A planned gift is a special gift for the future. It is arranged now, usually within an individual's estate or financial plan, and actualized at a later date.
You can make a planned gift through:
Bequest
A bequest is a gift stipulated in an individual's will, usually in the form of personal or real property.
Life Insurance
This gift can refer to any of three different types of life insurance policies: a new, irrevocable policy; an irrevocable paid-up policy; or an existing policy on which premiums are still owed. In all cases, the Canadian Breast Cancer Foundation must be named as owner and beneficiary. Premiums are paid either to the insurance company or to the Foundation and are tax deductible.
Gift Plus Annuity
The Gift Plus Annuity is a legal contract that enables the Canadian Breast Cancer Foundation to purchase a lifetime annuity on behalf of a donor. The balance of the contribution becomes the donor's gift to the Foundation.
Gifts of Residual Interest
A residual interest gift is an arrangement where a donor irrevocably gives real estate or personal property to the Canadian Breast Cancer Foundation while retaining the right to use the property for life or for a term of years.
Charitable Remainder Trust
A Charitable Remainder Trust is funded with income-producing assets (cash, securities, or real estate). The income is paid, for life, to the individual beneficiary or donor and the principal is donated to the Canadian Breast Cancer Foundation upon his or her death.
FOR FINANCIAL AND LEGAL ADVISORS
The Canadian Breast Cancer Foundation appreciates the allied professional community for the assistance it gives philanthropy in Canada, through the elucidation of charitable giving for their clients. In order to assist you in providing the most up-to-date information about our Foundation, we would be pleased to provide you with Foundation information pertinent to clients, including:
Suggested charitable bequest wording
Bequest and Planned Gift Confirmation Form(s)
Legal name of our organization
Charitable Registration Number
Contact Information
Disclaimer
The information provided is general in nature and not intended to be a substitute for professional legal or financial advice. The Canadian Breast Cancer Foundation - Ontario Region encourages all planned gift donors to seek independent legal and/or financial planning advice.
For more information on planned giving, please contact Leah Hoover, Direct Marketing Manager, 416-815-1313 or 1-866-373-6313, ext. 330.
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