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Bequests
You can make a significant gift that might not have been otherwise affordable during your lifetime by naming Inclusion Canada a beneficiary in your Will. A bequest gift will also generate significant tax credits that will help offset the final taxes payable by your estate.
Life Insurance
By naming Inclusion Canada as the beneficiary on an existing life insurance policy, the policy proceeds will go directly to Inclusion Canada upon your passing, and your estate can use the resulting tax credits to offset up to 100% of taxable income owed.
Appreciated Securities
Funding a charitable gift with appreciated securities is often a better option for funding an outright gift than writing a cheque, because of reduced taxation on capital gains.
Ways To Give
Read more information about each way to give below the boxes.
Why I Joined the Heritage Society
Why I Donated Securities
Bequests – The Simplest Way to Give
Benefits:
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Allows you to make a large donation with no impact on lifetime income or assets.
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Bequests are revocable in case you change your mind.
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Not complicated and quick to add to your Will.
Please let us know if you have planned a legacy donation. This will allow us to acknowledge your generosity and keep you informed of our work.
To discuss making a bequest or starting a fund in your family’s name, please reach out to us at giving@inclusioncanada.ca
Please note the information provided does not constitute legal or professional advice and should not be substituted for appropriate professional counsel. We encourage you to seek qualified, legal, and financial advice before deciding on a course of action.