Planned Giving Primer

Marilyn Piccini Roy explains the advantages of making a charitable bequest and demonstrates how, through your will, you can provide a better future for more than just your heirs.

Life insurance is commonly seen as a safety net that will provide for your dependants in the event of your death. But there is another valuable way of using a life insurance policy: donating it to the charity of your choice.

Lorne Steinberg, Managing Director of Magna Vista Investment Management, shares some useful year-end tax planning tips.

Alexander Gross, a professional accountant practising as an investment advisor with HSBC Securities, explains the benefits of planned giving vehicles, in particular, charitable gift annuities.

In this first installment of the Planned Giving Primer, John Archer, investment advisor with RBC Dominion Securities and chairman of the MUHC Foundation’s Planned Giving Committee, explains some of the basic concepts of gift planning.