Preprinted Planned Giving Booklets

Thorough yet readable, with numerous "real-world" examples, each booklet treats a particular gift type or planned giving topic. Use them to respond to inquiries generated by your newsletter, as "leave-behinds" on prospect visits, or in a mailing to selected audiences. Two of the titles are 20 pages long, four are 16 pages, and one is 12 pages. All are attractively printed and sized to fit in a standard business envelope. At your request, we'll supply them with your organization's name and logo printed on the front, address and phone numbers on the back.

Booklet Text  
Text in electronic form for all English language booklet titles is now available online for you to download and use in producing your own booklets.  

Booklet Text (in French and English) for Use in Quebec
Text for all booklet titles (except Gifts by Americans to Canadian Universities) is available for you to use in producing your own booklets. Each text has been reviewed for accuracy by Montreal lawyer Anne-Marie Boucher.

Click here for more information on our French and English language texts for use in Quebec.

View and print the Order Form for details regarding prices and ordering information, (including multiple-text discounts).

Designs for Giving (20 pages). This comprehensive booklet describes and illustrates the various methods of making charitable gifts, explaining the tax benefits of each. It can be used as a target mailer, to respond to general inquiries, as a resource guide for professionals, and to distribute at seminars.

Gifts of Securities (16 pages). Recent Federal Budget changes have made gifts of listed securities more attractive than ever. Charities of all types are now 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 gifts of all types of securities and should stimulate your donors to make more and larger gifts, funded with securities.

Ensuring Your Wishes: A Guide to Your Will (16 pages). 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 charitable institutions they wish to support.

Giving Through Trusts (16 pages). This booklet discusses spousal and family trusts, as well as charitable remainder trusts, and explains how charitable gifts can be made with all types of trusts.  Concrete illustrations will make the concepts clear even to readers unfamiliar with trusts.

The Charitable Gift Annuity (12 pages). 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 -- and how it can work for them and for your organization. It is written so that it applies both to charities that self-insure and reinsure gift annuities. 

Giving With Life Insurance (16 pages). 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.

Gifts By Americans to Canadian Universities (20 pages). The Canada-U.S. Tax Treaty permits Americans to make tax-deductible gifts to the Canadian University 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 U.S. law.