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
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
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
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
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
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