By establishing an Estate Plan to manage your savings and property during your lifetime, you can distribute your assets to your chosen beneficiaries throughout your life and upon death.

The first step in establishing an Estate Plan is to prepare a Will. Your Will is much more than a legal document – it reflects the principles that have guided your life. With the help of a qualified financial and legal advisor who has a background in Estate Planning, you can retain control over your assets, and distribute them in a manner that is both pleasing and tax-efficient. Let us love, not in word or speech, but in truth and action.” (1 John 3:18)

In the same way that you plan a family vacation, or the purchase of a new car, gift planning includes planning charitable gifts to your favourite charity.

Planned Gifts can be made today, so that you see the benefit of your gift, or they can be a ‘deferred’, future gift, which is committed now, but made available at some point in the future.

A common way to provide a planned gift is through a Bequest in your Will.