On Our Own...Together
Table of Contents
Chapter 1: General Information
Chapter 2: One Family's Story (The Beginning)
Chapter 3: What are Trusts and Are They for Me?
Chapter 4: Present and Future Needs
Chapter 5: Beginning, Maintaining & Closing a Trust
Chapter 6: Non-Financial Considerations
Chapter 7: A Family's Story (The Sequel)
Chapter 8: Deohaeko Support Network (The Beginning)
Chapter 9: What are Endowment Funds & Are They Right for Us?
Chapter 10: Present and Future Needs
Chapter 11: Beginning, Maintaining and Closing an Endowment Fund
Chapter 12: Non-Financial Considerations
Chapter 13: Deohaeko Support Network (The Sequel)
Part 4: Making It Work For You
Chapter 14: Creative Fund Raising
Part 1: For Both Trust and Endowment Funds
Appendix A: Comparing Trusts or Endowment Funds
Appendix B: Specific Wording for Donations to Charities Through a Will
Appendix C: Last Will and Testament and Settling the Estate
Appendix D: Sample Discretionary Trust Created by a Last Will and Testament
Appendix E: Life Planning Guide
Appendix F: A Sample of a Trust Funded Through Insurance Benefits
The “Special Needs” Plan Description
Appendix G: Plan for Establishing an Endowment Fund
Appendix H: Sample Endowment Fund Policies
Appendix I: Sample Endowment Fund Agreement
Appendix J: Specific Sample Agreement between ACT and the Toronto Community Foundation
Appendix K: Sample Donor Agreement to Contribute to an Endowment Fund
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