Many organisation are effective fundraisers but it is only
the large charities and not-for-profits that are truly effective at Planned
Giving. It is these large organisations that have the budget to hire full time
staff.
Small charities and not-for-profits should "hire" licensed
life insurance brokers to help raise funds for their organisations.
We at ProInsure are actively helping small charities and
not-for-profits raise money by implementing a Planned Giving Programme that uses
gifts of life insurance.
Ask us
how!
We help
organisations receive cash, or assets such as life insurance, real
estate, stock, or other property.
Planned gifts help organisations in
their continued efforts and support of the community.
Types of planned
gifts:
Prepare a will. Without a will
you lose control over your property at death.
Leave a gift in your will for
the charity or not-for-profit of your choice
Leave a specific dollar amount
or a percentage of the assets in your will to the
charity or not-for-profit if your choice
Purchase a new life insurance
policy naming the
charity or not-for-profit if your choice as the beneficiary.
Name the
charity or not-for-profit if your choice as the beneficiary of an
existing or paid-up life insurance policy.
Name the
charity or not-for-profit if your choice as a beneficiary of your RRSP,
RRIF or pension.
Consider using assets for your
charitable gift. These include but are not limited to cash, stocks, bonds,
mutual funds, term deposits, real estate, vehicles, art, jewelry, or
insurance.
Remember loved ones with
memorial gifts.
Encourage family and friends to
leave gifts to the
charity or not-for-profit of your choice in their wills.
Ask your
financial or estate planning advisor to include charitable giving as part of
their counsel to clients.
It is
recommended that donors discuss their planned giving intentions with their
independent financial advisors prior to making a planned gift to review any
relative tax implications.
Learn more about gifts of Life Insurance
Select the items
that apply, and then let us know how to contact you.
Name
Title
Company
Address
E-mail
Phone
Protection, Wealth Creation and Management
It's better to have insurance and not need than to need it
and not have it.
ProInsure is a Life Insurance Brokerage Agency located in
Oakville, Ontario.
472 Caesar Avenue, Oakville,
ON, L6J 3Z2 - 905-815-7186
