Here are a few of our resources for you and your clients to explore how our Gift Accounts operate.
Resources and forms
To request print copies of these resources, please fill out the form at the bottom of this page.
Client Information booklet [PDF]. A resource to introduce Gift Accounts and how they work to your clients.
Adviser Information booklet [PDF]. Understand the many benefits of Gift Accounts with The Gift Trust.
The Programme Guide [PDF] contains important policies, procedures, and benefits associated with donating to, setting up and maintaining a Gift Account.
Philanthropic Advice Package [PDF]. A package we offer to help clients develop their giving plan.
Tax implications of giving. Explores some of the ways to leverage your donation tax credits to have even more impact.
Case studies - different types of donations. Exploring options other than just writing a cheque, including matched donations, suspensory loans, capacity building grants and more.
Comparing giving vehicles. Outlines the differences between our gift accounts in comparison to establishing a private foundation or direct giving.