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Other Ways to Give

Gifts in a Will

What is Planned Giving?

Planned giving allows you to contribute to the causes and charities you care about through a planned and intentional strategy. It organizes the gifts you want to make so that your wishes can be realized in the future. Planned giving often offers tax advantages to the donor or their estate.

Planned giving options include:

  • An initial donation and annual pledge schedule
  • A bequest in a will
  • A gift of life insurance
  • A major gift-in-kind

 

Contact Executive Director, Anne Marie Peirce at ampeirce@brantcf.ca or 519-756-2499 today to discuss your planned giving ideas.

Creating a Bequest in a Will

Creating an endowment fund through your estate allows you to leave funds to causes you care about, and there are several options. A designated gift will provide your chosen charity or cause with a long-term, steady source of income to improve the lives of those they serve. With an unrestricted gift, you provide the Foundation with the flexibility to make granting decisions that address the changing needs in our communities, now and in the future.

Did you know that leaving a small percentage in your Will to charity could result in a major donation? This is the kind of contribution that could make a tremendous difference to the Brant Community Foundation and the charities we serve for the better!

Try Will Power’s legacy calculator and see for yourself.

Gifts of Life Insurance

There are three ways to give a gift of life insurance.

  1. Name the Brant Community Foundation as beneficiary of an existing policy. A charitable receipt will be issued to the estate.
  2. Purchase the policy for the Brant Community Foundation. A charitable receipt will be issued annually for the amount of the payments.
  3. Transfer the policy to the Brant Community Foundation. A charitable receipt will be issued in the amount of the surrender value of the policy.


However you make your planned gift, our Foundation will:

  • Provide strong leadership in managing the endowment. We work with an Investment Advisor to ensure responsible investing practices so that our funds can grow their impact over time.
  • Make grants according to your wishes. Our expertise helps to create a framework for a fund that ensures that grants will be made that respect your wishes today with flexibility that allows us to respond to future challenges.
  • Provide excellent service in setting up your fund. An experienced team assists you to set up a fund that meets your needs. Whether a specific charity, a field of interest or an unrestricted gift to address changing community needs, we are here to help create a fund that is meaningful to you.


Contact us today to start the conversation.