MONEY ADVISORS INC.

Planned Giving

Our Money Advisors team offers Planning Giving financial services allowing you to support non-profits and charities. We offer planned giving plans to help you with life-long income as well as estate and tax planning techniques to provide for charity and other heirs for maximizing the gift and minimizing its impact on your estate as the donor.

Tax Benefits of Gift Planning

  • Donors can contribute appreciated property, including securities or real estate, receive a charitable deduction for full market value of the asset, and pay no capital gains tax on the transfer
  • Donors who establish a life-income gift receive a tax deduction for the full, fair market value of the assets contributed, minus the present value of the income interest retained; if they fund their gift with appreciated property they pay no upfront capital gains tax on the transfer
  • Gifts payable to charity upon donor’s death, like a bequest or a beneficiary designation in a life insurance policy or retirement account, do not generate a lifetime income tax deduction for the donor, but they are exempt from estate tax

Mutual Funds provided through Carte Wealth Management Inc.
Insurance and segregated funds provided through PPI and Money Advisors.

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Cathie Orfali

Do something today that your future self will thank you for.

Money Advisors Inc.

235 Montreal Rd. Suite 100
Ottawa, ON
K1L 6C7
(613) 695-7526

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