Bequests in Canada: 16 Steps to Creating a Planned Giving Program
Published under Canadian Charity Law | Canadian Charities Operating Abroad | Planned Giving for Canadians
Here 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. It covers some of the advantages and disadvantages with using bequests, whether an organization 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.