Member Benefits

Why Join?

Planforgifts.com is not like a textbook or how-to book. Through the power of the internet this website is regularly updated so it remains current and reflective of what's happening in the world of planned giving. This makes it your one-stop-shop for the charitable planned giving information you need including:
                              gift planning vehicles
                              policies and proceedures
                              marketing,communication, recognition strategies
                              measurement
                              sample documents
                              donors' pages
                              "making the ask" tools

Who can benefit from membership?

• planned giving professionals, advisors, donors, volunteers
  
  Anyone in a planned giving fundraiser role or supporting role, either full time or part time, will find the material in this website will lessen their day-to-day workload and improve performance. If you are a volunteer board or committee member, this is an ideal way to learn the basics of planned giving.
• Donors and their Professional advisors will also find this a easy way to understand giving options and to stay abreast of developments in the field. Watch for regular updates and additions to the site in response to member’s requests.
• The tax information and estate administration material on this site is based on the Canadian tax and legal system but individuals from other jurisdictions can benefit from the balance of the material presented.

Why is there a fee and how much is it?

• The membership fee allows us to cover our startup costs and keep the website vital and current.
• For a small annual fee that works out to $10 a month plus GST you can have ready access to all the information on the site and download forms and templates as you need them. There is a minimum 1 year membership. The cost of a one year membership is $120 CDN plus 5% GST.
  
  Note: Ask us about or special rates for groups with 5 users or more!

CAGP-ACPDP members have free access! 

• YES! CAGP-ACPDP members have free access to to Planforgifts.com as a CAGP-ACPDP members benefit. Log in to www.cagp-acpdp.org and click on the automatic free link.

NOTE: Your membership password is provided and is effective upon receipt of payment for the subscription. Payment is not refundable.

 Our GST number is 826509523RT0001

"[Planforgifts.com] goes well beyond the various giving instruments and how they work to offer the user a comprehensive overview of all the components a strong planned giving program should have."

"Considering the value the information on Planforgifts.com can generate for an organization, the benefits of membership far outweigh the costs."

Jeni Piepgrass, Development Officer
CKUA Radio Foundation for Gift Planning in Canada, July 2007 edition