A Planned Gift
A planned gift is a special gift that is arranged now and will provide funds to the organization some time in the future. There are many creative and tax efficient ways for you to make a gift for the future, and benefits in doing so.
Bequests – A simple provision in your will to leave some of your assets to CPAA. Having a will is essential to ensuring your loved ones are properly supported when you are gone. A will alos provides you the opportunity to ensure that the work of your favorite charities continues in the future. Consult your financial or legal advisor to determine the best way for you to remember the CPAA.
Securities – A gift of publicly-traded, appreciated securities to CPAA qualifies for special benefits based on 2006 changes to income tax regulations. Donations of these securities are now exempt from capital gains tax. This means that if you transferred gifts of marketable securities directly to CPAA, you would not pay tax on the capital gains.
Life Insurance Policy Donations – By making the CPAA a beneficiary of a life insurance policy, you are able to leave a very generous legacy for the future. This can be done by changing an existing policy, or purchasing a new one. You receive peace of mind on building a large gift for future generations with small premiums now. You also enjoy tax benefits during your lifetime, or your estate benefits after you pass away. You
Gifts of Retirement Funds – You can provide a valuable gift by donating the remaining funds in your Registered Retirement Savings Plan (RRSP) or Registered Retirement Income Fund (RRIF) to CPAA.
Gifts of Property – Real estate can be donated now, or left to CPAA in your will. Also, gifts of personal property such as jewelry, antiques and valuable collections are also generous donations. Usually an independent appraisal is required to determine the fair market value of the property and a tax receipt is issued based on the appraisal.
Endowment Funds – An endowment fund is a protected gift which provides a permanent source of income for the CPAA. Your contributions are held in trust by CPAA and you receive a tax receipt for the value of your contributions to the fund. The annual interest income earned from the endowment is used to fund CPAA programs and services.
For more information of planned giving opportunities, please contact Joanne Dorn, Director of Development at 403-219-3603 or via email.
Bequests – A simple provision in your will to leave some of your assets to CPAA. Having a will is essential to ensuring your loved ones are properly supported when you are gone. A will alos provides you the opportunity to ensure that the work of your favorite charities continues in the future. Consult your financial or legal advisor to determine the best way for you to remember the CPAA.
Securities – A gift of publicly-traded, appreciated securities to CPAA qualifies for special benefits based on 2006 changes to income tax regulations. Donations of these securities are now exempt from capital gains tax. This means that if you transferred gifts of marketable securities directly to CPAA, you would not pay tax on the capital gains.
Life Insurance Policy Donations – By making the CPAA a beneficiary of a life insurance policy, you are able to leave a very generous legacy for the future. This can be done by changing an existing policy, or purchasing a new one. You receive peace of mind on building a large gift for future generations with small premiums now. You also enjoy tax benefits during your lifetime, or your estate benefits after you pass away. You
Gifts of Retirement Funds – You can provide a valuable gift by donating the remaining funds in your Registered Retirement Savings Plan (RRSP) or Registered Retirement Income Fund (RRIF) to CPAA.
Gifts of Property – Real estate can be donated now, or left to CPAA in your will. Also, gifts of personal property such as jewelry, antiques and valuable collections are also generous donations. Usually an independent appraisal is required to determine the fair market value of the property and a tax receipt is issued based on the appraisal.
Endowment Funds – An endowment fund is a protected gift which provides a permanent source of income for the CPAA. Your contributions are held in trust by CPAA and you receive a tax receipt for the value of your contributions to the fund. The annual interest income earned from the endowment is used to fund CPAA programs and services.
For more information of planned giving opportunities, please contact Joanne Dorn, Director of Development at 403-219-3603 or via email.