To give you an idea of what the Member’s Only section contains, here is a summary of the content of the toolkit portion of this website.

Toolkit Executive Summary

1. Introduction

2. Policies 
   • Why write policies?
   • Standard Will Clause wording
   • Sample Gift Acceptance policies including donor profiles, tax treatment, and administrative procedures for acceptance of various planned gifts including:
     1. gifts through Wills
     2. publicly traded securities
     3. life insurance
     4. trusts
     5. residual interest
     6. RRSPs and RRIFs
     7. real estate
     8. annuities
     9. private company shares
   • Investment Policies Overview
     1. Investment Policy for Short Term Investments
     2. Investment Policy for Long term or Endowed Funds
   • Endowment Policy Introduction
   • Endowment Procedures
   • Sample Endowment Policy template
   • Sample Endowment Agreement template

3. Basic Estate Administrative Procedures

• Estate Administration Overview Notes
  • Why bother to manage your estate gifts?
  • How does a charity find out about a gift through a Will?
  • What documents will you receive from the executor?
  • When will you receive the funds?
  • How much should you expect?
• The 5 stages of estate settlement and stewardship
  • stage by stage settlement procedures for either a lay or  professional executor
• Things to watch out for
  • Additional resources
  • New estate tracking form template
  • 10 sample letters to executor and family templates

4. Legacy Donor Recognition Society

• Introduction
• The how and why of establishing a special recognition program
• Sample letter to a potential donor template
• Marketing template
• Donor confidential reply memo template
• Sample letter to professional advisor (with donor client) template 

5. Stewardship

• The Newsletter, an important stewarding tool
• Planned giving components in every newsletter
• Signature Events, a key to stewardship
• Examples of successful Signature Events

6. Response to Will Wording Enquiries from Professional Advisors

• Step by step procedures of what to do and questions to ask, when an advisor calls
• Tracking and measurement of donor expectancies
• Revenue projection from donor expectancies
• Sample letter to professional advisor (with donor client) template
• Recognition Society marketing template
• Donor confidential reply memo template
• Donor Expectancies Report template
• Professional Advisor Expectancies Report template

7. Procedures for Follow-up with Newly Identified Gift Planning Prospects

• Step by step follow-up and relationship building procedures
• Sample letter to a potential donor template describing types of planned gifts
• Donor Expectancies Report template

8. Marketing

• Marketing overview
• Mining your data base – 11 attributes of the ideal planned giving donor
• Eight simple but effective marketing ideas

9. Networking

• Introduction
• How to create a target list of professional advisors
• How to develop the professional advisor network
• Make your charity “top of mind” in the minds of professional advisors 

11.  Website Development

• Suggested website wording for the following sections of your website:

  • “The Why” of Giving section
  • Tribute Giving section
  • Monthly Giving section
  • Estate Giving section
  • Other Ways to Give section including:
    • Gifts of Publicly Traded Securities
    • Life Insurance
    • Gifts of RRSPs and RRIF’s
    • Charitable Trusts, Living and Testamentary

"As a volunteer board member working in the Estate and Trust Services Industry, I especially like the Planned Giving 101 section which explains planned giving concepts in easy to understand terms that can be used to assist potential donors, no matter how sophisticated."

Catharine Turner, Estate and Trust Specialist
Royal Trust Corporation of Canada