Planned Giving

A five-step checklist to successfully pitch your nonprofit

Written By: Kerstin Heuer
August 14, 2019

These tips will help you prepare for a major donor or angel investor pitch.

The Small Nonprofit Podcast: Demystifying planned giving with Paul Nazareth

Written By: The Good Partnership
September 17, 2018

In the first episode of The Small Nonprofit Podcast, Paul Nazareth discusses planned giving.

Uncomfortable thinking about bequests?

Written By: Aine McGlynn
August 15, 2018

How to start the conversation about legacy gifts with your donors.

When audiences divide: How to talk to different generations about legacy gifts

Written By: Fraser Green
August 8, 2018

How to talk to Civic and Boomer generations about legacy gifts in direct mail.

How to advance your fundraising career: An interview with David Rubin

Written By: Mazarine Treyz
March 29, 2017

This interview with the Senior Director of Major Gifts at Mercy Corps covers tips on how to land a fundraising job in healthcare, as well as how to move into the field of major gifts.

Legacy Giving: How to attract the right prospects

Written By: Tina Tehranchian
July 14, 2016

Are you attracting the right donors to your legacy giving program?

Proposed tax changes could be catnip for big donors

Written By: Alexandra Tzannidakis
November 4, 2015

Could newly proposed tax changes be a big incentive for your major donors?

Have I got a gift for you: The state of planned giving today

Written By: Elisa Birnbaum
January 28, 2015

The experts weigh in on the current state of planned giving in Canada, providing their opinions on career opportunities, proper terminology, finding the right fundraiser.

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

Written By: Benita Aalto
February 27, 2012

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

Written By: Andy Levy-Ajzenkopf
June 7, 2011

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?

Written By: Diane MacDonald
September 27, 2010

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

Written By: Mark Blumberg
July 26, 2010

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

Written By: Cynthia J. Armour
February 22, 2010

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

Managing endowments during difficult financial times

Written By: Terrrance S. Carter
April 13, 2009

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

Written By: Leslie Howard
January 5, 2009

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.

Listen and learn: Marketing your planned giving program

Written By: Louise Chatterton Luchuk
March 31, 2008

At first glance, the idea of marketing planned giving programs might appear to require a certain degree of delicacy. After all, isn’t it about asking people to think about their own death? While it may appear that way at first, planned giving professionals explain it differently.

Your planned giving program on the web

Written By: Leslie Howard
March 31, 2008

How to market your planned giving on your website.

How to measure the progress of your planned giving program

Written By: Leslie Howard
February 11, 2008

How to track the success of your planned giving program, including with different planned giving vehicles.

Planned giving relationship tracking

Written By: Leslie Howard
November 26, 2007

How keeping records of your meetings with donors can help your planned giving program be successful.

Writing planned giving policies: What and why

Written By: Leslie Howard
October 22, 2007

Why planned giving policies are important and how to write them.