Gift of Insurance

Helping Your Clients make their Legacies Count – Today and Tomorrow

Estate gifts, can be an excellent source of funds for charitable giving, creating substantial assets with which the original donor’s family may continue to participate in charitable giving.

In many cases, insurance may be the most economically efficient method to bestow larger and more enduring gifts while enjoying either current and/or future tax savings. For a copy of Canada Gives Insurance Gift Acceptance Policy please contact

Case Studies and Financial Planning Resources are available in downloadable PDF format for your discussions with clients and prospects.