Resources & Tools
Links to Philanthropy 3.0 resources
Making Informed Philanthropy Decisions
Here is some information that we think may be helpful to you:
General Resources
- Philanthropy Activities – Things to do with your family & friends
- Vehicles for Giving – Comparison Chart
- Donor Bill of Rights – Drafted by the Association of Fundraising Professionals
- Starting a Foundation – Philanthropic Foundations of Canada 4th Edition
- Canada Revenue Agency Policy on Fundraising (CRA)
- CRA Charity Compliance Regulations
- Place2Give Foundation
- Mapping the 4 T’s – You are more than your wallet; Time, Talent, Treasures & Ties
- Various presentations on Philanthropy, Social Impact Investing, Legacy Planning and Transition Management
Checklists & Questionnaires
- Starting a Non-profit Checklist
- Digital Footprint Checklist – A chart to track your passwords and accounts for your Next of Kin and Executor of your Estate
- Legacy Planning Questions
- Charity Evaluation Sample Questions
- What type of Donor Am I
Tools & Sample Documents
- Sample Donor Agreement – A simple contract between funder and grantee
- The 2023 Annual list of Reviewed Charities
- Less is More: Grantmaker Toolbox – Developed by 30 foundations, this document provides guidance for streamlining grantmaking
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