Did you know you can leave a gift to charity in your will? That gift could be in many forms—GICs, cash, stocks, bonds—it’s your choice. You’ll support a cause you believe in and you’ll receive tax benefits for leaving funds to a charity. In this episode, Financial Planner Tyler MacLean talks about Charitable Gift Giving with Lisa Rosales, a Fundraiser with the Langley Memorial Hospital Foundation. Got eight minutes to spare? You’ll discover, Legacy planning, leaving a gift to charity using your life insurance plan, tax benefits of charitable giving, and transferring assets such as mutual funds or bonds to a charity. You'll also learn three ways to leave a charitable gift in your will and what you plan for today may be different from what you want to happen 10, 20, or 30 years later. It’s a good idea to review your will and ensure you have given clear direction as to where you’d like your hard-earned money to go.
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We financially empower our members by connecting them to personalized advice and solutions. With passion and innovation, together we go beyond banking to create a thriving credit union and build brighter futures. Learn more about G & F Financial Group.
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