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CHARITABLE GIVING USING LIFE INSURANCE
As her family all gathered to sit down at the Thanksgiving dinner table, Mable felt she had an extra-special reason to give
thanks this year. While her husband, Frank, placed the turkey on the table, she fought back tears as she saw her grandson,
Jackson, sneak an early bite of roast potato. Six months earlier, she wasn't sure Jackson would be sitting at the Thanksgiving
table this year, but thanks to her local children's hospital, he survived his health scare and was back to his happy — if a little
mischievous — self.
The more Mable thought about the great care the children's hospital gave Jackson, the more she wished she could give back
to them in some way. However, Mable never felt she was financially capable of doing so until she was pleasantly surprised
at a recent review meeting with her financial advisor. As part of their conversation, her advisor asked her if she had ever
considered gifting or had charitable intentions. After sharing the story of Jackson, and how she would love to be able to
give back to the hospital, her advisor explained that there
was a strategy that could allow her to meet her gift
intention without having a significant impact on her
retirement cash flow.
Her advisor recommended a planned gift using life
insurance. Her advisor informed her that a planned gift of
life insurance could be tax-effective and, at the same
time, could help balance her gifting wishes and the
financial needs of her and her family.
Life insurance should be a key part of your overall
financial strategy, along with your retirement accounts
and other investments. Make sure you’re properly
covered – for today and tomorrow.
This article was written by Edward Jones for use by your
local Edward Jones Financial Advisor.
Submitted by Scott Foster
STIRLING MUSICAL INSTRUMENT THE HEART OF HASTINGS
LENDING LIBRARY HOSPICE
"If you are into music, we are people you Thank you Madoc Foodland, Foodland
should know...!" Musical Instrument Lending Stirling and Madoc Home Hardware and our
Library (M.I.L.L.) in Stirling: serving Belleville, incredible community for supporting our
Quinte West, & other municipalities in Hearts Campaign over the last couple weeks!
Hastings & Northumberland Counties. We can’t thank you enough for your
continued support of our hospice services.
Record breaking numbers!!!!