Fundraising is about inspiring donors to take action around your mission. However, fundraising is also about Time, Money, and Results. Find technical planned giving information in a hurry here.

Suggested Reading

The Experience Economy: Work Is Theatre & Every Business a Stage
by B. Joseph Pine II & James H. Gilmore
Boom, Bust and Echo: How to Profit from the Coming Demographic Shift
by David Foote

Periodicals

WELL ADVISED: A Planned Giving Reference Source For Allied Professionals Sherry Clodman, CFRE and Dr. Edward H. Pearce
2006. Publisher: The Hilborn Group Limited
Box 86, Station C, Toronto, ON M6J 3M7
Tel: (416) 345-9403
Fax: (416) 345-8010
E-mail: info@canadianfundraiser.com (Jim Hilborn, Publisher)
Website: www.canadianfundraiser.com

A landmark Resource Guide for allied professionals and planned giving advisory committees, this latest publication provides an overview of each charitable gift type, benefits to the professional advisor, client and charity, and sample illustrations with tax implications. Included are sections on sector resources, Interpretation Bulletins (current and historic), Actuarial Tables and a comprehensive glossary.
Modern Donor
(Monthly e-newsletter) Editor: Judith Nichols; Publisher: Jim Hilborn, The Hilborn Group Limited
Box 86, Station C, Toronto, ON M6J 3M7
Tel: (416) 345-9403
Fax: (416) 345-8010
E-mail: info@moderndonor.com
Website: www.moderndonor.com

Launched in the fall of 2005, this global publication offers in-depth coverage of major trends and developments in international fund development, philanthropy and nonprofit management. Free publication.
Gift Planning in Canada
(Monthly e-newsletter) Editor: John Webster Hochstadt; Publisher: Jim Hilborn, The Hilborn Group Limited
Box 86, Station C, Toronto, ON M6J 3M7
Tel: (416) 345-9403
Fax: (416) 345-8010
E-mail: jim@gpic.ca or info@canadianfundraiser.com>
Website: www.gpic.ca (Gift Planning in Canada)

Launched in 1995, this monthly publication provides an overview of trends, developments and news of the gift planning profession in Canada. Available by paid subscription from the publisher.
A Portrait of Canada’s Charities
2006. (Updated Yearly) Publisher: Imagine Canada
425 University Avenue, Suite 900, Toronto, ON M5G 1T6
Tel: (416) 597-2293
Toll Free: 1-800-263-1178
Fax: (416) 597-2294
E-mail: info@imaginecanada.ca
Website: www.imaginecanada.ca

Provides facts about the size, scope and financing of registered charities in Canada. Also included is A Provincial Portrait of Canada’s Charities which updates and provides provincial breakdowns.
Canadian Book of Charities
2005. 25th edition. (Updated Annually). Publisher: Mavora Publications
86 Kingsway Crescent, Toronto, ON M8X 2R6
Tel: (416) 233-5490
Fax: (416) 239-2757
E-mail: info@canadian-charities.com
Website: www.canadian-charities.com

A fundraising tool and resource for legal and financial professionals involved in tax and estate planning. Freely provided to every legal firm in Canada. Includes a directory listing of charities in Canada and a on-line database.
Canadian Donor’s Guide
20th edition. (Updated Annually) Publisher: Anderson Charters
1192 Birchcliffe Crescent, RR 4, Orillia, ON L3V 6H4
Tel: (705) 325-5552
Fax: (705) 325-5596
E-mail: info@donorsguide.ca
Website: www.donorsguide.ca

An annual directory to fundraising organizations in Canada. Includes a fully searchable, online database of the more established and active charitable organizations nationwide.
Front & Centre
Periodical. (Published six times per year) Publisher: Imagine Canada
425 University Avenue, Suite 900, Toronto, ON M5G 1T6
Tel: (416) 597-2293
Toll Free: 1-800-263-1178
Fax: (416) 597-2294
E-mail: info@imaginecanada.ca
Website: www.imaginecanada.ca

