Planned Giving

If you want to leave your mark or pass on values that you hold dear without affecting your present financial situation, a planned gift can meet your expectations and allow you or your loved ones to enjoy interesting tax benefits.

There are several ways to make a planned gift:

  • Legacy Donation: a fixed amount, movable or immovable assets, a percentage of your inheritance, or a residuary bequest.
  • Stock Exchange Securities: a donation that results in significant tax benefits.
  • Life Insurance: an excellent way to make a substantial donation.
  • Other: Trust, RRSPs, RRIFs, movable or immovable assets, artwork, etc.
For more information or for any question, please contact us.

All information requests are confidential and without obligation on your behalf.

“I always wanted my entire estate to be devoted to causes and programs that I have care about. I found in the FGM the ideal organization to manage my funds according to my wishes and my philanthropic objectives. Through my fund, I also wish to perpetuate the memory of an exceptional, extraordinary woman, my mother, Margueriet (Margo) Duchastel de Montrouge-Bisaillon. Throughout her life, she fully participated in the life of Montreal. She was a person of unconditional support, love and generosity.” – Lynne Paule Bisaillon
“My practice as a professional investment advisor naturally attracted me to philanthropy. The FGM offered me with a financial framework that is credible and human. The transparency of its governance gave me great confidence. Uniting a strong management team with expert committees, the FGM has been very attentive to my long term charitable needs.” – François Desmarais