A cost-effective solution for making a sizeable gift to the Foundation.
Donors in good health aged 25 to 65 who are interested in making a large donation ($50,000+) but who do not have the required liquidity.
The gift of a new insurance policy is an attractive, easy-to-manage solution that will let you make a sizeable donation to the HEC Montréal Foundation over a predetermined amount of time, based on the annual amount set aside in your budget, and to allocate it to an initiative that is important to you.
This strategy is also a very interesting and cost-effective opportunity for members of the same family who wish to create a family fund to ensure their values get passed down to future generations.
Why not use the tax savings generated from a gift of this nature to take out another life insurance policy? That way, you’ll leave your heirs with an amount that is close to or even greater than the donation made to the HEC Montréal Foundation. It’s a beneficial way of giving back to your alma mater while still looking after your loved ones.
The HEC Montréal Foundation does not provide financial or legal advice. The examples used here are for illustrative purposes only. Please consult your financial or legal advisor to ensure that the selected donation option takes into account your specific circumstances as well as all applicable legal and tax implications.