Planning from
the Heart:
Your Legacy.
Our Expertise.

Charitable Partners Donor Agreement

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Supporting Donors Planned Giving Goals

Everyone wants to leave the world a little better and a little brighter than when they found it. Using smart strategies that are customized for your personal situation, the experts at Charitable Partners Group can show you how.  Whether you have a little or a lot to give, we'll help you leave a lasting gift to your community that offers meaning, peace of mind and financial gain for everyone involved.

We established the Charitable Partners Group offer guidance for people like you - people who want to support the important work of charitable organizations while still protecting your own estate. We want to ensure that you have the opportunity to meet your wishes for your favourite charity, your family and yourself. We have numerous strategies, each designed to enhance your personal and family financial situations while at the same time allowing you to meaningful legacy through giving.

Planned giving is more than a making a will bequest. There are times when a will bequest is the best alternative, however we invite you to explore your options in a relaxed and informative way, the Charitable Partners Group way.

We may be able to help you :

  • Decrease the cost of your gift.
     
  • Increase the size of your gift.
     
  • Leave more money to your family while giving.
     
  • Increase your retirement income and establish a planned gift.
     
  • Increase your net income today and establish a planned gift.
     
  • Increase the net value of your holding company through planned giving.
     
  • Give today without sacrificing your financial security.
     
  • Simply do the best you can with what you have.
 
There are a several clear advantages to discussing your plans with us :

  • We are experts in planned giving – experienced and focused.
     
  • We have access to tax and legal expertise as needed.
     
  • We unravel planned giving and make it easy.
     
  • We give you a signed donor agreement outlining our commitment to you and the charity(s).
     
  • We will not discuss with you your personal investment or insurance business.
     
  • We will update you annually and give you the opportunity to discuss any changes in your lives or ask questions.
     
  • We support the same charities you do.
     
  • We can save you money.
     
  • We work at no cost to you or the charity.
 

You don’t have to have a lot of money to leave a legacy. You just have to have a lot of heart.

Discover what planned giving can do for you and your favourite charity. Contact us  today for a free and confidential consultation with no-obligation.


 

(Download PDF version)