Planned and Charitable Giving

Protecting Your Legacy Without Compromising Your Values

Whether you are retired or still in the workforce, by choice or because you haven’t hit that retirement date yet, one of the issues that we will discuss is reducing your tax bill through philanthropy or planned giving. The gifting of assets to community organizations, whether cash, other liquid assets, or fixed assets, such as property, can be very satisfying. In this time of government cuts, gifting is a welcome way to combat poverty and disease, and support environmental stewardship, health care and the arts. We work with a locally-based national organization that helps clients make the most of their contributions. This can mean charitable giving now, to promote your social values and help your tax bill, as well as planned giving through your will.


Upcoming Events & Seminars

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Whipp Tips & News

Sweden’s largest pension fund just gave Exxon Mobil and other energy giants a stinging slap on the face

Sweden’s largest pension fund, AP7, has sold its investments in six energy companies that it says breach the Paris climate agreement

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Fund Selector: ESG myths and realities

There are plenty of companies that make a positive contribution to society and the environment that have also performed extremely well.

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Top UK fund manager divests from fossil fuels

Archbishop of Canterbury plays crucial role in BMO Global Asset Management’s decision to dump £20m of shares in firms such as BHP Billiton

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The information in this website was obtained from sources believed to be reliable, however, we cannot guarantee that the information is accurate or complete. The information provided is a general source of information and should not be considered personal investment advice or solicitation to buy or sell securities.

Leede Jones Gable Inc. is a
Member of IIROC and the Canadian Investor Protection Fund
Stephen Whipp is a member of the Responsible Investment Association