What is Planned Giving?

Planned Giving or Charitable Gift Planning happens when:

  • A donor is motivated to make a donation with the belief that the values of an organization align with their own values and that these values should be preserved for the future.
  • A donor works with a Professional Advisor to create a complete and balanced approach to giving that addresses estate, tax and financial planning objectives.

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.

View the Charitable Gifts Matrix>>

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.