Charitable Planning

Having earned a certain level of financial comfort and wishing to give back, you may have the very commendable objective of sharing your wealth with others. There are many different ways to benefit your favourite charities. We can advise you on your options and help to implement your desired manner of giving. A properly implemented charitable gift can, in turn, provide a tax benefit to your eventual estate.

Our services in this area include the following:

• Assistance with reviewing and identifying charitable objectives
• Developing a plan for charitable giving depending on the applicable assets
• Providing for charitable giving, under your Will or other legal documents, including general purpose gifts, specific purpose gifts, and scholarship/bursary funds
• Life insurance designations for charitable purposes

Should you require assistance with your charitable planning, contact a Lindsay Kenney lawyer and enjoy moving forward smoothly.