PLANNED GIVING PROGRAM
Making it easier to leave a financial gift to charity
Many Canadians give back to their community through charitable donations or volunteer work. What you may not realize is that you can also leave a gift to your favourite charity through your legacy plans.
If you’re an active donor, consider planned giving when we discuss your estate plans.
Planned giving allows you to leave a gift to a charity you believe in — even after you’re gone — to support its charitable efforts for future generations.
It also helps maximize your tax and estate planning benefits. Your gift can be a one-time donation, a series of payments over a set period, or ongoing support.
Many options are available to you, from a bequest in a will to more tax-efficient solutions such as life insurance.
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Whether you have modest means or sizable assets, with careful planning and my help, you can leave the legacy you want.
Planned giving benefits both society and you, the donor. Large gifts should be made part of your long-term tax, financial and estate planning.
Depending on the size and complexity of the gift,] may consult with other professionals such as a lawyer, a tax advisor or an accountant.
This will help ensure that your legacy fits with your overall financial and retirement plans.
Planned giving can be complex but I can help you understand the options available to you. You may also be interested in Sun Life Financial's planned giving guide.
It’s a great resource that outlines how you can continue to help others even after you’re gone. When we talk about your vision of retirement, let’s also talk about the legacy you want to leave behind.