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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, Principal of Frank Minton Consulting, LLC, 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 2016 update of the third edition of Planned Giving for Canadians was recently completed by Dr. Minton, a longstanding supporter and friend of the Canadian Association of Gift Planners (CAGP-ACPDP).

An important feature of Planned Giving for Canadians is the inclusion of French translations of numerous gift agreements, forms, and other documents that appear throughout the work. Many of these items can also be found 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
  • Endowments
  • Tax rules for charitable gifts in Quebec
  • Major gift strategies
  • Developing personal solicitation skills
  • International planned giving

The 2016 update provides new material on endowments, further explains the new rules pertaining to credits for bequests and other end-of-life gifts, describes changes in the tax credit in Quebec, and makes miscellaneous other changes to assure that the book is current. Examples throughout have been modified to reflect current federal and provincial tax and tax credit rates, including the increase in federal tax rates and credits applicable in 2016 when a person's taxable income exceeds $200,000.

The manual couldn’t be easier to use:

  • Completely searchable index
  • All entries linked in Table of Contents, Index, and Bookmarks
  • Glossary
  • Prototype documents
  • Delivered electronically [subsequent annual updates delivered via email]