Gift Planning Strategies

As part of your long-term financial planning, a planned gift can offer you substantial tax and estate planning benefits and allow you to make a larger and more lasting gift to charity.

Charitable Bequest - a gift made to charity through your Will which can reduce or eliminate taxation on your Estate.> learn more

Revocable Deposit Agreement  - a deposit of your funds into the CSS general pool of investments for return of interest shared between you and your favourite charities or delegated completely to them.> learn more

Charitable Gift Annuity  - a deposit of your funds for the return of a guaranteed lifetime income, with any residual at your death being gifted to the charity of your choice. > learn more

Endowment Gift  - an irrevocable deposit of your gift which perpetually yields annual interest income for your chosen charities..> learn more

Donor Advised Fund - an irrevocable gift to be distributed over time as the Lord leads you..> learn more

Gifts of Appreciated Securities  CSS can facilitate the sale of gifted securities for your charity, allowing you the preferred tax treatment.. > learn more

Gifts of Life Insurance make CSS the beneficiary and we can distribute the proceeds to the list of charities you have chosen to support, either in lump sum or through an endowment. > learn more

Gifts of RRSP or RRIF under new legislation, CSS can be the beneficiary of your registered assets, reducing probate costs to your Estate and allowing us to act as the distributor of your wealth to charity. > learn more