Ten points to consider before you launch your bequest program

Ten points to ponder when considering a planned giving program.

Do Current priorities overtake your long term strategy?

An argument for advocating the endowment of bequests.

Working with allied professionals

Working successfully with allied professionals to develop a planned giving program

Building endowments — frequently asked questions

A quick rundown of the important facts about endowments.

Probate fee planning: increased emphasis on reduction of probate fees in Ontario

Article on the reconsideration of the role of probate and of methods to reduce probate fees

Charity’s name in a bequest must be accurate

The results of a court case involving three charities claiming a bequest that was originally named to a charity that didn’t exist.

Let’s take the mystery out of probate

The process of settling an estate follows three main steps — preparing for probate, probating the will and administrating and distributing the estate.

Why worry once you’re in the will?

Article on making donor recognition a high priority.