How to leave a lasting legacy through planned giving
It has taken you a lifetime to build your family, home, and community on the values that make you who you are.
You should take as much care in deciding how to share your assets as you did in building them.
At Lakeridge Health Foundation, our charitable giving experts are available to help you find unique and personalized ways to impact future generations in your own community through estate planning, gifts of stock, life insurance and endowment funds.
To make a donation or learn how you can create a personal and meaningful legacy call Steve MacDonald at 905-576-8711 ext. 34176 or Adrienne Burns at 905-576-8711 ext. 32784 or visit our website at www.mylakeridgelegacy.com
Leaving a Legacy has never been so easy
From tax benefits to very personal giving options, planned giving can provide you with a number of meaningful ways to extend your legacy and make an impact on future generations.
What are Planned Gifts?Planned giving allows you to make a financial contribution that you may not be able to currently give.
There are many options when it comes to leaving a legacy including a gift in your Will, life insurance, stock, endowment fund, RSP, RIF, or Tax Free Savings Account (TFSA).Are there Tax Benefits?
There are valuable tax incentives to making a planned gift. They include eliminating or reducing capital gains from gifts of securities and tax credits to your estate when leaving a charitable gift in your Will. What about my Loved Ones?
A great feature of planned giving is that you can ensure your loved ones are taken care of and support charities that are meaningful to you at the same time.
