Crafting Your Legacy: Strategic Giving Through Estate Planning

Estate planning is not only about distributing assets, it is an opportunity to define the legacy you wish to leave behind.

In the Expert’s Corner of the Montreal Children’s Hospital Foundation Newsletter (see page 3), Mindy Mayman outlines how strategic charitable giving through estate planning can create meaningful impact while delivering significant tax advantages. From direct bequests and naming the Foundation as beneficiary of registered plans, to leveraging life insurance or donating appreciated investments such as securities or real estate, thoughtful planning can enhance both philanthropic impact and tax efficiency.

By aligning your charitable intentions with a well-structured estate plan, you can balance family security with purposeful giving; transforming your wealth into a lasting contribution to the causes that matter most.