Augustine House has partnered with Financial Planning Experts, Les Voros and Chris George, to help you understand your options when dealing with the distribution of your assets. They are volunteering to share with you their knowledge on Income Planning, Legacy Building and Estate Preservation.
The clear advantages to Planned Giving are:
- The value of the donation can be significantly greater
- Payments are affordable not affecting your lifestyle
and current
standard of living - Choice of a charitable organization fitting with your values and concerns
- Choice of life insurance product
- Annual Charitable donation tax credit for the amount of
the premiums
paid in the year
Click any of the topics below for more information and be sure to attend our seminars starting in January, 2012. To register please email: info@augustinehouse.ca. Seminars will be held at AH in the Media Room on the 3rd Floor.
Topics to be covered include:
- Insurance Donations
- Magnify Your Current Donations
- Gifts of Qualifying Securities & Properties
- Insured Annuities
- Charitable Remainder Trust
- Monthly Contributions
- Charitable Tax Benefits
- Estate Planning - Bring In Charities
SEMINAR SCHEDULE (Spring 2012):
Guaranteeing and boosting your retirement income
| Date: | January 26, 2012 |
| Times: | 2:30 pm – 3:30 pm |
| 3:30 pm – 4:30 pm (staff) |
Leaving a Legacy to the ones most important to you
| Date: | February 23, 2012 |
| Times: | 2:30 pm – 3:30 pm |
| 3:30 pm – 4:30 pm (staff) | |
| 7:00 pm – 8:00 pm |
Understanding Wills, Power of Attorney, Living Will and Trusts
| Date: | March 29, 2012 |
| Times: | 2:30 pm – 3:30 pm |
| 3:30 pm – 4:30 pm (staff) | |
| 7:00 pm – 8:00 pm |