It might surprise you to learn that many gifts of thousands of dollars, or even tens of thousands, are made by ordinary Canadians with middle class incomes and modest assets. By enlisting the help of a financial planner, you donors benefit in two important ways:
- First, you can make a significant gift to help the people or causes you care about – and can often direct your gift to support specific activities.
- Second, you can choose the type of gift that makes the most sense in your situation.
A simple way to plan a significant gift is to make a bequest in your will. Please discuss this type of gift with us, to ensure that we will use your gift the way you want.
You may be able to make a gift now. Annuities, life insurance policies and interest-free loans can be planned with a knowledgeable advisor, and they can provide you the benefit of tax relief when you need it. Charitable remainder trusts can provide you with the security of regular, long-term income, and a tax receipt this year.
Please call the Executive Director to discuss your planned gift.