Creating a philanthropic plan

Creating a philanthropic plan allows you to continue helping others
   
You may have started to notice the people around you and places in your community more so than in the past; over time, you have discovered the many problems in our society that must be resolved. You may be ready to become a part of the solution to these problems.

“We make a living by what we get, but we make a life by what we give.”
                                              - Winston Churchill

In these times of continuing government cutbacks, planned gifts are more essential than ever to the survival of numerous organizations working to enhance the quality of life in our communities.  Some Canadians are stepping forward to fill the gaps in funding for these charitable organizations.  We’re giving back to our communities through our generosity.
   
Planned gifts are a very important part of that generosity.  These contributions generate badly needed money for charitable causes and provide numerous  tax incentives for donors.  Planned giving means you are making a donation in a way that maximizes your tax and estate planning.

A planned gift upholds values that are important  to you

A planned gift upholds values that are important to you. .  When done properly, planned giving benefits both you and the charitable organization. It should be part of your long-term tax and estate planning.

A multidisciplinary approach

A well-designed planned gift often requires the collaboration of several professional advisors.  The team members who will help plan your gift will be chosen based on the size and complexity of the gift and your overall financial situation.  You may require the services of a lawyer, a tax advisor or accountant, as well as an insurance professional with experience in dealing with planned gifts.

The life insurance solution may be a cost-effective way for you to make a larger contribution to the charity of your choice than would otherwise have been possible.  As an integral part of the services we provide, we can work with your professional advisors to build an effective plan that will enable you to take advantage of tax savings using life insurance.

You have a number of choices when it comes to developing and implementing your planned giving strategy – not only with regard to professional advisors but also the products and services you choose to help make your planned gift a reality.
   
We invite you and your professional advisors to contact us for more information about the products and services we can provide to help you establish a proper planned giving strategy.

Click here to request more information about creating a philanthrophic plan
 
Click here for a list of charities

Services for charitable organizations

The life insurance solution for planned giving may prove to be a cost-effective way for your philanthropist clients to make larger contributions your charitable organization.  Upon request, we can meet with your clients to provide them with more information about various strategies that can help maximize their contribution to your organization.

We encourage you to contact us at 1-877.243.8845 for more information about this service. Upon request, we can also put together a presentation for your donors.