Estate planning is rarely a simple process for any client. For Ann Louise Pearson and her lawyer, it was a crucial undertaking that would help define a legacy she had built up through a life’s work in the Ottawa community.

Gift of Freedom was

released on May 3

Lawyer helps donor leave legacy of support for Ottawa’s immigrant population

Volume 1, Issue 1, May 2008

Gifting in-force insurance

By Glenn Stephens and Kevin Wark (with kind permission to re-publish obtained by Susan St. Amand)

New incentives for donating
The owner of an insurance policy may decide, for a variety of reasons, that such coverage is no longer required. One option in these circumstances is for the owner to gift the policy to a charity in return for a charitable donation receipt. If the policy is not “paid up,” the donor could then make ongoing gifts to the charity to cover future premium payments or the charity would assume this ongoing obligation.

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While nearly eight out of ten financial advisors discuss charitable giving with their clients, they feel challenged to provide the level of assistance and expertise on this subject that clients desire and expect, according to a survey sponsored by Schwab Charitable.

Financial advisors want more charitable giving information, survey finds
(As appeared in the Philanthropy News Digest—October 31, 2007)

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The Community Foundation is pleased to announce that Scott Wilson is the new Vice-Chair of the CFO’s Board of Governors, and will assume the role of Chair in January 2009.

We are also honoured to share two new appointments to the CFO
Investment Committee: Gordon Thiessen and Tom Valks. More Details

Initiating the Philanthropic Conversation

Discover the Top Ten Reasons Why You Should Discuss Philanthropy with your Clients

An e-newsletter produced by the Community Foundation of Ottawa for its circle of Professional Advisors