Charitable Legacy Investment Plan

This concept has been developed by us to illustrate the potential for Charitable Gifting by combining the tax efficiency of using a Systematic Withdrawal Plan (SWP) and the gifting of securities to a charity.

An amount is invested for the benefactor to produce future income for their favorite Charity. Funds are allowed to grow until the pre-determined target is achieved. Upon attaining the goal the fund begins making tax deductible donations to the charity. Donation can be made with securities to reduce tax on disposition of shares. control of the fund remains with the benefactor.

By creating an investment fund and allowing it to grow until it reaches the desired goal the cost to the donor can be substantially reduced.

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