Planned Giving Using Life Insurance

Charitable Giving has become more popular in Canada.

You may wish to remember a charity through the payment of a cash legacy at the time of your death. Rather than leaving the burden of paying that legacy with your estate, you could consider funding this gift well in advance. This option can be done through the purchase of a life insurance policy. Funding the charitable bequest with a life insurance policy is generally structured one of two ways:

1) So that you receive a current charitable tax credit

OR

2) Charitable tax credit available on death

For more information, click the link below.

Planned Giving Using Life Insurance

Disclaimer: Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.

The comments contained herein are a general discussion of certain issues intended as general information only and should not be relied upon as tax or legal advice. Please obtain independent professional advice, in the context of your particular circumstances. This Planned Giving Using Life Insurance was prepared by Bradley Walton who is a Investment Funds Advisor at Walton Financial Group. a registered trade name with Investia Financial Services Inc., and does not necessarily reflect the opinion of Investia Financial Services Inc. The information contained in this presentation comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability.

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