Resources
in
Creating your Charitable Giving Plan
- Workbook developed by Gena Rotstein and some of the Dexterity Consulting clients (families, individuals and advisors) designed to walk individuals and families through the charitable giving planning process. Available for purchase - $18. To order, email Karine.
What's inside the workbook? You will be guided through a series of social visioning, charity evaluation and legacy planning questions ending in a document that will have mapped out your charitable plan. This is a "living document" and is something that you can and should revisit as part of your regular financial planning process.
Making Informed Charity Decisions
- How we evaluate charities
- The 2012 Annual Dexterity Ventures charity list
- Donor Bill of Rights (AFP)
- Code of Ethical Fundraising and Financial Accountability (Imagine Canada)
- Starting a foundation (Philanthropic Foundations Canada - PFC)
- Charity Intelligence Canada (Recommended Charities)
- Canada Revenue Agency Policy on Fundraising (CRA)
- Place2Give.com
- Tools for Philanthropy - Comparison Chart
- Types of Charities (CRA)
- Canadian Youth Business Foundation (CYBF) resources page
- BLG's Not-for-Profit Blog
| Attachment | Size |
|---|---|
| donor_bill_of_rights.pdf | 26.12 KB |
| updated_ethical_code_october_2007.pdf | 79.27 KB |
| Starting_a_Foundation.pdf | 293.57 KB |
| 2010 Donner Awards.pdf | 1.51 MB |
| Comparison Chart.pdf | 181.6 KB |
| Types of Charities.pdf | 115.13 KB |
Bookshelf
Special thanks goes out to Dexterity Consulting's advisors and supporters, Canadian Youth Business Foundation and Mike Scullen (web developer).