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Useful resources on planned giving and philanthropy


  • 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
  • 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:


  • Gift Planning in Canada (To order: Canadian Fundraising and Philanthropy: 416 345-9403)

Associations and Professional Corporations

  • Canadian Association of Gift Planners
Head office: 325 Dalhousie Street, Suite 201, Ottawa (ON) K1N 7G2
Telephone: 1 888 430-9494, Fax: 613 232-7286
  • RoundTable of Greater Montreal
Chair: Marie-Anne Desjardins (Fondation Collège de Montréal)
  • RoundTable of Eastern Quebec
Chair: Nathalie Côté de Centraide Québec et Chaudière-Appalaches
  • Association de planification fiscale et financière (APFF)
1100 René-Lévesque Blvd. West, Suite 660, Montréal (QC) H3B 4N4
Telephone: 1 877 866-2733



  • Chambre de la sécurité financière
300 Léo-Pariseau Street, 26th floor, Montréal (QC) H2X 4B8
Telephone: 1 800 361-9989, Email:
  • Chambre des notaires du Québec
1801 McGill College Avenue, Suite 600, Montréal (QC) H3A 0A7
Telephone: 1 800 668-2473, Email:,
  • Imagine Canada
2 Carlton Street, Suite 600, Toronto (ON) M5B 1J3
Telephone: 1 800 263-1178, Email:
  • Institut québécois de planification financière
4 Place du Commerce, Suite 420, Île-des-Soeurs, Verdun (QC) H3E 1J4
Telephone: 1 800 640-4050, Email:,
  • Ordre des comptables professionnels agréés du Québec
680, Sherbrooke Street West, 18th floor, Montréal (QC) H3A 2S3
Telephone: 1 800 363-4688, Email:,

The Government

(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