OUR MANUALS
Sherry Clodman, CFRE and the late Dr. Edward Pearce have authored three landmark planned giving reference books that are easy to use and to understand. 

A ‘MUST HAVE’ RESOURCE GUIDE FOR EVERY PROFESSIONAL ADVISOR AND  PLANNED GIVING ADVISORY COMMITTEE

WELL ADVISED: A Planned Giving Reference Source For Professional Advisors

This guide is designed for professional advisors, whether directly involved with gift planning at a charity (ie: sitting on planned giving committees or planned giving advisory committees), or indirectly involved by promoting charitable giving to their clients. Assisting estate and financial planning advisors to provide sound advice about structuring planned gifts to meet the interests, needs and abilities of client and charity, this resource acknowledges the pivotal role they play in the success of planned giving programs Canada-wide. The enormous impact of enhancing their understanding, involvement and support can not be understated.

Included in this guide:

THESE ARE THE ONLY PLANNED GIVING MANUALS YOU WILL EVER NEED!

PLANNED GIVING: Making it Happen
Volume 1 -  Managing Your Planned Giving Program
This ‘must have’ reference source has become a Canadian ‘best seller’. Providing detailed information about the full range of planned giving vehicles, it shows how your organization can secure them.  Sections are clearly marked  to allow quick access to vital information you need.

Included in this volume:

• 10 steps to organizing a Planned Giving Program
• A complete list of gift types with distinguishing features
• Benefits to the donor and to the charity
• How to establish and administer each gift
• Gift issues for the charity and the donor
• How to encourage each gift and specific marketing strategies
• Document samples, and a complete glossary and index  

PLANNED GIVING: Making it Happen
Volume 2 -  Marketing Your Planned Giving Program
An essential resource for any organization seeking to effectively market their Planned Giving Program, this ‘how-to’ offers insight into the marketing of gift planning to your donors, supporters and the public-at-large.  It offers a wealth of strategies, samples, tips and ready to use documents, and presents new concepts and a new framework for promoting your Planned Giving Program. From ways to identify and tap potential donor groups, and pointers for developing and maintaining relationships with them, to the use of life stages as a target marketing methodology, this manual has it all.

Included in this volume:

• Marketing fundamentals
• The planning, marketing and process of Planned Giving
• The Case For Support – marketing your mission
• Target markets and how to find and market to prospects 
• Making the face-to-face visit
• Thinking outside of the box

WHAT PEOPLE HAVE SAID ABOUT MAKING IT HAPPEN

 “A book I would recommend for all fundraising offices… my book is already well-thumbed.”
Maeve O’Byrne, Executive Director,
Nanaimo & District Hospital Foundation

“There is no doubt in my mind that this manual establishes a new standard of excellence against which all future documents about planned giving will be measured.”
Edward J. Pennington, National General Director
Canadian Mental Health Association

To Order Your Manuals

CALL Canadian FundRaiser@ (416) 345-9403, or
FAX this form to Canadian FundRaiser @ (416) 345-8010, or
MAIL this form with cheque to:

Canadian FundRaiser
39A Crawford Avenue
Toronto, Ontario M6J 3V1

Click here to download a PDF order form. You will need the Acrobat reader to print this form out. It is available here.

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