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Charitable Giving

Charitable Giving

by Customplan Financial Advisors Inc. | Dec 14, 2024 | Blog, business owners, DRAFT, Family, farmers, financial advice, financial planning, insurance, Professionals, retirees, tax

Why do individuals give to charity: ● Leave a legacy ● Essential to organizations ● Meaningful tax relief for contributors There are many ways to give and lots of potential tax savings: 1. Simple Cash Gifts – Charitable tax credit 2. Gifts in Kind –...

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At Customplan Financial Services Inc., we provide personalized financial planning to help you create the life you love.

Karl Krokosinski, EPC

FINANCIAL ADVISOR

Micheline Varas, BA, RHU, RFC, EPC, GBDS, CEA, CHS

RISK MITIGATION STRATEGIST

Bonita Jane Kee, CEA

INVESTMENT FUND AND INSURANCE ADVISOR

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(604) 669-6903

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Customplan Financial Advisors Inc.
1160-1090 W Georgia Street,
Vancouver, BC, V6E 3V7

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