Provided free to members of Imagine Canada, (formerly the Canadian Centre for Philanthropy). Articles on fundraising, nonprofit management, board and governance issues, human resources, volunteering, trends and statistics, political and social issues, and legal and regulatory reform.
The Philanthropist
Journal. (Updated Quarterly) Publisher: The Agora Foundation
Box 507, Station Q, Toronto, ON M4T 2M5
Tel: (416) 483-7282
Fax: (416) 489-1713
Email: info@thephilanthropist.ca
Website: www.thephilanthropist.ca

A quarterly journal for managers, directors, and legal and financial advisors of Canadian charitable organizations and foundations. Includes articles and information relevant to the Canadian philanthropic sector. Published with the assistance of the Charity and Not-for-Profit Law Section of the Canadian Bar Association and Imagine Canada.
Will Power
2006. (Monthly newsletter) Publisher: CCH Canadian Limited
90 Sheppard Avenue East, Suite 300, Toronto, ON M2N 6X1
Tel: (416) 224-2224 (main)
Toll Free: 1-800-268-4522 (customer service)
Fax: (416) 224-2243 or 1-800-461-4131
E-mail: cservice@cch.ca
Website: www.cch.ca/product

Summarizes the various issues affecting estate administration in Canada, from funeral arrangements to the final passing of accounts.
The Estate Planner Newsletter
Newsletter. (Updated Monthly). Publisher: CCH Canadian Limited 90 Sheppard Avenue East, Suite 300, Toronto, ON M2N 6X1 Tel: (416) 224-2224 (main) Toll Free: 1-800-268-4522 (customer service) Fax: (416) 224-2243 or 1-800-461-4131 E-mail: cservice@cch.ca Website: www.cch.ca/product Newsletter. (Updated Monthly). Publisher: CCH Canadian Limited
90 Sheppard Avenue East, Suite 300, Toronto, ON M2N 6X1
Tel: (416) 224-2224 (main)
Toll Free: 1-800-268-4522 (customer service)
Fax: (416) 224-2243 or 1-800-461-4131
E-mail: cservice@cch.ca
Website: www.cch.ca/product

Provides monthly updates and case summaries of the various issues affecting estate planning in Canada. Includes coverage of the latest judicial and legislative developments.
The Estate Planner’s Handbook (Robert Spenceley)
2nd edition (Updated Annually). Publisher: CCH Canadian Limited
90 Sheppard Avenue East, Suite 300, Toronto, ON M2N 6X1
Tel: (416) 224-2224 (main)
Toll Free: 1-800-268-4522 (customer service)
Fax: (416) 224-2243 or 1-800-461-4131
E-mail: cservice@cch.ca
Website: www.cch.ca/product

An overview of estate planning, including: tax-planning and the Will, tax consequences of charitable donations, powers of attorney, and protection from creditors.
Canadian Estate Planning and Administration Guide
2006. (Updated Monthly) Publisher: CCH Canadian Limited
90 Sheppard Avenue East, Suite 300, Toronto, ON M2N 6X1
Tel: (416) 224-2224 (main)
Toll Free: 1-800-268-4522 (customer service)
Fax: (416) 224-2243 or 1-800-461-4131
E-mail: cservice@cch.ca
Website: www.cch.ca/product

A comprehensive resource on both estate administration and estate planning. A one-stop source for legislation, commentary and up-to-date issues. Combines the Canadian Estate Administration Guide and the Canadian Estate Planning Guide. Subscription includes the monthly newsletter, The Estate Planner.
Charities, Non-Profits and Philanthropy Under the Income Tax Act (William I. Innes, LL.B., LL.M., and Patrick J. Boyle, LL.B.)
2006. (Updated as required). Publisher: CCH Canadian Limited
90 Sheppard Avenue East, Suite 300, Toronto, ON M2N 6X1
Tel: (416) 224-2224 (main)
Toll Free: 1-800-268-4522 (customer service)
Fax: (416) 224-2243 or 1-800-461-4131
E-mail: cservice@cch.ca
Website: www.cch.ca/product

