Create a lasting legacy

A gift in your will is an amazing way to leave your legacy with the Alzheimer Society of B.C. It is an investment into the future that ensures our services will be available for years to come.

 

There are different ways to set aside a portion of your assets to benefit both you and the Society. Each method can be individually designed to meet your financial and personal needs. Some methods provide a tax receipt immediately, while others provide future benefits to your estate.

 

Your legacy can take many forms:

 

Bequests: Make a gift to the Society through your will.

Life insurance: Use an unneeded policy or create a new policy to make a donation.

Charitable gift annuities: A charitable gift annuity allows you to make a gift today while guaranteeing you a fixed income for life.

Publicly traded securities: Donate appreciated stocks, bonds, mutual funds or stock options and take advantage of the greatest tax benefits.

Registered investments: You can easily designate all or some of these funds by signing a pre-printed form at your financial institution.

Endowments: An endowment can create a lasting legacy to continue your tradition of annual gifts to the Society.

Charitable remainder trusts and gifts of residual interest: You can receive immediate tax savings and continue to receive income from a trust or the use of property, such as real estate, for the rest of your life

Consider gifting your assets as part of your estate plan. On behalf of the Alzheimer Society of B.C., Financial Advisor Aidan Reid explains the advantages of gifting your here.


    Last Updated: 07/16/2020