Bequests & Planned Gifts
Have you ever wanted to do something extraordinary – to be a Super Hero?
Planned giving is a powerful and effective way to support the Alzheimer Society Foundation; it is a charitable donation which can be arranged during your lifetime, but is not available to the Alzheimer Society Foundation until sometime in the future. Along with a gift in your Will through a bequest, there are other planning options that will also offer you financial benefits while allowing you to achieve your philanthropic goals and ultimately make a significant impact to a person living with dementia.
There are a variety of ways to give a gift, they include:
- Publicly Traded Securities – (pdf, pdf)
- Registered Assets (pdf)
- Life Insurance (pdf, pdf)
- Annuities (pdf, pdf)
- Charitable Remainder Trust (pdf)
We can have a conversation with you and your advisors to determine if this type of giving fits your desires, financial objectives, family needs, tax situation and our funding objectives. All discussions are confidential and will not obligate you to make a gift. When drafting your will, you may use Alzheimer Society Foundation of Brant, Haldimand Norfolk, Hamilton Halton as our legal name and our charitable registration number is 894537984 RR0001; you may designate your gift to support services in Brant, Haldimand Norfolk or Hamilton Halton. Perhaps, you have remembered the Alzheimer Society Foundation in your will already. If you have, the Alzheimer Society Foundation would welcome knowing about your plans; please complete this letter of intent and forward to our office so that we may thank you.
Why you should seek Professional Advice
For more information:
Brantford: Sue Arsenault 519-759-7692 firstname.lastname@example.org
Haldimand Norfolk: Alison MacKenzie 519-428-7771 email@example.com
Hamilton: Dawn Vince 905-529-7030 firstname.lastname@example.org
Halton: Catherine Pegg 289-837-2310 email@example.com
Charitable Registration # 894537984RR0001