Useful resources on planned giving and philanthropy
Publications
- MINTON, Frank (2010) Planned Giving for Canadians (For members of the CAGP/ACPDP the download is free, for non-members please click here)
- Canadian Donor’s Guide, published every year, in collaboration with the Canadian Bar Association, Imagine Canada, the Canadian Association of Gift Planners and the Association of Fundraising Professionals -Toronto, Third Sector Publishing
To order: 705 325-5552 www.donorsguide.ca - Desjardins Financial Security, Donate your life insurance policy (Information here)
- Guide pratique : Les successions Questions de loi, questions de choix. Protégez-vous Collection (2011)
- LEAVE A LEGACYTM Québec also publishes three brochures on planned giving: Planned giving, A Gift of Life Insurance and Charitable Bequests, along with a Directory of Partner Organizations.
To obtain your free copy of these brochures, contact us at: info@unheritage.org
Journal
- Gift Planning in Canada (To order: Canadian Fundraising and Philanthropy: 416 345-9403)
Associations and Professional Corporations
- Canadian Association of Gift Planners
- RoundTable of Greater Montreal
- RoundTable of Eastern Quebec
- Association de planification fiscale et financière (APFF)
Telephone: 1 877 866-2733 Email: apff@apff.org, www.apff.org
- Chambre de la sécurité financière
- Chambre des notaires du Québec
- Imagine Canada
- Institut québécois de planification financière
- Ordre des comptables professionnels agréés du Québec
The Government
- Canada Revenue Agency (http://www.cra-arc.gc.ca/ebci/haip/srch/advancedsearch-eng.action)
(To verify the official name and registration number of a charitable organization)
Telephone: 1 888 892-5667.
Their Web site contains a search tool in order to find registered charities within Canada.
In Quebec, the government agencies and departments who are responsible for regulating the charities are the Autorité des marchés financiers, Revenu Quebec and Finances Quebec.
Other Sources of Information
- Charity Village www.charityvillage.com
- Planned Giving Today http://www.liebertpub.com/products/product.aspx?pid=235