Charitable Giving

We’ll make your money – and its impact – go further by strategizing your donations to balance your long-term financial needs with those of your chosen charities. We take great pleasure in helping make the giving process as simple, cost and tax effective as possible by:

  • Identifying the charities best suited to benefit from your contribution (registered charities, public and private foundations, donor-advised funds)
  • Determining the amount and timing of your gifts
  • Discussing and recommending funding strategies (donation of securities or other assets, use of life insurance, gift annuities, remainder trusts, estate bequests)
  • Assisting in the implementation of your selected donation strategies

 

$350 per hour + HST (minimum 1 hour)



About Stewart & Kett


Stewart & Kett Financial Advisors Inc.
911- 123 Front Street West,
Toronto, Ontario,
M5J 2M2, Canada
(Adjacent to Union Station)
Phone: (416) 362-6322
Fax: (416) 362-6302