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Planned Giving

The most common type of planned gift is a charitable bequest in a person's Will. However, more Canadians are realizing the benefits of giving through:

  • Life insurance policies:
  • Charitable remainder trusts:
  • Gift plus annuities;
  • Gifts of securities and mutual funds;
  • Gifts of residual interest; and
  • Real estate

Some of the benefits of making a planned gift are:

  • It has tax advantages under current laws.
  • It can be tailored to your personal and financial circumstances.
  • It is made from assets, not current income.
  • It is easy to arrange.

If you would like, we can talk with you and your advisors to ensure your planned gift fits your desires, financial objectives, family needs and your tax situation. We'd be happy to answer any of your questions about our programs and services. Please be assured that any discussion is confidential and will not obligate you to make a gift.

Give us a call at 905-726-2149 x 0. We would be happy to hear from you!