Insurance Broker | Five-ways Financial | Richmond Hill

Charitable Policy

The planned giving concept is extremely remarkable. This policy is similar to Individual Life Insurance however the beneficiary at your death is a registered charitable organization or foundation of your choice. A wide range of life insurance products are available based on affordability and contribution goals.

Benefits of planned giving

  • Support a cause you care about
  • Flexible payment schedule that works best.
  • Easy way to contribute to your charitable giving goals
  • Leave a lasting charitable legacy

Features of the planned gift concept

  • Apply for a new life insurance policy
  • Designate a registered charitable organization or foundation as sole beneficiary and policy owner
  • Select a flexible payment method (pre authorized monthly debit, annual billing)