Message from Chair LEAVE A LEGACYTM Greater Vancouver
“The choices we make about the lives we live determine the kinds of legacies we leave.”- Tavis Smiley
With my years of experience in the financial services industry, I have come to recognize the financial benefits, and even more so, the life importance of leaving a gift to charity. Fundamentally, I have learned that the charitable motivation and passion manifests for reasons other than tax benefits.
People want to enrich their lives and to make a difference in their community. This leads us to often support a cause or organization that we care about, to leave a legacy that reflects our values, and to hopefully inspire the next generation, to also leave a simple expression of gratitude. That is why I think it is so valuable to incorporate philanthropy into the conversation when we as advisors help others build their financial and estate plans.
I think the best way to describe a Charitable Legacy is to say that it is your life story as told through a well-planned estate.
LEAVE A LEGACYTM is a public awareness initiative of the Canadian Association of Gift Planners (CAGP) that takes place in local communities across Canada. This initiative helps to promote the importance and benefits of leaving a bequest in your will or other planned giving strategy to support the charity or cause that means the most to you. The LEAVE A LEGACYTM initiative provides informa-
tion on how easy it is for you to support charities through estate planning while still ensuring your loved ones will be cared for through your will. From the LEAVE A LEGACYTM
initiative, people can also learn that their bequest to charity will be felt long after their death and that it will have an enormous impact on the future vibrancy of our communities.
In this publication, you will find articles that motivate you, inspire you and help guide you in creating your own Legacy Plan that will be woven into the lives and causes of those you care about most.
“The choices we make about the lives we live determine the kinds of legacies we leave.” TAVIS SMILEY I think the best way to describe a Charitable Legacy is to say that it is your life story as told through a well-planned estate. JULI AR OUD AK OVA