Estate and Financial Planning Options for Giving



Planned Giving is a form of stewardship for the future.  Planned giving means making a charitable gift in a way that maximizes your tax and estate planning, to perpetuate something of great value to you, and may be the ultimate gift, both in size and finality.

Done properly planned giving benefits both you and society.  Come and attend one of our information sessions on the various ways an individual can make a donation and benefit from the number of changes the federal government has made in the form of tax incentives to encourage charitable gifting rules.

Planned gifting can be a present gift the charity can use now, or, a deferred gift that can only be used in the future….generally after your death.  If you are looking for a way to create an enduring legacy, insurance and investment strategies can help.  Choosing how to create your legacy is a very personal decision.  These education sessions will give you alternatives that may only amplify your gift, but cost a lot less than you would think.

Mimi Rogers

Associate Advisor, Rogers Financial Services

Register with Nancy today for Dec. 7th or 9th 10:30-11:30

10:15 for coffee and tea biscuits Bring a friend and become informed.