Planned Giving

We can help you plan your giving so it aligns with your overall financial plan.

 We can arrange the:

  1. Purchase of a permanent life insurance policy, naming the charitable organization as the owner and beneficiary of the policy;
  2. Transfer of ownership of an existing life insurance policy to a charitable organization and naming them the beneficiary; or
  3. Naming of a charitable organization as the beneficiary of your registered investment account (RRSP, RPP or Locked-In equivalent).

Much valued, and a significant advantage for our staff, is Chris’s personal involvement in shepherding all involved parties through the process for disability and death claims.

Christine Raniseth, Business Manager, Glen Lyon Norfolk School
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