Charitable Strategies
Make an impact and leave a legacy
Our legacy is who we are, every day, through big and small contributions - an expression of our values and relationships.
Our advisors will help you give back, make an impact, and fulfill your charitable objectives through a personalized charitable giving plan. There are strategies available to increase the impact of each dollar you give and to make this contribution tax efficient. There are different ways to give back. The solutions range from simple actions to detailed and complex strategies.
Our Approach
Charitable giving is used by many clients as a part of an overall planning strategy to significantly reduce their after-tax cost. We offer multiple strategy options to increase the impact of your hard-earned money and make each contribution tax efficient. Donor-advised funds, charitable flow-through strategies and gift-of-life insurance are all ways to create a bigger impact through giving. While you focus on supporting causes that are close to your heart, we’ll ensure your donations complement your overall wealth-management strategy. Working with us, you also have the choice of using ZLC Foundation as a convenient, efficient and flexible vehicle for your giving options. Charitable Registration #89747-6560 RR0001What Does This Mean for You?
People choose to give back to their community for many reasons. Different strategies are available to increase the impact of each dollar you give. Whatever your reasons for contributing, we ensure that your overall wealth-management strategy benefits you while simultaneously providing a meaningful and lasting impact on your community.%
of Canadians give to charity each year
%
of Canadians are aware that they can leave a charitable gift in their will (CAGP Foundation & Environics Analytics)
₂
CAGP Foundation & Environics analytics.
Source
KEY-BENEFITS
Reduced costs: Reducing your after-tax cost to donate and increasing the amount of giving for the same after-tax cost of a cash donation change to: Significantly reduce your after-tax cost to donate
Lasting legacy: You know your community best. Put your dollars where they’ll be most beneficial and directly help the charities that are meaningful to you.
Tax benefits: Our team of financial advisors can help you make the most of available tax credits.
NEED FINANCIAL ADVICE?
We're Here to help
You focus on benefiting organizations that are important to you—and we ensure you do so effectively and efficiently. Speak with a ZLC advisor today.
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