Articles & Cases

Bequests in Canada: Creating a Planned Giving Program

April 01, 2008

Below is a copy of a presentation I recently delivered on promoting bequests to charities. As charities seek to diversify or increase revenue, bequests become an even more important potential source of funding. It covers some of the advantages and disadvantages with using bequests, whether an organizations should create a bequest program, 16 steps to setting up a planned giving program that emphasizes bequests, as well as legal ethical and practical issues to keep in mind.

Bequests in Canada: Creating a Planned Giving Program