processing bequests

File "Envisioning and Investing in Legacy and Bequest Opportunities" - Give Green Canada's reportt
"Envisioning and Investing in Legacy and Bequest Opportunities" - Give Green Canada's recent international survey report

File Great buckslip from SEVA, courtesy SEVA and Simon Trevelyan of ST Legacy Group
Great buckslip from SEVA, courtesy SEVA and Simon Trevelyan of ST Legacy Group
File Excellent legacy brochure from SEVA
Excellent legacy brochure from SEVA
File How to attract bequest gifts, inside tips from Audubon
How to attract bequest gifts, inside tips from Audubon
URL See a showcase of legacy fundraising at SOFII
Click here to quickly register on SOFII and discover examples of best practice
File Excellent legacy brochure from BC Children's Hospital

Excellent legacy brochure from BC Children's Hospital.

File Explore trends and opportunities in bequests, endowments and major gifts
Explore trends and opportunities in bequests, endowments and major gifts
URL March 2010 new research on bequest marketing (FLA Group)
Click here for recent article on bequest marketing (from FLA Group)
Page Sample Bequest gift acceptance policy

Sample Bequest gift acceptance policy

Page Sebastian Wilberforce has 5 top legacy tips for you

Sebastian Wilberforce has 5 top legacy tips for you. Sebastian Wilburforce was former editor of Legacy Fundaising (UK) and now lives in New Zealand. Sebastian is author of "Legacy Fundraising - The Art of Seeking Bequests". Here are his top 5 tips:

cover of Legacy Fundraising


1. Everyone who interacts with your organisation is a potential legator so craft messages specific to each and identify the communication channels for each audience

2. Make sure your website supports legacy fundraising and is consistent with messages used in your other communication tools.

3. Take care when seeking funding for projects. Better to talk about funds for general purposes which give you more flexibility as to their use when you get them.

4. Establish a point of contact within your organization (senior staff member) and encourage prospects to make contact to discuss the possibilities.

5. Don’t try to shoehorn your prospect into making a will. You’re more likely to get the legacy if you let them set the pace.

Page Recent research sheds light on bequest giving (USA)

Recent research sheds light on bequest giving (USA)

File Tips and Templates, by Peter Chipman of Variety Club
Tips and Templates, by Peter Chipman of Variety Club
Page 10 Steps to Get Going

10 Steps to Get Going

URL Good example of legacy / bequest survey, from PLAN

Here is a good example of a survey on the legacy section of PLAN Canada's webiste.

Page Richard Radcliffee counsels you to avoid the "death brochures"

Richard Radcliffee counsels you to avoid the "death brochures"

File The Story behind the GIft, courtesy Norma Cameron
The Story behind the GIft, courtesy Norma Cameron
File Marketing Your Planned Giving Program, May 2011 GPIC by Sara Penner and Krislyn Glays (pgs 5-7)
Marketing Your Planned Giving Program, May 2011 GPIC by Sara Penner and Krislyn Glays (pages 5-7)
Page Get Wild with Planned Giving - present a compelling case, courtesy Phil Murphy

Get Wild with Planned Giving - present a compelling case, courtesy Phil Murphy

File LISTEN TO A 30-SECOND LEGACY RADIO SPOT from AFGA
LISTEN TO A 30-SECOND LEGACY RADIO SPOT from AFGA
File 12 Month Marketing Plan (Gift Planning) from Virtual Giving
12 Month Marketing Plan (Gift Planning) from Virtual Giving
File Learn about legacy or bequest societies
From the National Committee on Planned Giving (now the Partnership for Philanthropic Planning), Elisa Smith's presentation on making a bequest society a highlight of your planned giving program
File Estate Administration in a Nutshell, courtesy Sweatman, Windeyer
Estate Administration in a Nutshell, courtesy Sweatman, Windeyer
File Intermediate Level backgrounder on Avoiding Legal and Ethical Problems
Intermediate Level backgrounder on Avoiding Legal and Ethical Problems, courtesy Mark Blumberg
URL From the SOFII site, examples of legacy outreach materials
From the SOFII site, examples of legacy outreach materials
File "The Vision-Driven Approach" Legacy Development and Marketing, Part One, courtesy Simon Trevelyan (Power Point)
"The Vision-Drive Approach" Legacy Development and Marketing, Part One, courtesy Simon Trevelyan (Power Point)
File The Vision-Driven Approach: Legacy Marketing and Development, Part Two, courtesy Simon Trevelyan (Power Point)
"The Vision-Driven Approach: Legacy Marketing and Development," Part Two, courtesy Simon Trevelyan (Power Point)
URL Good gift planning blog with useful tips by Phyllis Freedman

