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.
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.
Tax receipts are issued for your donation.
The Community Foundation of Campbellford/Seymour and Northumberland adheres to the ‘Standards of Professional and Ethical Practice’ as per guidelines set by the Canadian Association of Gift Planners.