Planned giving is a way to ensure that the values that matter most to you are passed on to future generations. It is also an opportunity to take advantage of estate planning strategies and tools to make the most of your charitable donation.
A planned donation is much easier to arrange than you might think. Most of the financial tools involved do not require the services of a professional.
We would be happy to assist you, whether you’re just starting to the give the matter some thought or you’re further along in the planning process. Our FAQ section is a great place to start.
Feel free to reach out to us with your planned giving questions at any time. Putting off the subject can have a detrimental impact on your clients and the community as a whole.
The HEC Montréal Foundation planned giving committee was set up in 2009. The volunteers who sit on the committee are alumni, friends of HEC Montréal and donors. They are there to support the Foundation’s work and provide expert insight and advice to the Foundation’s team on life insurance, financial planning, tax considerations and other matters related to planning giving.
The HEC Montréal Foundation’s CRA registration number is 118924158 RR0001.