Moodle Maintenance July 29, 2025

Tuesday, July 29, 2025 5:30am PT  -  Tuesday, July 29, 2025 6:00am PT

We will be updating Moodle on Tuesday, July 29 between 5:30am and 6:00am PDT, and Moodle will not be available.

Thank you for your patience and understanding as we complete the work required to keep your course websites up to date and fully functional.

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Expand Collapse Unit 1 - Introduction ("Home Page") Highlighted
  • Welcome to the G2 TOOLKIT Are you exhau...
  • How to Navigate the Toolkit
  • Toolkit - List of Contents
  • Quick Poll: Did you think you had to be an Expert?
  • Quick Poll: Tell us which Internet Browser you use
  • News discussion forum
  • Check out our Roller Coaster ad
  • We would like to thank Royal Roads University fo...
Expand Collapse Unit 2: Getting Started Highlighted
  • Getting Started /  Finding a Champion or Advo...
  • New national legacy campaign - Will Power
  • Common misunderstandings and excuses
  • Why Focus on Legacies Today?
  • Results of our international legacy survey - helpful tips
  • Legacy Giving is Growing, new research courtesy FLA Group
  • Poll: How Familiar are you with Gift Planning?
  • Ideally, here are some ingredients you need to begin, but you don't need all of these to start a simple legacy program
  • Ten Tips To Help You Get Started
  • Here is a Helpful Glossary of Gift Planning
  • Chart of types of charitable gifts, courtesy CFC
  • 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 From 2006 so the Gifts of Securities section is out of date but otherwise a helpful primer.
  •   How to find an advocate or champion for yo...
  • Tips on acquiring an advocate and internal support
  • Pointers on getting Board approval
  • Chart of "Progressive Steps" in Gift Planning
Expand Collapse Unit 3: Tracking Progress Highlighted
  • In this unit you will learn about the ...
  • The All Important Message - Learn how to keep track of your progress
  • For advanced practitioners, "Metrics of Gift Planning", courtesy Kathryn Miree
  • A senior gift planner lays out the framework for a comprehensive program
  • Top 10 planned giving myths, courtesy Richard Barrett & Reine Shiffman
Expand Collapse Unit 4: Advisors and Getting Systems in Place Highlighted
  • Working with professional advisors & g...
  • Why having a Gift Acceptance policy helps you
  • Sample basic Gift Acceptance policy document
  • In-depth presentation by Theresa Man
  • Quick Poll - do you have any policies in place at your organization?
  • Working with Professional Advisors
  • Backgrounder on professional advisors
  • Role of the Professional Advisor, courtesy Community Foundations of Canada
  • For the advisors' viewpoint, explore "Tools for Advisors" courtesy CFC
  • Take the quick Poll: Spot who is NOT a professional advisor
  • Intermediate level: Explore Mark Blumberg's paper ...
  • Mark Blumberg article on Importance of Advisors
  • Set up your Readiness Binder
  • Overview of a "Readiness Binder" checklist
Expand Collapse Unit 5: Outreach and Building Relationships Highlighted
  • Discover Give Green Canada's winn...
  • It's all about Storytelling
  • Storytelling - 20 Great Places for Narrative (courtesy Leah Eustace)
  • Ten Tips on Connecting with Donors
  • "7 Fatal Flaws in Donors Newsletters", courtesy Tom Ahern
  • Tip sheet on growing your donor base, courtesy CONVIO
  • Marketing Overkill? How to tune out prospects without really trying
  • Social Media
  • Social Media - everybody's talking, who's walking
  • Good report on "Technology and the Nonprofit Sector", courtesy Ketchum
  • Getting Social Media Right: A Guide, courtesy Bridgespan
  • 12 tips to drive traffic to the legacy pages on your website, Virtual Giving
  • How to reach and connect with donors with YouTube
  • Nonprofit Social Network Survey
  • Donor's Bill of Rights and Sample Confidentiality ...
  • Donor's Bill of Rights
  • Sample Donor Confidentiality policy
Expand Collapse Unit 6: Bequests Highlighted
  • This is the heart of our Toolkit. If...
  • Special: PLANNED GIVING AND THE BRAIN, remarkable presentation by Russell James
  • An introduction to Bequests
  • Step-by-step chart on processing of bequests
  • "Envisioning and Investing in Legacy and Bequest Opportunities" - Give Green Canada's report
  • SEVA Canada has recently created some excellent l...
  • Great buckslip from SEVA, courtesy SEVA and Simon Trevelyan of ST Legacy Group
  • Excellent legacy brochure from SEVA
  • How to attract bequest gifts, inside tips from Audubon
  • See a showcase of legacy fundraising at SOFII
  • Excellent legacy brochure from BC Children's Hospital
  • Explore trends and opportunities in bequests, endowments and major gifts
  • March 2010 new research on bequest marketing (FLA Group)
  • Sample Bequest gift acceptance policy
  • Sebastian Wilberforce has 5 top legacy tips for you
  • Recent research sheds light on bequest giving (USA)
  • Tips and Templates, by Peter Chipman of Variety Club
  • 10 Steps to Get Going
  • Hot TIP: Always put a disclaimer into any of your ...
  • Communicating and outreach
  • Good example of legacy / bequest survey, from PLAN
  • Richard Radcliffee counsels you to avoid the "death brochures"
  • The Story behind the GIft, courtesy Norma Cameron
  • Marketing Your Planned Giving Program, May 2011 GPIC by Sara Penner and Krislyn Glays (pgs 5-7)
  • Get Wild With Planned Giving: Think Of It As Fundraising!
