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Janis Bellman, Hon. B. Comm

Financial Security Advisor
Investment Representative

905-276-1177 ext.601
416-258-0630
905-276-4010
janis.bellman@freedom55financial.com*

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  3. Charitable giving

Charitable giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations.  Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune. Many of the institutions of art, sciences and education are supported in large part by those who want to give something back in appreciation for their contributions to the community or the individuals themselves.

Presently, the tax code offers incentives for gifting of one’s assets or incomes. Tax deductions are given for current contributions and, for estate owners, charitable gifts can reduce the size of the estate to help minimize estate taxes.

Often, an individual will designate a charitable beneficiary in their will to benefit the organization after the individual dies.  By using charitable gifting techniques, a donor may be able to benefit the charity while living without having to sacrifice the income that an asset can generate.  Understanding how properly structured charitable gifts can provide current benefits for both the donor and the charity could be important for the charitably inclined.

Charitable planning involves tax issues that should be discussed with a qualified tax or financial professional.

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The Canada Life Assurance Company is a financial services firm in Quebec.

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