Legacy Gift Planner

 Empowering
Generosity

"The true meaning of life
is to plant trees,
under whose shade
you do not expect to sit."

Nelson Henderson


 

How to make a planned gift to charity
Without compromising your financial security

Legacy Gift Planner helps retirees to make smart choices about their charitable gifts. We help seniors make wise planned giving decisions to achieve their philanthropic goals while safeguarding their retirement income and family inheritance objectives. 

The three most popular gift plans accomplish the following objectives:

  • Making a planned gift (bequest) to a charity or foundation while preserving the donor's entire wealth for other family members.
  • Tripling the value of a planned gift without increasing the cost of the gift.
  • Making a significant immediate gift while protecting the retirement income and family inheritance of the donor.

To learn more about how you can make a charitable gift through your estate for close to no cost to you, please visit our Legacy Gift Page

If you are interested in making a significant immediate gift while protecting the inheritance of your family, please visit our Immediate Gift Page

In addition to helping retirees with their charitable gift plans, we provide estate planning solutions that reduce or eliminate probate fees and other estate settlement costs. Our retirement income strategies significantly reduce income taxes and provide a high and stable investment income free from the frequent fluctuations of interest rates. The major benefits of our retirement income strategies are:

  1. Reducing or eliminating the Old Age Security claw back.
  2. Reducing income taxes from interest income by 75% or more.
  3. Getting an annual retirement income of more than double that available from regular bonds.
  4. Increasing the family inheritance without sacrificing retirement income.

To learn more about our retirement income strategies, visit this page.

Our FREE BOOKLET provides additional information about several charitable giving strategies and retirement income approaches. You may obtain a copy of this booklet, by simply filling in this form.

Legacy Gift Planner is based in Vancouver British Columbia and provides a wide range of financial advice to individual and corporate clients. Legacy Gift Planner specializes in advising retirees and seniors on financial plans involving: charitable gift planning, retirement income planning, wealth management, wealth protection, estate planning, tax planning and long-term care insurance planning. We provide these financial services in Vancouver, Victoria, Vancouver Island, West Vancouver, North Vancouver, White Rock, Delta and Sunshine Coast. Our qualifications for providing financial advice include: MBA, Ph.D, Certified Financial Planner and Certified Senior Advisor. Our financial advice is based on a process of first identifying your values and financial goals. Based on your values and your current situation we develop a financial plan that will allow you to reach your financial goals. The most common results of our plans are: tax savings, increased retirement income, protection of wealth for family, reduced estate settlement costs and significant charitable gifts.
Wednesday, March 10, 2010

This information is designed to provide a general overview with regard to the subject matter covered and is not designed to provide client specific advice. The authors, publisher and host are not providing legal, accounting, tax or any other specific advice to your situtation.

 

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