One of the questions that come up in conversations is “Where does charity fit into my plans”.
Leaving a Legacy can be part of their Financial Plan. Here at Alliston Financial, we can help you plan to leave a Legacy not only after you are gone but while you are alive.
We have a program that is offered through the Strategic Charitable Giving Foundation, a non-profit charitable corporation.
We work with our partner Mackenzie Financial to open up a foundation for our clients.
For as little as a $10,000 contribution, you can create your own Foundation where not only is the original amount a tax deduction but future deposits as well.
You can select a donation rate from your Foundation from 4% to 100% annually. This is a great way to have your own Foundation at a fraction of the cost to create your own private foundation.
For more details contact, Alliston Financial to get an information piece with all the details.
Disclaimer: Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
This should not be construed to be legal or tax advice, as each client’s situation is different. Please consult your own legal and tax advisor.
Mackenzie developed the Mackenzie Charitable Giving Fund program with the Strategic Charitable Giving Foundation, a registered Canadian charity. Donations under the program are irrevocable and vest with the Foundation. The information is general in nature and is not intended to be professional tax advice. Each donor’s situation is unique and advice should be received from a financial advisor. Please read the program guide for complete program details, including fees and expenses, before donating.