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What is planned giving?

Planned giving is simply making a significant donation to a charity through a lifetime donation, a bequest in your Will or the purchase of a life insurance policy.

Some people are concerned that a significant lifetime donation or bequest might leave themselves or their heirs without sufficient capital to support their lifestyles. 
However, there is a way donors can create a large gift without significantly eroding the value of their estate.

It involves gifting a new or existing life insurance policy to a charity.

 

 
To discuss further, please contact Angela Knight van Schaayk
For PDF printable version of this information please click here.


 

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Please Note: 
This website is intended for informational purposes only and is not intended to provide financial and/or insurance related advise.  Please contact Angela Knight van Schaayk, Associate prior to making any decisions based on information obtained from this site.