Planned Giving

Walton Financial is proud to announce that Glenn Shaw CFP is an active member of:

The Planned Giving Counsel of Simcoe County

Planned giving can be advantageous, allowing tax savings for you, as of now, and your estate. Planned giving is determined today, put off till later, most often in a will. It comes from assets and may be made in the form of bequests, gifts of life insurance, annuities, shares and investment funds.

Planned giving is first and foremost a gesture from the heart. But it is important to be aware of the advantages. The more a donation is structured, the more significant of an impact it may have. Planned giving has concrete and lasting repercussions, and you select the charity closest to you and your family.