Leave a legacy

Planned gifts are of vital importance in maintaining our tradition of making a difference in communities across Ontario.

In fact, many planned gifts that were thoughtfully prepared by our donors in the past are funding the programs that are breaking down barriers today.

What is a planned gift?
The most common type of planned gift is a charitable bequest in a will, but more Canadians are realizing the benefits of giving through methods such as:

• gifts of publicly-traded stocks and mutual funds;
• life insurance policies;
• gift plus annuities;
• charitable remainder trusts;
• gifts of residual interest and real estate.

Why choose a planned gift?  

• It is a thoughtful and well-planned way to show your support;
• It can be tailored to your personal and financial circumstances;
• It is made from assets, not current income;
• It has tax advantages under current laws; and

Most planned gifts are held in trust and invested in one of our endowment funds.

We would be happy to discuss with you and your advisors the best way to ensure your gift fits your desires, financial objectives, family needs and tax situation.

Please be assured that any discussion is confidential and will not obligate you to make a gift.

Resources for Planned Giving:

• Choosing an Executor is discussed in the Autumn 2006 issue of Dime Planner ( 643kb), as well as the tax advantages of giving publicly traded securities and mutual funds.
• A comprehensive guide of duties and activities an Executor must look after is available in the Spring 2006 issue of Dime Planner (686kb ).
• Brightening the Lives of So Many ( 1,545 KB), is a complete, in-depth look at the different types of planned giving available, and the benefits of each.
  

Contact Us
Contact our Fund Development Department at 1-800-263-3463, or e-mail us at plannedgiving@marchofdimes.ca.