Thank you for considering a planned gift to Plan Institute!
The information below outlines the most common types of gifts you may choose to leave a lasting legacy through Plan Institue.
These gifts are planned in advance and take into account your specific circumstances and needs. Your legal or financial advisor will be able to discuss these options with you in full and suggest the best options for you and your family.
Through planned giving, you can provide a significant future donation without reducing your income today. You can also realize significant tax savings!
Gifts through your will (bequests)
When you are planning your will, you can direct a gift of money or a portion of your estate to Plan Institute.
RRSPs and RRIFS
You can make a gift by designating Plan Institute as the beneficiary of your RRSP or RRIF. The tax credits you generate with the charitable tax receipt will offset taxes payable on the RRSP or RRIF distribution.
A charitable gift annuity
You can make a charitable donation to us through a gift annuity and receive an immediate tax receipt, as well as guaranteed and nearly tax-free retirement income for life.
A gift of life insurance
Substantial gifts can be made by naming Plan Insitute as the owner and beneficiary of a new or existing life insurance policy. Charitable tax receipts will be issued for the premiums you pay if the policy is assigned to Plan Institute or the receipt will be issued to your estate if we are the beneficiary, but not the owner of the policy.
A gift of securities
In 2006, the capital gains tax on gifts of publicly listed securities, such as stocks, bonds or mutual funds, was eliminated. This means that the full amount of a donation receipt is available to offset tax on other income.
An endowment fund
You can also establish an endowment fund as your long-term personal legacy–a “gift that keeps on giving.” The principal remains invested and only the income, or a portion of the income, is used to support the work of Plan Institute.
Protect Your Gift
If you plan to make a gift, make sure that it reflects your wishes. Our full legal name must be used in your documents: Plan Institute Citizenship and Disability. Our Charitable Number is 367481-9.
Thank you for supporting our mission to improve the lives of people with disabilities and their families so that they can lead a good life now and in the future!
For more information, please contact us at 604.439.9566 or firstname.lastname@example.org