Skip to Content

Unit 2 - Getting Started

In this Unit you will discover if your organization is ready to begin, and about gift planning vocabulary, how to obtain internal support (an advocate) and how to download a step-by-step chart outlining the various steps as you move along the gift planning spectrum.

On Your Way to Gift Planning

  • Discover the other resources available to help you with your gift planning activities, including information about the Canadian Association of Gifts Planners and the Resource section of the Give Gr