We can help you plan your giving so it aligns with your overall financial plan.
We can arrange the:
- Purchase of a permanent life insurance policy, naming the charitable organization as the owner and beneficiary of the policy;
- Transfer of ownership of an existing life insurance policy to a charitable organization and naming them the beneficiary; or
- 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.