Exploring Legacy Giving
What is a Planned Gift?
A Planned Gift is any major gift, made in your lifetime or as part of your overall financial planning and/or estate planning.
Are there different types of Planned Gifts?
Here are some examples of Planned Gifts:
- appreciated securities or stock - GIFTS OF STOCK OR SECURITIES DONATION FORM
- real estate
- life insurance
- RRSPs, RIFs
Do I need a minimum amount to make a Planned Gift?
We accept gifts of any size, and are grateful to be a part of your plans.
Can I donate assets other than the examples above?
Yes! To find out more, contact us:
403-802-3400 or firstname.lastname@example.org