  • Listen to a 30-second Legacy Radio Spot from AFGA
  • 12 Month Marketing Plan (Gift Planning) from Virtual Giving
  • Is a Legacy Circle or Legacy Society for you?T...
  • Learn about Legacy or Bequest Societies
  • Estate Administration in a Nutshell
  • Estate Administration in a Nutshell, courtesy Sweatman, Windeyer
  • Intermediate Level backgrounder on Avoiding Legal and Ethical Problems
  • Miscellaneous resources, sample ads, estate ad...
  • From the SOFII site, examples of legacy outreach materials
  • "The Vision-Driven Approach" Legacy Development and Marketing, Part One, courtesy Simon Trevelyan (Power Point)
  • Example of a full-page Bequest print ad from Audubon
  • Sample of a good gift planning brochure from Bruce Trail Conservancy
  • Sample legacy brochure from Hamilton Naturalists Club
  • Why some people are reluctant to let a charity know about a future legacy
Expand Collapse Unit 7: Life Insurance Highlighted
  • This Unit explores gifts of life insurance, th...
  • 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 gift of insurance proceeds
  • Imagine Canada "Charity Tax Tools" website includes information about gifts of life insurance.
  • Take the Quick Poll - Gifts of Life Insurance
  • Sample policy Life Insurance gifts
Expand Collapse Unit 8: Ecological Gifts Program Highlighted
  • Unit 8: Ecological Gifts Program, Environment and ...
  • Powerpoint Presentation about Ecogifts
  • Ecological Gifts Program HANDBOOK
  • Introduction to Ecogifts
  • Click here for a list of the current eligible charities
  • Guidelines on Split Receipting from Environment Canada
  • Guidelines for Appraisals
  • Quick Poll - here's a 15-second poll
Expand Collapse Unit 9: Land Highlighted
  • Donations of Land, presentation from Sandra Enticknap and Grant Monck
  • BC based? Click here for land trust resources, courtesy LTABC
  • ON based? Click here for many resources, courtesy OLTA
  • Canada-Wide: publications and other links, courtesy Canadian Land Trust Alliance
  • Success stories from our neighbours to the south, courtesy Land Trust Alliance
  • Covenants, courtesy West Coast Environmental Law
  • Conservation Agreements (Easements, Covenants, or Servitudes)
  • Read some of the land-related Donor Stories on our home page Give Green Canada
  • A Few Sample Legacy and other Brochures from Land ...
  • Here is a sample legacy brochure from Edmonton and Area Land Trust (EALT)
  • Sample brochure from Hamilton Conservation Foundation
  • Good example of gift planning brochure from Bruce Trail Conservancy
  • Other resources
  • Blog of a Land Trust Executive Director: Paul McNair, E.D, of the Land Trust Alliance of BC, blogs on philanthropy et al
  • Good example of material on Supporting Land Trusts, courtesy LTABC
  • American Friends (AF) of Canadian Land Trusts
  • Gifts of Real Estate such as cottages, etc.
Expand Collapse Unit 10: Securities Highlighted
  • Gifts of Securities In this Unit you will d...
  • One pager on gifts of securities from our website
  • Helpful overview of Gifts of Appreciated Securities, courtesy CFC
  • Chart for handling gifts of securities
  • Sample Securities gift acceptance policy
  • Minimizing Donor Tax to Maximize Donor Gifts, courtesy Frank Arnold
  • Flow Through Shares, article courtesy of Marilyn Kerfoot
Expand Collapse Unit 11: Major Gifts Highlighted
  • This unit covers other types of planned gi...
  • 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"
  • Chart for handling large outright gifts of cash
  • Introduction to Charitable Gift Annuities
Expand Collapse Unit 12: Endowments Highlighted
  • If you would like to share any example...
  • Strategic Approach to Fundraising for Endowments
  • "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
  • 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
Expand Collapse Other Resources Highlighted
  • Label
  • Visit the Resource section on our main website, Gi...
  • A world of resources is available for you on our main website Give Green Canada
  • Here's another Glossary, this one courtesy Give Green Canada
  • Confused about when to issue a Tax Receipt? See Mark Blumberg's presentation here
  • 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
  • The "Canadian Donor's Guide", if you don't know it, you need to check it out
  • The "Canadian Donor's Guide" is an excellent place to advertise and also has several helpful articles for your donors
  • Showcase of Fundraising Innovation and Inspiration
  • Unlocking More Wealth, report by Malcolm Burrows
  • Overview of Charity Disbursement Quota Reform, by Malcolm Burrows
  • Sustainability Network
  • "Book of Charities" is also a leading publication in Canada, if you are not familiar with it, be sure to visit
  • Did you find the Resource section useful?
Expand Collapse OER Resource Highlighted
  • Downloadable OER file
  1. Give Green Canada
  2. Other Resources
  3. 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

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

Completion requirements

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

Click on The "Canadian Donor's Guide" is an excellent place to advertise and also has several helpful articles for your donors to open the resource.
◄ The "Canadian Donor's Guide", if you don't know it, you need to check it out
Showcase of Fundraising Innovation and Inspiration ►
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