Planned Giving
The Mustard Seed has partnered with The Family Office, a progressive multi-service wealth management firm in Calgary dedicated to integrating philanthropic giving as part of an organized, ongoing and long-term approach to gifting. Together with The Family Office, we can help you create an appropriate philanthropic program that will ensure the social legacy you leave is created using dollars that were previously allocated to taxes. You will be able to effectively transfer government directed tax dollars to your self-directed legacy, ultimately benefiting the causes you wish to support.
Read more about Philanthropy Planning Strategies with The Family Office:
- Boomers are growing up
- Philanthropy and the Advisor
- Bequest in your will - philanthropic will planning
- Charitable will planning - examples
- Estate Tax Elimination & Social Capital Planning
- Our Home - Charitable Reverse Mortgage
- Charity or taxes, it's for you to choose!
- Grandfather's charitable legacy
We want to help you leave a lasting legacy. For more information on how we can help you arrange your planned giving, please contact Diana Schwenk, Managing Director of Development, at 403-269-1319 ext.211.
For more information on The Family Office, please visit www.thefamilyoffice.ca
"The legacy that you leave is not just the wealth that your heirs inherit. Your legacy is the part of you that lives on in the hearts and minds of others after you are gone. It is the influence you had on your family and loved ones and the impact you had on society."
IMPORTANT: The Mustard Seed offers this information with the understanding that we do not render legal, accounting, or other specific professional advice. We recommend that you consult your own professional advisors.
