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Planned Giving

A planned gift is an opportunity to leave behind a legacy that can be arranged today through your estate planning or financial plan. Although not available to the Canadian Hemophilia Society until some time in the future, this form of charitable donation provides a source of financial security for research and the valuable programs and services that individuals and families with bleeding disorders count on.

If you would like to make a planned gift to the Canadian Hemophilia Society, we encourage you to speak with your accountant, financial advisor or legal advisor about how planned giving would be of benefit to you and to your estate.

You can invest in the Canadian Hemophilia Society in one of the following ways:

Bequests

One of the simplest and most accessible ways of making a planned gift is a charitable bequest or a gift left in a will to the Canadian Hemophilia Society. The bequest program is the most cost effective of all planned giving programs and forms the financial foundation to meet the future needs and success of the Society.

A carefully prepared will provides for the well-being of your family and loved ones. Your will can also be a convenient way to make a charitable gift to the Canadian Hemophilia Society, while minimizing taxes when your estate is distributed.

Types of Bequests:

Specific Bequest or Legacy: The Canadian Hemophilia Society would receive a specific sum of money, or a stated percentage of your total assets. Specific gifts are the most common type of bequest and the first to be paid after the settlement of estate debts.

Residual Bequest: The Canadian Hemophilia Society would receive a portion of, or all of the estate after the debts and other beneficiaries within your will have been provided for.

A bequest may be:

Unrestricted, allowing the Canadian Hemophilia Society to use the funds for general purposes or

Restricted, where you would specify what you want the Canadian Hemophilia Society to use the gift for.

For more information about wills and bequests, please contact the Canadian Hemophilia Society:

Toll-free: 1 800 668-2686
Callers from the Greater Montreal area:
514 848-0503, ext. 228
Fax: 514 848-9661

Charitable gift annuities

A charitable gift annuity is a planned gift in which both you and the Canadian Hemophilia Society receive benefit. You would irrevocably transfer money or securities to the Canadian Hemophilia Society and the Canadian Hemophilia Society would agree to pay you a fixed guaranteed income for the rest of your life/or your surviving beneficiary. You could receive tax free income for life as well as a tax receipt for a portion of the gift.

For more information, please contact the Canadian Hemophilia Society:

Toll-free: 1 800 668-2686
Callers from the Greater Montreal area: 514 848-0503, ext. 228
Fax: 514 848-9661

Gifts of life insurance

A gift of life insurance is an uncomplicated, easy to establish and easy to manage way of making a gift to the Canadian Hemophilia Society.

By naming the Society as beneficiary of an existing paid-up life insurance policy, you irrevocably transfer ownership of the paid-up life insurance to the Society. You will be entitled to a charitable receipt for the total cash value of the policy.

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, 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 research, programs and services for all Canadians who suffer from bleeding disorders.

For more information, please contact the Canadian Hemophilia Society:

Toll-free: 1 800 668-2686
Callers from the Greater Montreal area: 514 848-0503, ext. 228
Fax: 514 848-9661

Gifts of securities

Securities are a special form of property (capital property), and include stocks and bonds, mutual funds and royalties. Because they are portable, transferable, marketable and usually easy to value, they make excellent charitable gifts.

From a tax perspective, this is one of the most advantageous ways of making a charitable gift.

The Society will issue a tax receipt for the full market value of the gift at the time of the donation.

You increase your current after-tax cash flow, allowing you to contribute a significant gift to benefit more than 300,000 Canadians who live with bleeding disorders.

For more information, please contact the Canadian Hemophilia Society:

Toll-free:1 800 668-2686
Callers from the Greater Montreal area: 514 848-0503, ext. 228
Fax: 514 848-9661

Gifts of residual interest & charitable remainder trusts

A gift of residual interest is an arrangement under which you donate assets such as a home, a work of art or an investment property to the Canadian Hemophilia Society – and continue to enjoy the use of your home or the display of your art for the rest of your life. After appraisal of the asset, the value of the residual interest is determined and the Canadian Hemophilia Society issues a tax receipt for the value of the residual interest.

A charitable remainder trust is a form of a residual interest gift. You would transfer assets (a sum of money, securities, personal or real property) to a trustee who holds and manages it. If the assets are income producing, net income after payment of all expenses would be paid to you and/or other named beneficiary. If the trust is irrevocable, the donor is entitled to a gift receipt for the present value of the residual trust. When the trust terminates (either at the death of the beneficiary/ies or after a term of years), the trust remainder is distributed to the Canadian Hemophilia Society.

The Canadian Hemophilia Society depends on the generosity of Canadians to sustain our research, educational programs and support services. Gifts of residual interest and charitable remainder trusts are thoughtful ways of supporting the Society well into the future.

For more information, please contact the Canadian Hemophilia Society:

Toll-free: 1-800-668-2686
Callers from the Greater Montreal area: 514 848-0503, ext. 228
Fax: 514 848-9661