|Planned Giving for Canadians
Planned Giving for Canadians is the comprehensive resource on the subject for the charitable sector and for those working in partnership with charities, including lawyers, accountants, bankers, financial managers, estate planners, and insurance professionals. It is an essential resource for development officers who want to be able to offer their Canadian donors a full range of effective giving options.
Now in its third edition, the book was originally co-authored and published in hard-copy editions in 1994 and 1997 by Frank Minton, PG Calc Senior Advisor, and Lorna Somers, Director of University Advancement at McMaster University. Since many changes in tax law occurred after the 1997 edition, Dr. Minton produced a substantially revised edition in 2007 that incorporated all changes up to that date. The book is now published in a searchable electronic format and updated annually. The 2012 update of the revised version of Planned Giving for Canadians was recently completed by Dr. Minton, a longstanding supporter and friend of CAGP-ACPDP.
An important feature of Planned Giving for Canadians is the inclusion of French translations of all but one of the many gift agreements, forms, and other documents that appear in the Documents Folder that comes with the manual. Both the English and French versions of these prototype MS Word documents can be edited and used by a charity.
The manual addresses such topics as:
- Gift techniques
- Bequests and life insurance
- Tax rules for charitable gifts in Quebec
- Major gift strategies
- Developing personal solicitation skills
- International planned giving
All illustrations and text reflect changes introduced in the recent Federal Budgets.
The manual couldn’t be easier to use:
- Complete searchable index
- Prototype documents
- Delivered electronically [subsequent annual updates delivered via email]