Legacy Planning

It is our belief that as professional planners, we play an important role in providing opportunities for you to achieve your charitable wishes.

Did you know recent Canadian research shows that:
Only 7% of all adults having a Will have included a charity in their Will
27% of all adults would include a charity in their Will if asked.
1 in 3 adults have made or would make a bequest to a charity if asked.

Have you asked yourself these questions:

Do you have a relationship with a particular charity because of personal experience?
Do you wish to create immortality through a lasting legacy or wish to obtain recognition for yourself, or a friend, relative or colleague?
Do you desire to be a good person, feel compassion towards people and feel good about yourself?
Do you have a sense of social responsibility or a need to help others less fortunate?
Do you want to give something back to the community?
Are you interested in making your charitable gifts work effectively?
Do you consider this as a way to pass on family values or civic heritage from one generation to another?
Do you think your three children would mind getting 30% of your estate, rather than 33% if you decided to give 10% to your favourite charity?
Will you appreciate the tax advantages?

Simply put, are there any charitable or community needs you would like to consider?

Leave a Legacy
If you have a favourite charity and if you are making regular donations to that charity, what will happen when you are gone? Obviously, the charity will no longer have your support. Many people choose to leave a more substantial gift to their favourite charity on their death so that their support will continue- a legacy from the donor to future generations.

Types of Gifts:

Outright Gifts
When a donor makes an "outright gift" of cash or property to a local community charity foundation, every dollar goes to work the moment it is given, providing vital current support to programs. An outright gift gives a donor the satisfaction of seeing their gift at work and knowing that lives are being touched right now because they care.

Estate gifts by Will-Bequests
Will Power is what donors create when they prepare a thoughtful Will: The power to use the accumulated fruits of a lifetime to provide for loved ones as they see fit, rather than as the government determines. Power to ease the transition of their passing for those who survive them. When a donor includes the charity in a Will, they are using Will Power to help strengthen programs and purposes they believe in for generations to come.