Give Green Canada
Unit | Name | Description |
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How to Navigate the Toolkit | ||
Toolkit - List of Contents | TOOLKIT - LIST OF CONTENTS |
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Check out our Roller Coaster ad | ||
Unit 2: Getting Started | New national legacy campaign - Will Power | Learn about Canada's new, national legacy campaign, an initiative of the Canadian Association of Gift Planners. Highly recommended for organizations large and small. |
Common misunderstandings and excuses | ||
Why Focus on Legacies Today? | Why focus on Legacies today? |
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Results of our international legacy survey - helpful tips | Results of our international legacy survey - helpful tips |
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Legacy Giving is Growing, new research courtesy FLA Group | Legacy Giving is Growing, new research courtesy FLA Group |
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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 |
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Ten Tips To Help You Get Started | ||
Chart of types of charitable gifts, courtesy CFC | Chart of types of charitable gifts, courtesy CFC |
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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 From 2006 so the Gifts of Securities section is out of date but otherwise a helpful primer.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 Please note this is from 2006 (so the Gifts of Securities section is out of date) but it is a helpful primer. |
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Tips on acquiring an advocate and internal support | ||
Pointers on getting Board approval | ||
Chart of "Progressive Steps" in Gift Planning | Chart of Progressive steps in Gift Planning |
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Unit 3: Tracking Progress | The All Important Message - Learn how to keep track of your progress | |
For advanced practitioners, "Metrics of Gift Planning", courtesy Kathryn Miree | For advanced practioners, "Metrics of Gift Planning", courtesy Kathryn Miree |
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A senior gift planner lays out the framework for a comprehensive program | A senior gift planner lays out the framework for a comprehensive program |
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Top 10 planned giving myths, courtesy Richard Barrett & Reine Shiffman | Top 10 planned giving myths, Richard Barrett & Reine Shiffman |
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Unit 4: Advisors and Getting Systems in Place | Why having a Gift Acceptance policy helps you | Why it helps YOU to have a Gift Acceptance policy in place |
Sample basic Gift Acceptance policy document | Sample basic Gift Acceptance policy document |
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In-depth presentation by Theresa Man | Theresa Man's in-depth presentation on gift acceptance policies, at Carters.ca. |
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Backgrounder on professional advisors | Backgrounder on professional advisors |
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Role of the Professional Advisor, courtesy Community Foundations of Canada | Role of the Professional Advisor, courtesy Community Foundations of Canada |
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For the advisors' viewpoint, explore "Tools for Advisors" courtesy CFC | For the advisors' viewpoint ,explore "Tools for Advisors," courtesy CFC |
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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. |
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Overview of a "Readiness Binder" checklist | Overview of a "Readiness Binder" checklist |
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Unit 5: Outreach and Building Relationships | Storytelling - 20 Great Places for Narrative (courtesy Leah Eustace) | Storytelling - 20 Great Places for Narrative (courtesy Leah Eustace) |
Ten Tips on Connecting with Donors |
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"7 Fatal Flaws in Donors Newsletters", courtesy Tom Ahern | "7 Fatal Flaws in Donors Newsletters", courtesy Tom Ahern |
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Tip sheet on growing your donor base, courtesy CONVIO | Tip sheet on growing your donor base, courtesy CONVIO |
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Marketing Overkill? How to tune out prospects without really trying | Marketing Overkill? How to tune out prospects without really trying, courtesy Fraumeni and Pierson |
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Social Media - everybody's talking, who's walking | Social Media - everybody's talking, who's walking |
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Good report on "Technology and the Nonprofit Sector", courtesy Ketchum | Good report on "Technology and the Nonprofit Sector", courtesy Ketchum |
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Getting Social Media Right: A Guide, courtesy Bridgespan | Getting Social Media Right: A Guide, courtesy Bridgespan |
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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 |
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How to reach and connect with donors with YouTube | How to reach and connect with donors with YouTube |
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Nonprofit Social Network Survey | Nonprofit Social Network Survey report |
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Donor's Bill of Rights | Donor's Bill of Rights, courtesy Give Green Canada |
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Sample Donor Confidentiality policy | Sample Donor Confidentiality policy |
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Unit 6: Bequests | Special: PLANNED GIVING AND THE BRAIN, remarkable presentation by Russell James | Special: PLANNED GIVING AND THE BRAIN, remarkable presentation by Russell James |
An introduction to Bequests | An introduction to Bequests |
