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Tax Benefits

Testamentary Gift

A gift made in a will can be used in the calculation of a donor's tax return, which translates into interesting tax savings.

 

Life Insurance

By designating the Roman Catholic Episcopal Corporation of Valleyfield as the irrevocable beneficiary of your policy, the premiums paid to the insurer will entitle you to a tax receipt.

 

Donations of Listed Securities

The tax receipt issued to you when donating listed securities (shares) corresponds to the fair market value. The capital gains realised on the cost of acquisition is non taxable for the donor, which represents a tax savings.

 

In all these cases, such gifts should be part of your financial and estate planning.