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Donor makes inspirational planned gift

The summer 2014 issue of The City Hopsital Foundation’s Well Aware newsletter featured a story of generous giving, both current and planned, from Dennis and Shell Balon.  Their heart for giving is truly inspirational, and we at Continuity are proud to know these generous individuals.  Please see the full article from the Saskatoon City Hospital Foundation HERE.

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1 in 5 Canadians Leaving Part of their Estate to Charity

Donations AcceptedSaskatchewan is above the national average of 22%, with 33% planning to leave money to charities in their will.  See the full article HERE for more interesting notes on what the motiviations are behind giving and what segments of the population are planning to do the most giving.

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Realizing the Value of Permanent Insurance

Your old term insurance policies may be worth more than you thought!  Before you surrender an old term insurance policy that you no longer require, consider the underlying value that the policy may have if it were converted to a permanent policy.  A permanent insurance policy, even with no cash value, often has inherent value to it because of the insured’s age, health status, or the pricing on the policy.

Have a look at this Case Study, to see the value that can be created from a permanent insurance policy.  As always, please contact us if you would like to see how this could work for you!

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Tis the Season for Giving!

One of the most rewarding things we do here at Continuity is assist our clients in their philanthropy.  We also love to highlight ways to make charitable gifts in the most tax-efficient manner, as these tax savings often mean more giving!  So, as many people are considering charitable gifts this Christmas season, we wanted to highlight the benefits of making a gift of public securities from a holding company.  Please see all the details here, and contact us if you have any questions.  Happy Giving!

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