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sional offers many advantages. First, the proceeds of insurance
are not considered part of the donor’s estate. This
means the proceeds will pass directly to the charity when
the donor dies without being subject to probate taxes.
Second, the donor can receive donation receipts for the
premiums paid on the insurance contract during their lifetime.And
third,the size of the gift is often enhanced if you
leave a life insurance settlement rather than cash.
A gift and a dream
Charitable gifting is just a portion of your overall financial
plan, but it’s an important one, combining the satisfaction
of giving back to the community with real tax benefits.Talk
to your financial advisor about win-win strategies
that make the most of the current donation tax incentives
— while helping you realize your community dream.
Sheldon Rice is an investment advisor with Canaccord
Capital Corp in Ottawa. He specializes in innovative,
personalized financial plans that are easy to understand
and simple to follow.
NOTE TO READERS: THIS MATERIAL IS PROVIDED FOR GENERAL
INFORMATION AND IS SUBJECT TO CHANGE WITHOUT NOTICE.
EVERY EFFORT HAS BEEN MADE TO COMPILE THIS MATERIAL
FROM RELIABLE SOURCES HOWEVER NO WARRANTY CAN BE
MADE AS TO ITS ACCURACY OR COMPLETENESS.PLEASE CONTACT
A PROFESSIONAL ADVISOR TO DISCUSS YOUR PARTICULAR CIR-
CUMSTANCES BEFORE ACTING ON THIS INFORMATION.
Create a Legacy of Faith
MISSION AND
SERVICE FUND
Call the United Church Gift Planning office at
1-800-465-3771 or 416-231-5931
E-mail: giving@united-church.ca
Visit: www.united-church.ca/howtogive
ON AND
E FUND
Your will is a powerful tool.
Use it to create opportunities for our future.
September 2008 • 50 • Fifty-Five Plus Magazine
“I believe in the work of the
Ontario Heritage Trust . . . and
I’ve made a planned gift to
ensure that it continues.”
The Honourable Lincoln M. Alexander
Chairman, Ontario Heritage Trust
By making a planned gift to the Ontario
Heritage Trust, you can help to preserve our
unique and irreplaceable heritage.
Planned giving supports the Trust’s work to
conserve Ontario’s built, cultural and natural
heritage for the enjoyment, education and
well-being of present and future generations.
for a living planet ®
Call 416-325-5025 today for a
confidential discussion with our
Manager of Fundraising and
Development or e-mail us at
donations@heritagetrust.on.ca
Be part of a living future. By including a gift in your
Will, you will help WWF-Canada create a living legacy.
Please contact:
Mary Beth Taylor, CFRE, Director, Planned Giving
416-484-7722 or 1-800-26-PANDA (72632)
mbtaylor@wwfcanada.org
wwf.ca
© 1986 Panda symbol WWF-World Wide Fund For Nature (also known as World Wildlife Fund)
® “WWF” and “living planet” are WWF Registered Trademarks
Photo courtesy of Gilbert &
Associates, Toronto