individual & Corporate Planned giving

individual Planned giving

What is planned giving?

Planned or legacy giving is the designation of charitable gifts through a financial or estate plan. These are generally gifts of assets or a bequest in your will, not current income. It helps you make more significant financial gifts to support charities as well as address your financial needs.

planned giving is right for you if YOU:

  • Are generous and want to make the world a better place
  • Are eager to give back to your community, school, or other charitable organization you feel is part of your heritage
  • Want to reduce personal taxes on yourself
  • Want to lower taxes on your business
  • Want to eliminate taxes on your estate after you pass away


What is Corporate Planned giving?

Corporate planned giving can serve the two-fold purpose of lowering taxes and putting your business in a positive light.

CORPORATE planned giving is right for you if YOU:

  • Would like to receive benefits that are tax deductible, and you want to receive recognition from the charity for your company’s generosity today.
  • Want to receive a tax credit for the death benefit amount when you pass away.
  • Donate an existing policy today to a charity and the tax credit received will be based on fair market value of policy.
  • Want to gift registered and non registered funds to get a full tax credit.
  • Don’t want your beneficiary to lose up to 54% of funds to the government – the charity gets it all!

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Blue SWAN Financial works with both charities and an accomplished ‘Professional Advisory Council’ to assist you. The PAC is made up of lawyers, accountants, financial planners, and insurance specialists that have experience working with donors and clients that are looking to maximize their charitable impact as well as find solutions for estate and tax challenges.

Life Insurance policies can outlive its original purpose. By adding our organization as a policy owner and/or beneficiary, the gift of life insurance transforms a modest investment into a much larger benefit for you and for the families we serve.

An Annuity allows a donor to make a gift, in most cases receive a generous charitable tax receipt and receive an annual tax-free payment, an annuitant, for the rest of their lives. This can be established by a charity for an individual or a couple.

Your Retirement Plan assets may be taxed twice as part of your estate and as income to family members. By naming Ve’ahavta as a beneficiary of a portion of your retirement plans, the gift is tax free. What might have been lost to taxes can be shared with our families in need.

Through a bequest in your will or trust, you take care of loved ones first and make a difference in the lives of the families we serve, without affecting your current finances. This may be a percentage or a residual bequest, a contingent or a fixed amount.

A Charitable Remainder Trust can provide income to you and your loved ones for a term of one year or for life with an income tax deduction. After all lifetime beneficiaries are cared for, we receive the remaining assets to support our families.


I strongly believe in giving back to the community. That’s why, for every donor that meets with a member of our Professional Advisory Council, a donation of two fresh new pillows will be made to a local shelter, to help a friend in need ‘Sleep Well At Night’.


Blue SWAN Financial is committed to ensuring all Canadians, including those less fortunate, Sleep Well at Night. That is why it is our pleasure to sponsor Ve’ahavta, a charity that helps fight poverty and hunger in the streets of Toronto. We also provide sound advice for donors of this charity, as well as others, to maximize the benefits for those in need as well as the donor.

While planned giving is one of the most impactful ways you can give back to the community, I also champion the more conventional methods of charity. In my personal time, I participate in Road Hockey to Conquer Cancer every fall, where all fundraising proceeds go to the Princess Margaret Hospital Cancer Care Unit. Since my involvement, my teams have raised over $55,000 for the cause.

Learn more about Planned Giving

Taking the lessons I learned in 20+ years of my career in manufacturing, I now exercise my financial
expertise as an Insurance Broker dedicated to helping my clients

‘Sleep Well At Night’

Learn more about Allan and his Team