Planned Giving

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Planned Giving:

Bequests

One of the simplest ways of making a planned gift is a charitable bequest left in a will to HelpAge Canada. Bequests create a stable, income-producing fund that facilitates our long-term commitment to older persons in need.
A carefully prepared will provides for the wellbeing of your family and loved ones. Your will can also be a convenient way to make a charitable gift to HelpAge Canada while minimizing taxes when your estate is distributed.
A bequest is revocable and can be changed if your financial circumstances change. Your commitment to HelpAge Canada can remain confidential. However, we would still like to know about your intention to leave a bequest to HelpAge Canada to ensure proper record keeping and to thank you privately.

Specific Bequest

When creating a specific bequest, HelpAge Canada would receive a specific sum of money or a stated percentage of your total assets. Specific assets are the most common type of bequest and the first to be paid after the settlement of estate debts.

Residual Bequest

HelpAge Canada would receive a portion of, or all, of the estate after the debts and other beneficiaries within your will have been provided for.

Gifts of Life Insurance

A gift of life insurance is a simple way of making a gift to HelpAge Canada.
You will be entitled to a charitable receipt which is issued for the annual premiums paid. If there are premiums left to be paid on the policy, you will receive a charitable receipt for the cash value of the policy, and for any premiums subsequently paid.
Donating a new life insurance policy is the easiest and most direct form of a life insurance gift and allows you to receive full tax receipts for the annual premiums you pay.

A planned gift of life insurance contributes significantly to programs and services for vulnerable older persons in Canada and around the world.