Legacy Planned Giving

A planned gift can be a gift now or in the future and offer substantial tax and estate planning benefits but it is one of the greatest opportunities you will ever have to provide special benefits for your family, friends and your favourite charities.

A donor can be any age; give any amount, use most any asset and achieve personal, financial and philanthropic goals through a bequest.

If you are interested in planned giving options, or if you would like information, please contact our planned giving officer at plannedgiving@care.ca or call us toll free telephone at 1.800.267.5232.There are several ways to make a planned gift:

Bequest
A will is a written instrument, a piece of paper telling the world how it must deal with your estate after you die. You, and only you, have the opportunity to determine how your estate will be divided and when.

Making a gift of cash or property by including a bequest to CARE in your will is one of the simplest planned giving giving options, whether you are writing a new will or revising an existing one.

Life Insurance
You can make a larger gift than you might have thought possible by naming CARE Canada as a beneficiary to an existing policy, or you can transfer ownership and receive a tax credit for the cash surrender value. You may also make a gift arrangement of a new policy to CARE as owner and beneficiary, after at least one premium payment in your own name. Thereafter, you receive a tax credit for the premiums you pay after the policy has been transferred.

Gift-in-Kind/Property or Securities
Gifts of property such as real estate, securities or stock can be donated to CARE. A donor can give a gift of publicly traded stock or securities and eliminate the capital gain tax. A securities form can be downloaded from the CARE website (37KB PDF).

For more information
We would be pleased to answer any questions you may have about arranging a planned gift for CARE Canada. In addition, we recommend that donors who are considering a planned gift review their situation with their lawyer, accountant, financial planner or other professional advisor.