Charitable Bequests
By giving even a small portion of their estate to charity, donors can make a significant impact on the causes they care about
Gifts of Privately Held Securities
Gifts (up to 75% of net revenue) may be made either by an operating or a holding company – the challenge is getting money out tax-effectively. Donations can often facilitate this.
Gifts of RRSPs/RRIFs
Retirement plan assets are one of the most heavily taxed estate assets to pass to heirs.

Gifts of Life Insurance
Life insurance products are useful for gift planning because they are given special tax treatment