Planned Giving Advisors' Kit

Individual documents of the Advisor Kit can be downloaded below:

• RRIF & RRSP info sheet (Word Document 396 kb)
• Securities info sheet (Word Document 403 kb)
• Residual Interest info sheet (Word Document 391 kb)
• Insured Annuity info sheet (Word Document 389 kb)
• Planned Giving & Your Will (Word Document 395 kb)
• Insurance - Info Sheet (Word Document 397 kb)
• CRT sheet (Word Document 395 kb)
• Handout What Are Planned Gifts (Word Document 378 kb)
• Bequest info sheet (Word Document 393 kb)
• What are Planned Gifts (Word Document 392 kb)
• Annuity info sheet (Word Document 398 kb)