Planned Giving Resource Centre

There are many options for a planned charitable gift – and each one will allow you to leave a legacy to benefit children for many years to come.

Feel free to browse and download the helpful articles, guides, Frequently Asked Questions and fact sheets provided here to select the right choice for your family, your unique financial situation and your philanthropic goals.

We strongly recommend you consult your own lawyer or other professional advisor about the applicability to your situation.


Estate Planning Guide

Includes

Step-by-step guide for creating a Will Sample Will bequest language Relevant articles
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Life Insurance

Includes

Benefits of donating life insurance Full explanation of how donating life insurance works Gift notification form
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Donating RRIFs & RRSP

Includes:

Benefits of donating retirement funds Full explanation of how donating RRIFs & RRSPs work Gift notification form
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Charitable Gift Annuities

Includes:

Benefits of charitable gift annuities Full explanation of how a charitable gift annuity works Gift notification form
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Charitable Remainder Trusts

Includes:

Benefits of creating a charitable remainder trust Full explanation of how remainder trusts work Gift notification form
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Donate Stocks & Shares

Includes:

Benefits of donating stocks, shares & securities Full explanation of how donating stocks & shares works Gift notification form
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Do you have other questions?

Contact Cheryl Weldon at:

1-800-387-1221 or
416-757-1220 ext 227
[email protected]