Planned Giving Booklets - Electronic Format

Thorough and readable, with numerous examples, each booklet treats a particular gift type or planned gift topic. Use them to respond to inquiries generated by your newsletter, leave on donor visits, or mail to selected audiences. Order booklet text in electronic form here. Provide the text to your publications designer for design and layout purposes, and then produce the resulting documents to your own specifications.

Ensuring Your Wishes: A Guide to Your Will This practical booklet will be helpful to persons thinking about drafting a new Will or updating an old one. It explains how individuals can ensure that their objectives are met, both for family members and for the charitable institutions they wish to support. Revised to reflect legislative changes introduced in the May 2006 Federal budget. Product Number: BB1
Our Price $500.00
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Designs for Giving This comprehensive booklet describes and illustrates the various methods of making charitable gifts, explaining the tax benefits of each. Revised to fully reflect tax changes introduced in the May 2006 and March 2007 Federal budgets. Can be used as a target mailer, to respond to general inquiries, as a resource for allied professionals, and /or to distribute to seminar attendees. Product Number: CB1
Our Price $600.00
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Giving with Life Insurance After discussing life insurance in general, this booklet focuses on how to make life insurance gifts and how to use life insurance as wealth replacement to facilitate major gifts. It will be a useful resource to give both to prospective donors and life insurance agents. Reflects administrative changes introduced in recent Federal budgets. Product Number: FB1
Our Price $500.00
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The Charitable Gift Annuity The gift annuity, whether self-insured or reinsured, can fill an important niche in your organization's menu of gift techniques. This booklet will help potential donors understand how an annuity works for them and your organization. It is written so that it applies both to charities that self-insure and reinsure gift annuity contracts, and has been updated to reflect the CRA's legislative amendments introduced in December 2002. Product Number: GB1
Our Price $500.00
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Giving Through Trusts This booklet discusses and shows clear illustrations of spousal and family trusts, as well as charitable remainder trusts, and explains how charitable gifts can be made using all types of trusts in Canada. Product Number: HB1
Our Price $500.00
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Gifts of Securities Gifts of listed securities are more attractive than ever, and charities are receiving unprecedented numbers of such gifts. Charities also continue to receive gifts of privately-owned shares and gifts of listed securities from holding companies. This booklet discusses all the various types and should stimulate your donors to consider making more and larger gifts, funded with securities. It has been fully revised to reflect the tax changes introduced in the May 2006 and March 2007 Federal budgets. Product Number: SB1
Our Price $500.00
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Gifts By Americans to Canadian Universities The Canada-U.S. Tax Treaty permits Americans to make tax-deductible gifts to certain Canadian Universities where they or members of their family are or were students. This booklet describes ways of making gifts to your institution and explains the tax benefits under current U.S. law. Product Number: ZB1
Our Price $600.00
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Texts for the Quebec Market
Booklet text for use in the province of Quebec is also available in electronic form. These texts are unique to Quebec and reflect current tax laws in the province. Available in both French and English languages. Click here for more information.  

Pre-Printed PlanGiv Booklets
For prices on English language pre-printed booklets and imprinting costs, please click here.