Good gift planning blog with useful tips by Phyllis Freedman

File Sample good gift planning brochure from Ducks Unlimited
Sample good gift planning brochure from Ducks Unlimited
File Example of a full-page Bequest print ad from Audubon
Example of a full-page Bequest print ad
URL Sample Newsletter with Legacy Message page 4, courtesy AIWC (LINK COMING)
Sample Newsletter with Legacy Message page 4, courtesy AIWC (link coming)
File Sample of a good gift planning brochure from Bruce Trail Conservancy
Sample of a good gift planning brochure from Bruce Trail Conservancy
File Sample legacy brochure from HAMILTON NATURALISTS CLUB
Sample legacy brochure from HAMILTON NATURALISTS CLUB
LifeInsurance URL Here is an overview of life insurance gifts from our main website (Give Green Canada)
Here is an overview of life insurance gifts from our main website (Give Green Canada)
URL A very helpful overview on Gifts of Life Insurance, courtesy Community Foundations of Canada
A very helpful overview on Gifts of Life Insurance, courtesy Community Foundations of Canada
Page Chart for Life Insurance gifts (Irrevocable Ownership Transfer)

Chart for gifts of life insurance (when charity becomes owner of policy)

Page Chart for gift of insurance proceeds

Chart of procedures for gift of life insurance proceeds

URL Imagine Canada "Charity Tax Tools" website includes information about gifts of life insurance.

Imagine Canada "Charity Tax Tools" website includes information about gifts of life insurance.

Page Sample policy Life Insurance gifts

Sample policy Life Insurance gifts

URL Sample of a very simple and basic web page from Wildlife Habitat Canada (WHC)

Sample of a very simple and basic web page from Wildlife Habitat Canada (WHC)

EcoGifts File CLICK HERE FOR A SPECIAL PPT PRESENTATION ON ECOLOGICAL GIFTS CREATED ESPECIALLY FOR THE G2 TOOLKIT
CLICK HERE FOR SPECIAL PPT PRESENTATION ON ECOLOGICAL GIFTS CREATED ESPECIALLY FOR THE G2 TOOLKIT.
File Check out the HANDBOOK first, very helpful
Check out the HANDBOOK first, very helpful
Page Introduction to Ecogifts

Introduction to Eco Gifts

URL Click on third item listed for overview of 9 sample tax scenarios

Click on third item listed for overview of 9 sample tax scenarios

URL Click here for a list of the current eligible charities
Click here for a list of the current eligible charities
URL Find Ecogifts Program Staff
Click here to find Ecogifts Program Staff
File Guidelines on Split Receipting from Environment Canada
Guidelines from Environment Canada on split receipting.
File Guidelines for Appraisals
Guidelines for appraisals from Environment Canada
LAND File Donations of Land, presentation from Sandra Enticknap and Grant Monck
Donations of Land, presentation from Sandra Enticknap and Grant Monck
URL BC based? Click here for land trust resources, courtesy LTABC

BC based? Click here for land trust resources, courtesy LTABC

URL ON based? Click here for many resources, courtesy OLTA

ON based? Click here for many resources, courtesy OLTA

URL CANADA-WIDE: publications and other links, courtesy Canadian Land Trust Alliance

CANADA-WIDE: publications and other links, courtesy Canadian Land Trust Alliance

URL Success stories from our neighbours to the south, courtesy Land Trust Alliance

Success stories from our neighbours to the south, courtesy Land Trust Alliance

URL Covenants, courtesy West Coast Environmental Law
Covenants, courtesy West Coast Environmental Law
Page Conservation Agreements (Easements, Covenants, or Servitudes)

Conservation Agreements (Easements, Covenants, or Servitudes)

URL Read some of the land-related Donor Stories on our home page Give Green Canada

Read some of the land-related Donor Stories on our home page Give Green Canada

File Here is a sample legacy brochure from EDMONTON and AREA LAND TRUST (EALT)
Here is a sample legacy brochure from EDMONTON and AREA LAND TRUST (EALT)
File Sample brochure from HAMILTON CONSERVATION FOUNDATION
Sample brochure from HAMILTON CONSERVATION FOUNDATION
URL Good example of gift planning brochure from Bruce Trail Conservancy

Good example of gift planning brochure from Bruce Trail Conservancy

URL BLOG OF A LAND TRUST EXECUTIVE DIRECTOR: Paul McNair, E.D, of the Land Trust Alliance of BC, blogs on philanthropy et al

BLOG OF A LAND TRUST EXECUTIVE DIRECTOR: Paul McNair, E.D, of the Land Trust Alliance of BC, blogs on philanthropy et al

