Bookshelf

Planned Giving for Canadians: A Guide to Instituting and Managing a Successful Planned Giving Programme By Frank Minton and Lorna Somers Published by Somersmith, Waterdown, Ontario LOR 2HO REVIEWED BY GEOFFREY J.R. DYER Tory Tory DesLauriers & Binnington, Barristers and Solicitors, Toronto This work is a valuable addition to philanthropic literature in Canada. The co-authors…

You May Be Doing More Planned Giving Than You Think

Like the man who was surprised to find he’d been “speaking prose all his life without knowing it”, many development officers are surprised to find they’ve been practising planned giving under several other names. Most charities have received a bequest, a life insurance policy, a parcel of real estate, or a large capital gift. Those…

Planned Giving Instruments: The Trust Spectrum

This article was developed from a presentation to the North American Conference on Christian Philanthropy on September 24, 1990. Introduction This article arises from a request by the Program Committee of the North American Conference on Christian Philanthropy for an update of a previous article in The Philanthropist, “Planned Giving Instruments: The Great Circle Route”…

From the Editor

For summer reading this year The Philanthropist offers some practical law and some thoughts on the regulation of charities. The practical law comes from Blake Bromley of Vancouver. Some years ago, in Volume V, Number 2, he wrote an article on planned giving entitled “The Great Circle Route”. In this issue he updates his previous…

Index to The Philanthropist Volume V

The following indices have been prepared for The Philanthropist by Claudia Willetts, M.L.S. A cumulative index covering Volumes I-IV is now in preparation and will be offered to subscribers later in 1986. Index to Subjects A Amateur Athletic Associations. Ontario Judicial consideration of charitable status-Case studies: Re Laidlaw Foundation Winter 1985 (Vol.V, No.I), pp. 46-55. Amendments. Income…

Planned Giving Instruments: The Great Circle Route

Introduction Charities in Canada are very interested in developing successful planned giving programs. They see their American counterparts raising millions of dollars in such programs and covet their success. When they quickly learn that for technical tax reasons the charitable lead trust and the unitrust cannot be brought across the border, they concentrate on the…