Whether giving to charity is a new idea or you have been supporting causes for many years, now is always a good time to start thinking about your legacy.
What Your Legacy Giving May Look Like
Honoring a Loved One
Commemorate a Milestone
Sharing a Windfall
Celebrating a Milestone
Remembering a Life
Leaving a Personal Legacy
Including Charity in your Estate Plan
Include Giving in Your Estate Planning
What does yours look like?
1. Bequest (Gift in Your Will)
Simple and flexible.
Can be a fixed amount, a percentage, or a residual gift.
May reduce estate taxes.
2. Life Insurance
Name the foundation as owner or beneficiary.
Receive immediate or deferred tax benefits.
Make a large impact with a relatively small investment.
3. Publicly Traded Securities
Donate appreciated stocks or mutual funds.
Avoid capital gains taxes.
Immediate tax receipt for fair market value.
4. Registered Investments (RRSPs/RRIFs or TFSAs)
Name the foundation as a direct beneficiary.
Bypass probate.
Receive a charitable tax credit on final return.
5. Charitable Remainder Trust
Retain income during your lifetime.
Remainder goes to the foundation upon death.
Receive partial tax benefits now.
Imagine your impact in our community with a donation of $50,000...
A $50,000 donation doesn’t just make a one-time impact—it grows and gives back to the community for generations. In the first year, a fund could grant $1,531. By year 5, that impact grows to $7,836. After 10 years, it could be $16,137. In 25 years, $44,114. And by year 50, a fund could grant over $100,000—more than double the original donation. This is the power of endowment: your generosity today creates a legacy of support for tomorrow.
We’re here to help you explore your giving options and design a legacy that reflects your values. Contact us today for a confidential conversation, no obligation.
