Guide to Insuring Impact

Most people choose to leave their estate assets to their children or heirs at their death, with their will typically instructing the executor to dispose of assets, pay the appropriate tax, and distribute the residue of the estate to the heirs.

Individuals or couples with a charitable intention may name one or more charities to receive a gift of the residue of the estate.  While this is a common course of events, under the right circumstances, there’s a better way.

Enter your email address below to get our free guide that outlines various ways a gift can be made to charity via a Life Insurance policy, RRSPs, company shares and/or real estate. Each scenario includes a case study, along with a sample financial analysis.