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Planned giving

Build your philanthropic legacy and write your name on the future.

Many of our clients are redirecting a portion of their estates to not-for-profit organizations or communities which have made an impact in their life.

Recent changes to the Federal Income Tax Act have made it easier to donate money, time and estate values to charitable organizations at the same time as tax reduction legislation has created significant financial challenges for the not-for-profit sector.

We can help you plan a strategy which maximizes the effectiveness and tax-efficiency of your gift.

Get industry news and insight from the Etherington Generations team and some of the country’s best business minds.

See our latest insights at trustedadvice.teg.ca

Offices

23 Lesmill Road, Suite 400
Toronto, ON
M3B 3P6
416-481-5630
Monday - Friday
8:00 am - 4:00 pm
or by appointment

Downloads

Service overview
Corporate benefits overview
Legacy planning overview

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