Charitable giving – and taxes?

Planned giving is a gift of money or assets (also known as a bequest) that you leave through your will to a charity.

This gift can also be an extra special way of honouring someone you cared about who benefited from the programs and services of the WICWC or a wonderful way to continue supporting a cause close to your heart and ensuring your legacy will always be remembered by the WICWC.  AND…it can also benefit the donor!

What and how can you give as charitable gifts to the WICWC?

The list is pretty broad; of course the gift of cash; the gift of Life Insurances, Shares and RRSP’s, the gift of Real Estate, Charitable Remainder Trust and the list continues. Some gifting can be done immediately or later or through your will or it can be a combination – what gives YOU the best tax benefit?

To learn more about how you can plan this, contact your financial advisor.  If you do not have one, you can directly contact a friend of the centre who can help you:

Christian Aubert
6963005 Canada Inc
Conseiller en sécurité financière – Financial Security Advisor
614 Rue St-Jacques Ouest, Suite 400, Montréal, QC. H3C 1E2

caubert@aubertfinanciere.com
Tel  514.904.1100
Cell 514.941.9861
Fax 514.866.6916

Whether it is a small sum or a large one, this gift will have a lasting impact.

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