PLANNED GIVING

Take Your

Financial Plan

to New Heights

Think about your goals and call for a meeting!

MONEY ADVISORS

Planned Giving

Our Money Advisors team offers Planning Giving financial services allowing you to support your favourite charities. We offer planned giving services and tools to help you with estate and tax planning techniques to provide for your charity while maximizing the gift and minimizing impact on your estate taxation.

We can help you answer questions related to:

Capital gains tax

Estate taxes

MONEY ADVISORS

Tax Benefits of Gift Planning

Donors can contribute appreciated property, including securities or real estate, receive a charitable deduction for full market value of the asset, and pay no capital gains tax on the transfer

Gifts of life insurance can either provide an annual donation tax receipt or a lump sum contribution donation receipt at death to be used to cover estate taxes.