 |
 |
|
February 2014 e-Update |
 |
Gifting That Makes A Meaningful Difference
| |
 |
Dedicating a portion of your wealth to charity is one of the noblest gestures you can make. Whether dedicated to researching medical cures or to helping those in need, charities and other non-profit institutions depend on benevolent individuals for funding.
Ensuring that your charitable intentions are satisfied can be as simple as writing a cheque to your favourite cause. But with proper planning, your generosity can go further with an impact beyond your expectations.
Planning your charitable giving strategy is a complex process, but we have made it easier and cost efficient with our CIBC Wood Gundy Giving Back donor advised fund program. A donor advised fund is an alternative to a private foundation or direct giving. You can receive immediate recognition for your generosity for tax purposes and assets grow tax free within the fund so that designated charities may reap a larger gift in the future.
With a contribution of $25,000 or more, you can enjoy all the financial advantages and personal satisfaction that comes with creating an enduring legacy. You recommend the charities you would like to support with your Fund and we will take care of the rest. Go to our website for more information.
Very best regards,
Smith Falconer Financial Group
|
| CIBC Wood Gundy is a division of CIBC World Markets Inc., a subsidiary of CIBC and a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. Lois Smith and Rodney Falconer are Investment Advisors with CIBC Wood Gundy in Toronto, Ontario.
The views of Lois Smith and Rodney Falconer do not necessarily reflect those of
CIBC World Markets Inc. |
|
|
