Why make a planned donation?
- To optimize your financial situation while also contributing to the well-being of the community;
- To leave a legacy, a “living trace,” and contribute to a cause you care about;
- A donation that is planned with care can be as beneficial to the donor as it is to the recipient organization.
Benefits for the organization
- Long-term financing that ensures continuity of care and services;
- Enables it to create an endowment fund, among other things.
Types of planned donation
There are as many as 15 different kinds of planned donations. The most common are:
- Inheritance or bequest;
- Life insurance donation;
- Donation of transferable securities, eligible securities or publicly traded securities;
- Property asset donation;
- Annuity donation;
- Charitable trust;
- Endowment fund.
How to make your planned donation
- Identify your goal in making a planned donation;
- Consult your financial planner, notary, accountant, tax specialist or other professional experienced in planned donations;
- Should you wish, inform the beneficiary organization and your loved ones of your decision.
For further information, please contact: