Charitable Giving as an Estate Planning Tool

Information Session

Thursday, November 21, 2019 10 a.m. - 11 a.m., 11 Holland Avenue, 3rd floor, Ottawa

At a fundamental level, leaving a gift to a charity feels good and allows you to leave a legacy. It can also serve as a testament to your personal values. Mann Lawyers LLP welcomes you to attend a free presentation on the issues facing donors and advisors when considering charitable gifts as part of an estate plan.

Recent changes to estate planning and taxation laws provide opportunities to lower your tax burden through charitable gifts.

Topics to be discussed include:

  • Understanding charitable donations in the broader context of an estate plan
  • Strategies for minimizing income tax, capital gains tax and probate text through charitable donations and other estate planning techniques
  • Types of charitable donations and their associated tax planning effectiveness (i.e. cash, corporate shares, real estate, art, life insurance)
  • How to incorporate charitable giving into an existing estate plan

Please RSVP by Friday, Nov. 15 to lvexler@bruyere.org