Legal and fiscal advisors’ point of view

Legal and fiscal advisors’ point of view

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Preconceived notions are hard to change. It is no different when it comes to the belief that only people of a certain wealth and who are without heirs can make a planned gift to a charity. A planned gift is a fiscally advantageous tool.

 

Me Jean Lambert, notary and associate, PME Inter

Each time I broach the subject, people are surprised to hear that they can support a charity and that their estate will benefit from tax credits. An investment portfolio, artwork or real estate that has increased in value can amount to important tax payments for the inheritance.

 

Claude, financial planner

Although planned giving must first come from the heart, it is important to know the applicable tax-related rules and regulations. Some prefer to give to a charity rather than to taxes.

 

Maurice, financial planner

For me, it is just as important to discuss philanthropic commitments with my clients as it is their financial investments. I help them plan and structure their donations to maximize the impact.

 

Michelle, lawyer

The people responsible for planned giving within the charities are good sources of information. I also regularly consult Web sites on the subject.

 

Discover the testimonials of the donors and the point of view of the charitable organizations.

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