File Good example of material on Supporting Land Trusts, courtesy LTABC
Good example of material on Supporting Land Trusts, courtesy LTABC
File American Friends (AF) of Canadian Land Trusts
American Friends (AF) of Canadian Land Trusts
URL It's all about storytelling: a DRAFT compilation from land trusts across the country, courtesy Kathyrn Ross of OLTA (this item will be uploaded soon)
It's all about storytelling: a DRAFT compilation of stories from land trusts across the country, courtesy Kathyrn Ross of OLTA (item coming soon, not available yet)
Securities URL One pager on gifts of securities from our website
One pager on gifts of securities from our website
URL Helpful overview of Gifts of Appreciated Securities, courtesy CFC
Helpful overview of Gifts of Appreciated Securities, courtesy CFC
Page Chart for handling gifts of securities

Chart for handling gifts of securities

Page Sample Securities gift acceptance policy

Sample Securities gift acceptance policy

Page Minimizing Donor Tax to Maximize Donor Gifts, courtesy Frank Arnold

Minimizing Donor Tax to Maximize Donor Gifts, courtesy Frank Arnold

Page Flow Through Shares, article courtesy of Marilyn Kerfoot

Flow Through Shares, an article courtesy Marilyn Kerfoot

Major Gifts URL Curious about the ancient origins of Philanthropy? Here's a neat overview from the Showcase for Fundraising Innovation and Inspiration (SOFII)

Curious about the ancient origins of Philanthropy? Here's a neat overview from the Showcase for Fundraising Innovation and Inspiration (SOFII)

Page Chart for handling large outright gifts of cash


Chart for handling large outright gifts of cash

Page Introduction to charitable gift annuities

An introduction to charitable gift annuities

Endowments File "Essential Not Optional: A Strategic Approach to Fundraising for Endowments", CommonFund Institute
"Essential Not Optional: A Strategic Approach to Fundraising for Endowments", CommonFund Institute
URL "The Gift That Keeps On Giving": excellent one-pager on endowments by Terrance S. Carter

"The Gift That Keeps On Giving": excellent one-pager on endowments by Terrance S. Carter

File "Creating a Successful Endowment Program", Sue Widyaratne, Pages 3-4, Gift Planning in Canada Feb 2011
"Creating a Successful Endowment Program", Sue Widyaratne, Pages 3-4, Gift Planning in Canada Feb 2011
URL Explore the one-pager about Endowments on our main website

Explore the one-pager about Endowments on our main website

Page A comprehensive resource: "Planned Giving for Canadians" by Frank Minton

A comprehensive resource: "Planned Giving for Canadians" by Frank Minton

Page Template - Sample Endowment Fund Agreement
Page "The Endowment is a Bit of a Lost Soul"

"The Endowment is a Bit of a Lost Soul"

Page Please check back with us next week for material on Endowments

Please check back with us next week for material on Endowments

File "Are Endowments a Folly?", by Malcolm Burrows, pages 1-3, Gift Planning in Canada, Feb 2011
"Are Endowments a Folly?", by Malcolm Burrows, pages 1-3, Gift Planning in Canada, Feb 2011
Other Resource URL A world of resources is available for you on our main website Give Green Canada

A world of resources available for you on our main website Give Green Canada

URL Here's another Glossary, this one courtesy Give Green Canada

Here's another Glossary, this one courtesy Give Green Canada

File Confused about when to issue a Tax Receipt? See Mark Blumberg's presentation here
Confused about when to issue a Tax Receipt? See Mark Blumberg's presentation here


URL Join the Canadian Association of Gift Planners (CAGP), benefits include a downloadable copy of Frank Minton's book
URL Charity Village offers a Planned Giving online course, click here for details
Charity Village has a comprehensive Campus which includes a course on Planned Giving.
URL Click here for resources from Canadian Environmental Grantmakers Network

Click here for resources from Canadian Environmental Grantmakers Network

URL The "Canadian Donor's Guide", if you don't know it, you need to check it out

The "Canadian Donor's Guide", if you don't know it, you need to check it out

URL The "Canadian Donor's Guide" is an excellent place to advertise and also has several helpful articles for your donors

The "Canadian Donor's Guide" is an excellent place to advertise and also has several helpful articles for your donors

URL Showcase of Fundraising Innovation and Inspiration
File Unlocking More Wealth, report by Malcolm Burrows
Unlocking More Wealth, report by Malcolm Burrows
File Overview of Charity Disbursement Quota Reform, by Malcolm Burrows
Overview of Charity Disbursement Quota Reform, by Malcolm Burrows
URL Sustainability Network
Sustainability Network
URL PlanForGifts
PlanForGifts is another helpful resource.
URL "Book of Charities" is also a leading publication in Canada, if you are not familiar with it, be sure to visit

"Book of Charities" is also a leading publication in Canada, if you are not familiar with it, be sure to visit