Here is some information that we think may be helpful to you:

• The 2022 Annual list of Reviewed Charities
• Less is More: Grantmaker Toolbox – Developed by 30 foundations, this document provides guidance for streamlining grantmaking
• Starting a Non-profit Checklist
• Place2Give Foundation
• Philanthropy Activities – Things to do with your family & friends
• Digital Footprint Checklist – A chart to track your passwords and accounts for your Next of Kin and Executor of your Estate
• Sample Donor Agreement – A simple contract between funder and grantee
• Vehicles for Giving – Comparison Chart
• Legacy Planning Questions
• Donor Bill of Rights – Drafted by the Association of Fundraising Professionals
• Starting a Foundation – Philanthropic Foundations of Canada 4th Edition
• Charity Intelligence Canada
• Canada Revenue Agency Policy on Fundraising (CRA)
• CRA Charity Compliance Regulations
• Miller Thomson Social Impact Newsletter
• Social Venture Exchange
• Mapping the 4 T’s – You are more than your wallet; Time, Talent, Treasures & Ties
• Charity Evaluation Sample Questions
• What type of Donor Am I?
• Various presentations on Philanthropy, Social Impact Investing, Legacy Planning and Transition Management