Making a planned gift means believing in a noble cause and contributing to the sustainability of foundations and charities – but it is a legacy that must be well planned.
Charities are struggling to find funding for their daily operations, and making a planned gift could have a positive impact without changing your lifestyle.
It is important to have a financial and estate planning that reflects your wishes and goals, taking into account your personal, family, and tax situation.
Governments increasingly encourage giving to charities through significant tax benefits – either at the time of the gift or at the time of death.
A gift can be made under a will or through a life insurance, securities, or an annuity.
Because each situation is unique, Lussier Dale Parizeau’s financial advisors are here to guide you towards the insurance coverage that will meet your needs and ensure your peace of mind, and can guide you with your donation.