Planned Giving or Charitable Gift Planning happens when:
Since planned giving opportunities differ slightly in regards to charities and foundations, and because tax laws change frequently, it is recommended that those considering donations through planned giving consult a professional advisor such as a lawyer, accountant or financial planner.
View a list of local Professional Advisors>>
Charitable giving can generate significant tax benefits in both annual and estate tax situations - and many people are not aware of these opportunities. Our Charitable Gifts Matrix outlines how each type of gift (i.e. cash, a life insurance policy, a bequest by Will, etc.) benefits the charitable organization, how it benefits the donor, examples of gifts, and who they are appropriate for.
View the Charitable Gifts Matrix>>
Tax receipts are issued for your donation.
The Campbellford/Seymour Community Foundation adheres to the ‘Standards of Professional and Ethical Practice’ as per guidelines set by the Canadian Association of Gift Planners.