Monthly donors are your best opportunity for a legacy

Profiles of monthly donors and why they are important to fundraising

CRTs offering great potential, but awaiting clarification from hesitant Canada Customs & Revenue Agency

An exploration of charitable remainder trusts and how they can be used in Canada.

Sample bequest wordings — Let me count the ways…

Ten examples of bequest wordings that donors can use in their wills.

Get wild with planned giving: think of it as fundraising!

Five ways to implement case-centred planned giving marketing.

Time-consuming, but powerful when done well, seminars can make the difference

How to conduct a successful seminar to advertise your planned giving program.

Planned giving and the family cottage

How using life insurance as a planned giving option can impact the donor’s tax burden.

Should a fundraiser become an estate trustee or attorney?

There are many reasons why fundraisers should consider acting as an estate trustee or an attorney under a Power of Attorney only in the rarest of occasions.

Getting started with bequest-based programs

Key practices to get you started with your bequest program.

Many dimensions to marketing planned giving programs

How different marketing plans for planned giving programs have worked for various organizations.