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Step-by-step chart on processing of bequests | Step-by-step chart on processing bequests |
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"Envisioning and Investing in Legacy and Bequest Opportunities" - Give Green Canada's report | "Envisioning and Investing in Legacy and Bequest Opportunities" - Give Green Canada's recent international survey report |
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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 |
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Excellent legacy brochure from SEVA | Excellent legacy brochure from SEVA |
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How to attract bequest gifts, inside tips from Audubon | How to attract bequest gifts, inside tips from Audubon |
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See a showcase of legacy fundraising at SOFII | Click here to quickly register on SOFII and discover examples of best practice |
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Excellent legacy brochure from BC Children's Hospital | Excellent legacy brochure from BC Children's Hospital. |
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Explore trends and opportunities in bequests, endowments and major gifts | Explore trends and opportunities in bequests, endowments and major gifts |
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March 2010 new research on bequest marketing (FLA Group) | Click here for recent article on bequest marketing (from FLA Group) |
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Sample Bequest gift acceptance policy | Sample Bequest gift acceptance policy |
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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:
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Recent research sheds light on bequest giving (USA) | Recent research sheds light on bequest giving (USA) |
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Tips and Templates, by Peter Chipman of Variety Club | Tips and Templates, by Peter Chipman of Variety Club |
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10 Steps to Get Going | 10 Steps to Get Going |
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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. |
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Richard Radcliffee counsels you to avoid the "death brochures" | Richard Radcliffee counsels you to avoid the "death brochures" |
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The Story behind the GIft, courtesy Norma Cameron | The Story behind the GIft, courtesy Norma Cameron |
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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) |
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Get Wild With Planned Giving: Think Of It As Fundraising! | ||
Listen to a 30-second Legacy Radio Spot from AFGA | LISTEN TO A 30-SECOND LEGACY RADIO SPOT from AFGA |
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12 Month Marketing Plan (Gift Planning) from Virtual Giving | 12 Month Marketing Plan (Gift Planning) from Virtual Giving |
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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 |
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Estate Administration in a Nutshell, courtesy Sweatman, Windeyer | Estate Administration in a Nutshell, courtesy Sweatman, Windeyer |
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Intermediate Level backgrounder on Avoiding Legal and Ethical Problems | Intermediate Level backgrounder on Avoiding Legal and Ethical Problems, courtesy Mark Blumberg |
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From the SOFII site, examples of legacy outreach materials | From the SOFII site, examples of legacy outreach materials |
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"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) |
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Example of a full-page Bequest print ad from Audubon | ||
Sample of a good gift planning brochure from Bruce Trail Conservancy | Sample of a good gift planning brochure from Bruce Trail Conservancy |
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Sample legacy brochure from Hamilton Naturalists Club | Sample legacy brochure from Hamilton Naturalists Club |
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Why some people are reluctant to let a charity know about a future legacy | Fears of being 'bombarded' deter almost two-thirds of people from telling charities about legacy gifts, results of research conducted by Fastmap, an agency in the UK focused on legacies. |
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Unit 7: Life Insurance | 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) |
Chart for Life Insurance gifts (Irrevocable Ownership Transfer) | Chart for gifts of life insurance (when charity becomes owner of policy) |
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Chart for gift of insurance proceeds | Chart of procedures for gift of life insurance proceeds |
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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. |
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Sample policy Life Insurance gifts | Sample policy Life Insurance gifts |
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Unit 8: Ecological Gifts Program | Powerpoint Presentation about Ecogifts | |
Ecological Gifts Program HANDBOOK | A helpful guide to Environment and Climate Change Canada's "Ecological Gifts Program". |
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Introduction to Ecogifts | Introduction to Eco Gifts |
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Click here for a list of the current eligible charities | Click here for a list of the current eligible charities |
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Guidelines on Split Receipting from Environment Canada | Guidelines from Environment Canada on split receipting. |
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Guidelines for Appraisals | Guidelines for appraisals from Environment Canada |
