Planned Giving

Planned Giving through Legacy Planning

Legacy Planning is becoming more and more important to Canadians. Ensuring those left behind are financially looked after, leaving funds for your favourite charity and ensuring minimal taxes are paid is something Canadians are becoming acutely aware of.

An increasingly popular estate planning method is Planned Giving (commonly referred to in the past as “Charitable Giving”). Planned Giving is a way to ensure you can make a charitable contribution and receive a financial benefit either now or in the future. You can choose to leave a portion of your wealth to one or more charities. Planned Giving is a consideration that should be given to your overall estate plan if you are at all thinking of leaving funds to a charitable organization and looking for a tax benefit.

Please view the Planned Giving Presentation (requires microsoft powerpoint).

Contact us for more information on this subject or if you would like to review your present Legacy Plan. Remember that planning now makes it easier for those left behind. Those, who are already going through a range of emotions. Emotions such as confusion, shock and grief. Being prepared helps smooth the way for your family and loved ones in the event of your demise.