Charitable Giving

Most everyone has causes they would like to support. Often times, individuals are incentivised to support because a family member or friend has been stricken by the cause that the charity supports (PDF1). Whatever your reasons, these organizations desperately need your help and at Transitions Wealth Strategies we are passionate about doing our part to show you the way.

While individuals are personally driven to support a need, rarely do they know how much can be accomplished with so little (PDF2). In their minds, it ultimately comes down to choosing between "money out of their pocket now" or "upsetting their kids later" if they leave a bequest in their Will. Nothing could be further from the truth!

Given that you have identified a charity that you would like to support, we will guide you as to the best way to structure your gift to achieve your desired goal. Through tax credits and in many cases using life insurance as a tool (PDF3), wonderful giving strategy results can be achieved with very little.

We are passionate about guiding and educating individuals as to how they can support these important causes. As such, we have dedicated a whole section of this web site towards charitable giving strategies (PDF4). You will be truly amazed at what you can personally accomplish with only modest means.

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