Resources
Links to Philanthropy 3.0 resources
Making Informed Philanthropy Decisions

Here is some information that we think may be helpful to you:
- The 2022 Annual list of Reviewed Charities
- 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
Are you ready to take the
next step to Philanthropy 3.0?
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