Three Reasons to Speak to an Advisor When Planning Your Will
What comes to mind when you think about your Will? Your first thought may be about what you will leave behind for your loved ones.
Will Power Library
Resources and stories about all aspects of legacy giving.
Why You Should Leave a Charitable Gift In Your Will
You probably know about people like John Labatt (the man behind the largest brewery in Canada), H.J. Heinz II (the one and only ketchup king),…
Have Your Cake and Eat It Too: The Tax Benefits of Charitable Gifts in Wills
Whether it’s through our money or our time, we’re all charitable in some form or another. But planning a charitable gift in a Will can…
5 Common Myths that Get in the Way of Your Will Power
Your Will can be a powerful tool for creating change in the world. By leaving a gift to charity in your Will you can have…
Helpful Tips for Updating Your Will
Clients often ask how frequently they should review their Will, and what steps they need to take to update it. The answers are not always…
Better Ways To Give From Your Estate
If you are one of the generous Canadians who regularly donate to charities, you are giving to causes that you care deeply about, and tax…
How Do Charities Use Gifts in Wills?
We reached out to friends and colleagues at some of Canada’s most prominent community foundations —the Toronto Foundation, the Foundation of Greater Montréal,…
A Financial Advisor’s Perspective: Strategies for Maximizing Charitable Gifts in Wills
One of the most frequent questions people have about including a charity in their Will, is how to get the most out their donation from…