Magnify Your
Current Donations:

The value of the eventual donation can increase tenfold

Example: Joanne, a non smoking teacher, age 38, gives $500.00 every year to a charity. On the advice of her advisor she decides to apply the strategy of planned giving to maximize her contribution to the charity. Based on the terms selected, the premium is $41.58/mth (total of $498.96 per year) the policy will be fully paid in 20 years.

Over the 20 years, Joanne will pay $498.96 a year for which she will receive donation tax receipts annually.

The Charity will receive a $50,000 tax free benefit when Joanne dies. Had Joanne not used this strategy she would have had to contribute $500.00/year for 100 years to match this amount.

Annual Tax Receipts: example based on above facts