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Unit 9: Land | Donations of Land, presentation from Sandra Enticknap and Grant Monck | Donations of Land, presentation from Sandra Enticknap and Grant Monck |
BC based? Click here for land trust resources, courtesy LTABC | BC based? Click here for land trust resources, courtesy LTABC |
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ON based? Click here for many resources, courtesy OLTA | ON based? Click here for many resources, courtesy OLTA |
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Canada-Wide: publications and other links, courtesy Canadian Land Trust Alliance | ||
Success stories from our neighbours to the south, courtesy Land Trust Alliance | Success stories from our neighbours to the south, courtesy Land Trust Alliance |
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Covenants, courtesy West Coast Environmental Law | Covenants, courtesy West Coast Environmental Law |
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Conservation Agreements (Easements, Covenants, or Servitudes) | Conservation Agreements (Easements, Covenants, or Servitudes) |
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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 |
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Here is a sample legacy brochure from Edmonton and Area Land Trust (EALT) | ||
Sample brochure from Hamilton Conservation Foundation | Sample brochure from HAMILTON CONSERVATION FOUNDATION |
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Good example of gift planning brochure from Bruce Trail Conservancy | Good example of gift planning brochure from Bruce Trail Conservancy |
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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 |
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Good example of material on Supporting Land Trusts, courtesy LTABC | Good example of material on Supporting Land Trusts, courtesy LTABC |
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American Friends (AF) of Canadian Land Trusts | American Friends (AF) of Canadian Land Trusts |
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Gifts of Real Estate such as cottages, etc. | Gifts of Real Estate such as cottages, etc. |
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Unit 10: Securities | One pager on gifts of securities from our website | One pager on gifts of securities from our website |
Helpful overview of Gifts of Appreciated Securities, courtesy CFC | Helpful overview of Gifts of Appreciated Securities, courtesy CFC |
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Chart for handling gifts of securities | Chart for handling gifts of securities |
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Sample Securities gift acceptance policy | Sample Securities gift acceptance policy |
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Minimizing Donor Tax to Maximize Donor Gifts, courtesy Frank Arnold | Minimizing Donor Tax to Maximize Donor Gifts, courtesy Frank Arnold |
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Flow Through Shares, article courtesy of Marilyn Kerfoot | Flow Through Shares, an article courtesy Marilyn Kerfoot |
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Unit 11: Major Gifts | Curious about the ancient origins of Philanthropy? Here's a neat overview from the Showcase for Fundraising Innovation and Inspiration (SOFII) | |
Kim Klein talks about "Getting Major Gifts" | Kim Klein talks about "Getting Major Gifts" |
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Chart for handling large outright gifts of cash |
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Introduction to Charitable Gift Annuities | An introduction to charitable gift annuities |
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Unit 12: Endowments | "Essential Not Optional: A Strategic Approach to Fundraising for Endowments", CommonFund Institute | "Essential Not Optional: A Strategic Approach to Fundraising for Endowments", CommonFund Institute |
Explore the one-pager about Endowments on our main website | ||
A comprehensive resource: "Planned Giving for Canadians" by Frank Minton | A comprehensive resource: "Planned Giving for Canadians" by Frank Minton |
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Get a free copy of Frank Minton's book when you join Canadian Association of Gift Planners (CAGP) | ||
Template - Sample Endowment Fund Agreement | ||
"The Endowment is a Bit of a Lost Soul" | ||
"Are Endowments a Folly?", by Malcolm Burrows, pages 1-3, Gift Planning in Canada, Feb 2011 | ||
Other Resources | 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 |
Here's another Glossary, this one courtesy Give Green Canada | Here's another Glossary, this one courtesy Give Green Canada |
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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 |
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Join the Canadian Association of Gift Planners (CAGP), benefits include a downloadable copy of Frank Minton's book | ||
Click here for resources from Canadian Environmental Grantmakers Network | Click here for resources from Canadian Environmental Grantmakers Network |
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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 |
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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 |
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Showcase of Fundraising Innovation and Inspiration | ||
Unlocking More Wealth, report by Malcolm Burrows | Unlocking More Wealth, report by Malcolm Burrows |
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Overview of Charity Disbursement Quota Reform, by Malcolm Burrows | Overview of Charity Disbursement Quota Reform, by Malcolm Burrows |
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Sustainability Network | Sustainability Network |
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"Book of Charities" is also a leading publication in Canada, if you are not familiar with it, be sure to visit | ||
OER Resource | Downloadable OER file |