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Diverse group of smiling seniors for planned giving.

Delivering Planned Giving That Donors Understand...
Ā 

And Helping Charities Grow.

Our national team of planned giving consultants helps Canadian charities connect with more donors, inspire meaningful conversations, and uncover opportunities for tax-smart giving that benefit both loved ones and the causes they care about.

Trusted by charities across Canada

Over 80

charities served.Ā 

$500MM+

in gifts redirected to charity in Canada

80+

Charities Served

$500MM

Gifts Redirected

2008

Serving Since

You Know Planned Giving Matters. Making It Happen Is The Hard Part.

You see the potential. But with limited time, tight budgets, and competing priorities, turning planned giving into a predictible source of donor engagement isn't easy.

The challenges are real:

Standing out in a crowded world.

Your donors hear from countless causes. How do you capture their attention and inspire them to think about their legacy?

Making the complex feel simple.

Planned giving can feel overwhelming. How do you make it approachable, meaningful, and easy for donors to take the next step?

Keeping the momentum going.Ā 

One conversation isn't enough. How do you consistently spark interest, build relationships, and turn curiosity into lasting commitments?

3D rendering of a topographical map of Canada. The textured surface uses abstract colors and forms to depict land and water features.

The strength of The Donor Motivation ProgramĀ® is its people. Our consultants are hand-picked, experienced and committed to the charitable sector, and I am proud to lead them. We share one belief: meaningful conversations inspire extraordinary generosity.

A Canadian Network of Gift Planning Specialists

Executive Director, The Donor Motivation ProgramĀ® Canada

Serena Hak

THE SOLUTION

Meaningful Planned Giving Conversations Donors Want to Have

The Donor Motivation ProgramĀ® is a national team of planned giving consultants and a proven, process-driven, presentation-based system, in use since 1995. It is built around what matters to your donors: their families, their financial security and the impact they want to make.

We Speak Donor.

Plain language that demystifies asset-based giving and charitable tax planning.

The Right Conversations.

A steady stream of planned giving conversations with donors who are willing and able.

Confident, Not Pressured.

Donors understand their options and feel ready to act, in their own time.

What Charity Leaders Say

Since 2017, the National Ballet of Canada has partnered with The Donor Motivation ProgramĀ®. The presentations have been extremely successful, with over 40% of our donors asking for a follow-up meeting.

Richard Lefebvre

Associate Director of Development, National Ballet of Canada

We were so pleased with The Donor Motivation ProgramĀ® in Toronto that, not only did we renew for a second year, but we also started up the program in Calgary, Edmonton, London, Montreal, Vancouver, and Halifax.

Marcella Zanella

Planned Giving Director, The Nature Conservancy of Canada

This dedicated and passionate group of planned giving consultants continually strives to engage with our nonprofit community, providing high-quality and highly-relevant philanthropically-focused education.

Ruth MacKenzie

President & CEO, Canadian Association of Gift Planners

Questions about planned giving for your charity?

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