Brightening the Lives of So Many

There are many different ways to make a planned gift.  

What is the most common type of planned gift?

The most common type of planned gift is a charitable bequest in a person’s Will.  However, more and more Canadians are realizing the benefits of giving through:

• Life insurance policies;
• Gift plus annuities;
• Charitable remainder trusts;
• Gifts of residual interest; and
• Real estate. 

What are some of the benefits of making a planned gift?

• It has tax advantages under current laws.
• It can be tailored to your personal and financial circumstances.
• It is made from assets, not current income.
• It is easy to arrange.
• It is a generous investment in the lives of people who face the life-long daily challenges of living with a disability. 

Our information is intended to provide an overview of the various types of planned gifts and their benefits.

If you would like, we can talk with you and your advisors to ensure your planned gift fits your desires, financial objectives, family needs, tax situation and our funding objectives.  We’d be happy to answer any of your questions about our programs and many services.  Please be assured that any discussion is confidential and will not obligate you to make a gift. 

Why Give to Ontario March of Dimes?

• Dignity and Independence
• Will Bequest – save estate tax and increase inheritances to your loved ones
• Gift of Life Insurance – make small contributions now to give a large gift later
• Gift-Plus Annuities – a way to increase your income and save taxes
• Charitable Remainder Trust – give an asset and still receive the income it now provides
• Registered Assets – RRSPs & RRIFs – saves estate tax and supports a worthy cause
• A Residual Interest Gift – deed a gift now, without any changes in your living arrangements, and reduce taxes 
• A Gift of Real Estate - a way to reduce your tax and  simplify your estate
• The Legacy Circle - Ability and Beyond – thanking you through our planned giving recognition society

For further information on making a gift please call our office toll – free at 1-800-263-3463 or e-mail us at plannedgiving@marchofdimes.ca.