Skip Navigation LinksHome : Financial Modeling : Gift Legacy Planning

There are many different reasons to give

for some it is a way to ensure their memory lives on or perhaps a gift to honor someone, for many it’s a way to ensure that their favorite charity is able to continue its important work, while for others it represents a way to moderate the tax implications that come with the transfer of one’s estate. Whatever the reason, a properly structured gift can also bring significant benefits for donors.

Legacy giving allows

you to make a gift to a charitable organization in the future without substantially affecting your income.
The gift is established today, with the actual delivery to your favorite charity occurring at some point in the future. What better way to thank the organization that has had an impact on your life, or honor the life of someone you love, than to make a contribution from your estate?  By creating a legacy, you are making a significant contribution to the future sustainability of the work that is most meaningful to you.

A gift can be a very practical addition


to a financial or estate plan when tax issues are taken into consideration – even for those who think they may not have tax issues. In some cases, tax benefits can be structured to apply today, and the tax burden left to relatives is lifted significantly. We can show you how giving may actually benefit your family after you’re gone. Together we can make a difference.

Contact us
Name :
E-Mail Address:
re-type Email:
Daytime Phone:
Heard about us:
Area of interest:
Type image text:

  • Bequests
  • Life Insurance
  • Cash or Securities
  • RRSPs
  • RRIFs
  • Annuities
  • Charitable remainder trusts
  • Residual Interests
  • Gifts in memory of a loved one
  • Contingency Bequests
  • Real Estate
  • A gift to honor someone
  • Special occasion giving
  • Special Bequests
  • General Bequests

Lifestyle by Design © 2012 | Privacy Policy | Contact us | Our Team | MFDA Disclosure