Planned Giving for Canadians Manual

Now available on CD!

Planned Giving for Canadians is the comprehensive resource for the charitable sector and for those in professions working in partnership with charities – law, accounting, banking, financial and estate planning and insurance.

Frank Minton, president of PG Calc’s Planned Giving Services Division, has prepared this third edition. Lorna Somers was a co-author of the first and second editions of this publication.

“Dr. Minton is such an intelligent and committed advocate of quality planned giving. With this new edition of Planned Giving for Canadians, he offers an essential resource for all development officers. This book provides sophisticated knowledge of outright and deferred gifts, helping us to offer donors a full range of effective and meaningful giving options.”

— Greg Lichti, CFRE
Director, Major Gifts
Princess Margaret Hospital Foundation

Whether you are initiating a new programme, managing an established one, involved with an organization as a volunteer or providing legal or financial counsel, this Canadian resource will prove invaluable.

Enhanced and Updated Information

Gift techniques
Endowments
Tax Rules for Charitable Gifts in Quebec
Major Gift Strategies
Developing Personal Solicitation Skills
International Planned Giving
The Language of Finance
All illustrations and text reflect changes introduced in the recent Federal Budgets

Easy to Access

Complete Searchable Index
Glossary
Prototype Documents
Delivered on a CD-ROM

Table of Contents

As a result of PG Calc's partnership with CAGP-ACPDP™, a membership includes this electronic publication.

Not a member? You can order Planned Giving for Canadians directly from PG Calc.

For more information please contact info@pgcalc.com.

Frank is a frequent speaker and the creator of the Banff course on planned giving. He has been honored in both Canada and the United States for his significant contributions to the field of planned giving, including receiving the “Friend of the Canadian Association of Gift Planners” award. Currently, he is chair of the American Council on Gift Annuities, and he is a past president of the National Committee on Planned Giving.

Susan Manwaring, of the Canadian law firm, Miller Thomson, has reviewed and vetted this third edition.

		Getting Started What is Planned Giving Start Your Planned Giving Program Grow Your Existing Program Products Calculation & Proposal Software Web Marketing Applications Administration Software Publications Services Starting a Program Program Assessments Gift Annuity State Registration Gift Planning Staff Support Donor Support Direct Mail Personalization Cross-Border Giving Gift Administration Services Compliance Reporting Gift Administration Staff Support Support Knowledge Base GiftCalcs/GiftStory Log-in IRS Discount Rate Software Updates eRate Newsletters Non-Profit Resources Training Group Classes Training Options Calendar & Registration Fees & Policies Events Speaking Engagements Conferences Company About Us Our Staff Our Clients Contact Us

Our Solutions > Program Planning Overview Starting up a Program Program Assessments Gift Annuity State Registration Gift Annuity Resource Manual Planned Giving for Canadians > Gift Planning Overview Planned Giving Manager GiftStory GiftCalcs BatchCalcs Staff Support Donor Support Cross-Border Giving > Gift Administration Overview GiftWrap Pooled Fund Organizer Gift Administration Services Compliance Reporting Staff Support		Now available on CD! Planned Giving for Canadians is the comprehensive resource for the charitable sector and for those in professions working in partnership with charities – law, accounting, banking, financial and estate planning and insurance. Frank Minton, president of PG Calc’s Planned Giving Services Division, has prepared this third edition. Lorna Somers was a co-author of the first and second editions of this publication. “Dr. Minton is such an intelligent and committed advocate of quality planned giving. With this new edition of Planned Giving for Canadians, he offers an essential resource for all development officers. This book provides sophisticated knowledge of outright and deferred gifts, helping us to offer donors a full range of effective and meaningful giving options.” — Greg Lichti, CFRE Director, Major Gifts Princess Margaret Hospital Foundation Whether you are initiating a new programme, managing an established one, involved with an organization as a volunteer or providing legal or financial counsel, this Canadian resource will prove invaluable. Enhanced and Updated Information Gift techniques Endowments Tax Rules for Charitable Gifts in Quebec Major Gift Strategies Developing Personal Solicitation Skills International Planned Giving The Language of Finance All illustrations and text reflect changes introduced in the recent Federal Budgets Easy to Access Complete Searchable Index Glossary Prototype Documents Delivered on a CD-ROM Table of Contents As a result of PG Calc's partnership with CAGP-ACPDP™, a membership includes this electronic publication. Not a member? You can order Planned Giving for Canadians directly from PG Calc. For more information please contact info@pgcalc.com. Frank is a frequent speaker and the creator of the Banff course on planned giving. He has been honored in both Canada and the United States for his significant contributions to the field of planned giving, including receiving the “Friend of the Canadian Association of Gift Planners” award. Currently, he is chair of the American Council on Gift Annuities, and he is a past president of the National Committee on Planned Giving. Susan Manwaring, of the Canadian law firm, Miller Thomson, has reviewed and vetted this third edition.

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