How to Give


First, decide:

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  • Which charity (or charities) you would like to give to;
  • What type of gift you would like to give;
  • How much you would like to give.

Second, act:

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  • Speak to family members about your wishes;
  • Consult with professionals;
  • Update your Will and financial plan for gift options.

Finally, do:

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  • Include a gift to charity in your Estate plans;
  • Contact the charities to let them know of your gift so that
    they can demonstrate their appreciation in your lifetime.

Did you know?

You can name more than one charity to be recipients of your Legacy Gift.

Seek Professional Advice


It is highly recommended that every donor speak to one or more professional advisors before making a Legacy Gift. The professional advisors can determine what gift option is beneficial to your unique situation, and can also help with the technical aspects of making the gift.

Professional Advisors include:

  • Lawyer
  • Accountant
  • Financial Planner
  • Insurance Broker
  • Estate Planner
  • Stock Broker
  • Charities of Choice
  • Planned Giving / Legacy Giving Officer

Types of Giving Options


There are many giving options, and the one best suited to your needs can be determined with help from your professional advisors. Some of the most common gift options include:

Bequests
A charitable bequest is the distribution of assets from your estate to a charity through your Will. There are different kinds of bequests and each has specific language to be used. You must also have the accurate name of the charity you wish to give the gift to. You can designate a specific dollar amount, a specific item, or a residual portion (what is left over) of your estate after the other terms of your Will have been completed.

Securities
A donor may chose to transfer securities to a charity, or have the securities cashed out and the cash value donated to charity.

Life Insurance
You may identify a charitable organization as the beneficiary of an existing, or new, life insurance policy.

RRSPs or RRIFs
A donor may chose to include a charitable organization as beneficiary of their retirement plans.

Annuities
A donor will enter into a contract with a charity to make an annuity. A large contribution to the charity is given immediately (and invested) in exchange for a guaranteed lifetime income. Upon the death of the donor the charity would receive the remainder of the original contribution, and the estate would receive a charitable receipt for that amount.

Real Estate
A donor may choose to leave their primary or secondary residence, property, land or buildings to charity.

Did you know?

While there are many giving options, not every charity can, or will, accept every type of gift. It is best to contact the charity to discuss your gift.


Talk with your family and friends about your Will. It is highly recommended that every donor speak to one or more professional advisors before making a Legacy Gift. Contact the charity to let them know of your gift so that they can demonstrate their appreciation in your lifetime.
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