Unit Name Description
Page How to Navigate the Toolkit
Page Toolkit - List of Contents

TOOLKIT - LIST OF CONTENTS

File Check out our Roller Coaster ad

Unit 2: Getting Started URL 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.



Example of an ad for the Will Power campaign

Page Common misunderstandings and excuses


Page Why Focus on Legacies Today?

Why focus on Legacies today?

File Results of our international legacy survey - helpful tips

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


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 From 2006 so the Gifts of Securities section is out of date but otherwise a helpful primer.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 Please note this is from 2006 (so the Gifts of Securities section is out of date) but it is a helpful primer.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
Page Pointers on getting Board approval
File Chart of "Progressive Steps" in Gift Planning
Chart of Progressive steps in Gift Planning 
Unit 3: Tracking Progress Page 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


Unit 4: 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 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 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

Unit 5: 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

Unit 6: 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 report
"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)
URL Get Wild With Planned Giving: Think Of It As Fundraising!
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)
Page Example of a full-page Bequest print ad from Audubon
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
URL 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.

Unit 7: Life Insurance 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)
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

Unit 8: Ecological Gifts Program File Powerpoint Presentation about Ecogifts
File Ecological Gifts Program HANDBOOK

A helpful guide to Environment and Climate Change Canada's "Ecological Gifts Program".

Page Introduction to Ecogifts

Introduction to Eco Gifts

URL Click here for a list of the current eligible charities
Click here for a list of the current eligible charities
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
Unit 9: 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
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)

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
Page Gifts of Real Estate such as cottages, etc.
Gifts of Real Estate such as cottages, etc.
Unit 10: 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

Unit 11: Major Gifts URL Curious about the ancient origins of Philanthropy? Here's a neat overview from the Showcase for Fundraising Innovation and Inspiration (SOFII)
File Kim Klein talks about "Getting Major Gifts"
Kim Klein talks about "Getting Major Gifts"
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

Unit 12: 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 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

URL Get a free copy of Frank Minton's book when you join Canadian Association of Gift Planners (CAGP)
Page Template - Sample Endowment Fund Agreement
Page "The Endowment is a Bit of a Lost Soul"
File "Are Endowments a Folly?", by Malcolm Burrows, pages 1-3, Gift Planning in Canada, Feb 2011

Other Resources 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 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 "Book of Charities" is also a leading publication in Canada, if you are not familiar with it, be sure to visit
OER Resource Folder Downloadable OER file