When considering their wills, most people think of their families first, and rightly so. Few contemplate including charitable gifts, because they feel doing so would be to carve into the inheritance destined to their loved ones.

But the fact is, you can do both. How? You can plan a gift, which will have little to no impact on the estate that is passed on, since the tax credit on the donation can be transferred to your succession. Speak with your financial advisor to learn how you and your family can benefit from planned giving.

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Support your loved ones as well as your community

By planning a gift towards a cause close to your heart – it only takes a simple clause in your will – you can reinvest part of your estate in your community and  the well-being of future generations, and without impacting your current financial situation or your loved ones’ inheritance.

There are several ways to make a planned gift:

  • Bequest: in the form of a fixed amount, movable or immovable property, a share of your succession or a residuary bequest;
  • Gift of securities: this type of gift entails significant tax advantages;
  • Gift of life insurance policies: an excellent way to make a substantial gift;
  • Other vehicles: trust, RRSP, RRIF, movable and immovable property, artwork, etc.

Whether you choose to support a cultural institution you love, the hospital that cared for your parents, the school that taught your kids or a group that is fighting to protect natural wonders you care about, you can bolster the causes that matter the most to you long after your departure.

To learn more about planned giving and access testimonials, advice and tools to expand your reflection, you can also visit willpower.ca, a national platform dedicated to demystifying planned giving among Canadians.