Legal Information

If you are preparing a Will and need legal information about the Alzheimer Society of Alberta and Northwest Territories, please refer to the following.

Legal Name: Alzheimer Society of Alberta and Northwest Territories

Charitable registration number: 12969-0343 RR0001

Address: #306, 10431 – 61 Avenue, Edmonton, Alberta T6H 2J3

Sample bequest language

Specific, unrestricted:

I give, devise and bequeath to the Alzheimer Society of Alberta and Northwest Territories the sum of $ to be used for any purpose(s) approved by the Board of Directors of the Alzheimer Society of Alberta and Northwest Territories.

Specific, restricted with Power to Vary clause:

I give, devise and bequeath to the Alzheimer Society of Alberta and Northwest Territories the sum of $ to be used for the following purpose(s). If the Alzheimer Society of Alberta and Northwest Territories is unable to apply all or part of these funds for the specific purpose(s) stated herein, the balance of this bequest not so extended may be used for any purpose approved by the Board of Directors of the Alzheimer Society of Alberta and Northwest Territories, and in its sole discretion, conform as closely as possible to the spirit and general intent of this bequest.

General % unrestricted:

I give, devise and bequeath to the Alzheimer Society of Alberta and Northwest Territories % of the residue of my estate to be used for any purpose(s) approved by the Board of Directors of the Alzheimer Society of Alberta and Northwest Territories.

General %, restricted with an escape clause:

I give, devise and bequeath to the Alzheimer Society of Alberta and Northwest Territories, % of my estate to be used for the following purpose(s). If the Alzheimer Society of Alberta and Northwest Territories is unable to apply all or part of these funds for the specific purpose(s) stated herein, the balance of this bequest not so extended may be used for any purpose(s) approved by the Board of Directors of the Alzheimer Society of Alberta and Northwest Territories. See Power to Vary Clause above.

Residual contingent trust:

Upon the death of the survivor of my (wife, husband, daughter, son etc.) here named,

I direct my trustee to transfer and deliver the balance of the residue of my Estate, including any undistributed income to the Alzheimer Society of Alberta and Northwest Territories to be used for any purpose(s) approved by the Board of Directors of the Alzheimer Society of Alberta and Northwest Territories. See Power to Vary clause above.

Charitable Clause with instructions to Trustee/Executor re: capital gains elimination:

I give, devise and bequeath an undetermined amount of my estate to be divided equally to the list of charities that I supported in my lifetime. See Letter of Direction attached for the list. Putting this in the Will may cause issues or be problematic, although I have seen this done, and I have a donor that has done the same thing. It is fine so long as there is a Letter of Direction, available and is not lost, kept with the Will. The benefit of doing it this way allows them to change the letter rather than the Will. Just a word of caution but I guess they can get advice from a lawyer on how to best incorporate this. These charities shall receive assets such as publicly-traded securities and mutual funds in order to reduce the capital gains owing against my estate. I further instruct my Trustee to calculate the amount of such donations to negate any capital gains owing within the rules and regulations determined by the Canada Revenue Agency.