You’ve always been known for your generosity to your family, friends and especially to your favorite charities. As you consider the legacy you wish to leave, the desire to continue your tradition of charitable giving becomes an even more important consideration.
During our lifetime, we often measure our success by tangible accomplishments. We own homes, vacation properties, stocks, bonds, mutual funds, and other valuable assets. Sometimes, we measure our success by our achievements in the workplace. While these are important, they are only a small part of the impact we want to have on our communities.
The Investors Group Charitable Giving Program allows you to shape and define your legacy. Whatever your interest, whatever your passion, you can make a difference. You don’t have to be wealthy to take action, sometimes a well-placed gift of a few hundred dollars can make all the difference to a charity in the delivery of its programs and services.
The program also provides you with a legacy of giving by allowing you to involve your family in philanthropic decision-making, both now and in the future. Involving your heirs in the account, and setting them up as successors in your will, allows you to pass on your most essential values- the importance of giving back to your community and helping those less fortunate.
The Investors Group Charitable Giving Program is designed to help you give in your own way.
Simplicity– Consolidate all your charitable giving in one account
Cost-effectiveness- Provides many benefits of a private foundation without the administrative responsibilities and up-front costs
Tax advantages- Provides an immediate tax receipt for your donation; avoid taxes on capital gains on gifts of appreciated securities
Long-Term growth- Gives your donations growth opportunities, which means your favorite charities get more over time.
Flexibility- Supports the charities you want, when you want- as the program lets you decide which charities will benefit from your gift. The program also allows you to use a variety of different assets- stocks, bonds, mutual funds, and cash- to support your charitable giving
Anonymity (if you wish) – Allows you to give anonymously, to be recognized by your name, or to be acknowledged in the name of the giving fund.
A charitable legacy- Involves your family in your philanthropic decision-making now and in the future, allowing your successors to carry on your charitable goals.