Planned Giving Introduction

Planned giving, often called gift planning is a thoughtful and tax effective approach to giving. It can be as straightforward as simply making provision for the future for a cause or charity that you love through a bequest gift in your will. Some planned gifts provide a life-long income to you as the donor, others use estate and tax planning techniques to provide for your charity and other heirs in ways that maximize the gift and/or minimize its impact on your estate.

Planned giving is a powerful and effective way to support the charity or cause that you love, such as the Alzheimer Society. It can enable you to make a gift from your assets or property that will be much greater than a gift from income and establish a lasting legacy. Bequests are the most common type of planned gift made in a will.

RRSPs or RRIFs Making a gift of your retirement plan accumulations - RRSPs (registered retirement savings plans) or RRIFs (registered retirement income funds) can help to offset the taxes on your estate and protect its value for your heirs. Learn more.

Gifts of Life Insurance Use an unneeded policy or create a new policy to make a donation. Learn more.

Charitable Gift Annuities Offers you a way to increase your income, reduce your taxes and make a substantial gift. Learn more.

Securities Donate appreciated stocks, bonds, mutual funds, flow through shares or stock options and take advantage of the best tax benefits. Learn more.  

Charitable Remainder Trust A life income gift that enables you to give today (with immediate tax savings) while retaining use of the asset. Learn more.

Endowments A charitable investment fund, where a donation is permanently invested and the income supports work of the Alzheimer Society. Learn more.