Planned Giving
A Gift for the Future
A planned gift makes a statement about the things that are important to you. It ensures that the charities you hold dear receive your support even after you've passed on. In this way, a planned gift can become something larger than you ever imagined and something more meaningful than you ever thought possible.
A planned gift is one that requires careful consideration by the donor, often in consultation with the charity they wish to support, their financial and legal advisors and family members. Whether it's a gift of money, securities, life insurance or real estate, a properly planned gift will meet the donor's philanthropic goals while maximizing tax benefits and creating a legacy that will live on for future generations.
A planned gift, as opposed to a gift given now, has the chief advantage of not affecting your current financial resources.
For more information on planned giving, please contact Stephen Boyd, LLB at 780-735-5061.

