Nothing’s certain but death and taxes: A brief guide to planned giving programs

Is a planned giving program the right choice for your organization? This articles addresses common planned giving myths, including that legacy programs are only for large and well established organizations, and also offers tips on setting up a program of your own.

New results from the 2011 International Gift Planning Survey

In October 2010, CharityVillage® and Give Green Canada jointly launched a survey to gather information about a subject in dire need of more data: bequest opportunities for the international charitable sector.

Your planned giving program was approved – now what?

More and more, the area of gift planning is becoming an important fundraising activity with Canadian charities. It allows donors to consider leaving a gift today and later in life, along with the tax implications of those gifts. Whether you are thinking of starting a Planned Giving program or have recently implemented a new program, the following considerations will be key in ensuring its future success.

Leaving a bequest to a Canadian charity

The advantages to involving a lawyer when donors are ready to make a bequest to charity in their will.

Fundraising Q&A: How to market tribute gifts and planned giving

This article discusses how to market memorial gifts and planned giving programs to donors.

Managing endowments during difficult financial times

This article provides some ideas for what a charity can do when it has insufficient income from an endowment fund to meet its disbursement quota under the Income Tax Act.

Gifting securities in a down market: A new spin on an old idea

With the past emphasis on gifting appreciated securities, charities and their donors have forgotten that there can be advantages for donors to make a gift of depreciated securities as well.

Wills and charitable bequests as a planned giving option

Adam outlines what to expect in the way of taxes, what steps you should take if your charity is named in a will, and how to turn down a charitable bequest.

Private securities as a planned giving option

Adam explains what a private security is, the benefits of donating securities to charity, and the tax pitfalls you should be aware of.

RRSPs as a planned giving option

Adam weighs in on whether or not it is a good idea to donate your RRSPs to charity, the tax consequences upon doing so, and the complications a charity may face when accepting RRSPs.