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Planned Giving
Leave a Legacy Built On your Values
Leave a gift that reflects who you are and provides a permanent foundation for Albertans living with disabilities.
Creating a legacy through a charitable gift is something that anyone can do. With some planning and advice from your financial advisor, it is possible to achieve your financial and philanthropic goals and leverage a small gift today into a meaningful, lasting legacy.
| If You Want To… | Then Consider… | Why it Works For You |
| Give without affecting your current lifestyle | A Bequest in your Will | You keep your assets today and make a major impact later. |
| Reduce taxes on your estate for your heirs | Gifting Registered Assets (RRSP/RRIF) | These are often the most heavily taxed assets; giving them to charity avoids that tax entirely. |
| Eliminate capital gains tax today | Publicly Traded Securities | Donating stocks directly is more tax-efficient than selling them and donating the cash. Download Our Gift of Securities Form |
| Turn a small monthly payment into a huge gift | Life Insurance | You can name us as a beneficiary of an existing policy or start a new one for a modest premium. |
