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Future Values: estate and financial advisors Calgary

Future Values: estate and financial advisors Calgary

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  3. Charitable Giving

Charitable Giving

Whatever your reasons for giving, we work with you. Your generosity can create a lasting impact for a much-loved school, church, charity or other institution. You can benefit from tax reduction now and ultimately on your estate. That way, your heirs and your favorite causes can get more while less of your money is lost to taxes.

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 times, 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 gift planning involves tax issues that should be discussed with a qualified tax or financial professional.

For more information of charitable gift planning, please contact us today.

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Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 403.229.2123
Fax: 1.866.509.6017
Toll Free: 1.877.229.2123

Email: info@futurevalues.com

Suite 201, The Heath Block
615 – 15 Avenue SW
Calgary, AB T2R 0R4

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At Future Values Estate & Financial Planning we work as your personal financial advisors & planners, offering you a wide range of services that are designed to help our clients from Calgary as well as the surrounding communities: British Columbia, Alberta, Saskatchewan and Manitoba. Our services include retirement planning, insurance planning, risk management, financial planning and estate planning.

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The information on this website is intended for residents of British Columbia, Alberta, Saskatchewan, Manitoba and Ontario only.

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