Charitable bequests are a way for people to leave a legacy and support causes they care about after they’re gone. But not ...

TORONTO, Sept. 27, 2022 /CNW/ - Think about this: only 4 percent of current wills contain bequests. Charities, as well as law, accounting, and financial firms that engage in estate planning with ...

A bequest to a charity isn’t as straightforward as leaving money to a relative or a friend, but most clients don’t realize this. Here are four questions to ask clients before finalizing the details: ...

The company has visibility into how many people are taking advantage of the charitable bequest option, as well as which charities have been designated and how much has been pledged to them.

"A charitable bequest can be made by leaving an amount to a charitable organisation of your choice, or to a charitable trust created in terms of your will," says Carien Strauss, fiduciary and tax ...

Charitable bequests are an essential aspect of philanthropic planning for high-net-worth individuals. When engaging in conversations with philanthropic clients, it is crucial to assist them in ...

Use charitable life insurance to trigger a tax receipt Charitable life insurance can fund a bequest and trigger a large charitable tax receipt when the client passes away. You can enact a life ...

Cooley Dickinson Hospital in Northampton has received a $300,000 estate gift from a long-time donor who passed away this year ...

A bequest can be cash, stocks, bonds, jewelry or other personal items, but not real estate. When real estate is given to another person through a will or trust, it’s known as a devise.

A significant contributor to these falls is family claims on testamentary gifts to charity or for charitable purposes. In those situations when a claim is made and there’s a substantial amount in a ...