Advice on charitable donations as a vehicle for tax management and estate or tax planning. A reference for professional advisors, gift planners and administrators of charitable organizations.
Estate Planning with Life Insurance (Glenn R. Stephens)
2005. 3rd Edition. (Updated Annually) Publisher: CCH Canadian Limited
90 Sheppard Avenue East, Suite 300, Toronto, ON M2N 6X1
Tel: (416) 224-2224 (main)
Toll Free: 1-800-268-4522 (customer service)
Fax: (416) 224-2243 or 1-800-461-4131
E-mail: cservice@cch.ca
Website: www.cch.ca/product

An insight into the many roles life insurance plays in estate planning. Learn how life insurance can assist in securing lifetime financial success and establish a strong legacy for family and business. A new chapter on charitable giving strategies provided.
Guide to Personal Financial Planning (Lynn Biscott, CFP, R.F.P.)
2006. (Updated Quarterly: Looseleaf Service). Publisher: Carswell Thomson
One Corporate Plaza, 2075 Kennedy Road, Toronto, ON M1T 3V4
Tel: (416) 609-5811
Toll Free: 1-800-342-6288 (products) or 1-800-387-5164 (customer relations)
Fax: (416) 298-5094 (products ) or 1-877-750-9041 (customer relations)
Email: carswell.customerrelations@thomson.com
Website: www.carswell.com

A quarterly publication providing technical information on all areas of financial planning and new developments. A step-by-step guide in developing a financial plan.
Tax Planning for You and Your Family 2006 (KPMG LLP, Sandra Bussey, CA, Paul B. Hickey, CA, James M. Petrie, B.B.A., LL.B., LL.M.)
October 2005. (Updated Annually) Publisher: Carswell Thomson
One Corporate Plaza, 2075 Kennedy Road, Toronto, ON M1T 3V4
Tel: (416) 609-5811
Toll Free: 1-800-342-6288 (products) or 1-800-387-5164 (customer relations)
Fax: (416) 298-5094 (products ) or 1-877-750-9041 (customer relations)
Email: carswell.customerrelations@thomson.com
Website: www.carswell.com

A guide to developing an investment strategy, making the most of tax breaks, deferring and reducing taxes, business succession planning, and structuring charitable donations both during life and in a Will to help maximize the gift value to the charity and tax benefits to the estate.
PLANNED GIVING: Making it Happen (Two-Volume Set) Sherry Clodman, CFRE and Dr. Edward H. Pearce
Volume I:     Managing Your Planned Giving Program (Best-Seller Status)
Volume II:   Marketing Your Planned Giving Program  
2006:  Rev
Publisher: The Hilborn Group Limited
Box 86, Station C, Toronto, ON  M6J 3M7
Tel:                  (416) 345-9403
Fax:                 (416) 345-8010
E-mail:             info@canadianfundraiser.com
Website:          www.canadianfundraiser.com

A ‘must-have” resource for charitable organizations and allied professionals. Newly-revised, easy-to-understand Canadian resources for planned giving professionals and charitable organizations. A comprehensive overview of planned giving management and marketing tools.

Books

Planned Giving for Canadians
by Frank Minton & Lorna Somers, Lorna, Somersmith Publishing, Waterdown, Ontario 1997. ISBN 0-9698253-0-7
Planned Giving: Making it Happen
by Ed Pearce and Sherry Kushner Toronto: Strategic Ink Communications Ltd., 1997. (416) 696-8816
A Practical Guide on How to Raise a Pile of Money For a Good Cause
by Ebbe Marquardsen, Canada: W.L. Griffin Printing Limited, 1998. ISBN 0-9683409-0-3
The Artful Journey
by William T. Sturtevant, Chicago, Illinois: Bonus Books, 1997. ISBN 1-56625-090-0
Canadian Taxation of Charities and Donations
by Arthur Drache, Ontario: Carswell Thompson (updated annually) (800) 387-5164. ISBN 0-459-57424-8
Canadian Glossary of Fundraising Terms
by John M. Bouza & Doris M. Smith, Canada: M.O.M. Printing, 1993. ISBN 0-9697767-0-5
Establishing a Planned Giving Program: What You Need to Know to Get Started
by Aubrey Barfoot, Toronto: Canadian Centre for Philanthropy, 1990. (416) 515-0764
 
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