Charitable Gift Planning Advice

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Making a Difference with a Gift of Life Insurance

The United Nations Women recently warned that alongside the Covid-19 pandemic, women around the world have...
Designating charity as the beneficiary of their joint life insurance policy allowed David and Anna to model generosity for their children while providing a tax credit for their estate.

Building A Charitable Legacy Using Life Insurance

As David and Anna settled into the rhythm of retired life, their thoughts turned to...
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When Giving Is Good for Business: Donating Private Company Shares (Part 2)

In Part One, I introduced you to Keith and Edward, who contacted me to help them donate...
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When Giving Is Good for Business: Donating Private Company Shares (Part 1)

Edward & Keith always knew they wanted to work together. After earning their CPA designations,...
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Markets Are Looking Up, and Your Charitable Giving Can Too

Instead of spending fun times at our favourite amusement parks over the past few months, many of us...
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Support Your Favourite Charity with Gifts of Securities

Fred Smith* is a big-hearted man, and has always donated a percentage of his annual income to charity. When the...
Elliotts

The Freedom of Disciplined Giving

Growing up in Enniskillen, Ireland, Albert Elliott learned to practice generosity from a young age. His...
Legacy giving

Finding Their Legacy Story

Ten years into retirement, Dianne and Harold took the prudent step of reviewing their financial...
Darlene

Where There’s A Will (Part Three)

In parts one and two of this series I looked at the startling fact that...