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Planned Giving Leave a Gift for the Future Even if you cannot give as much support during your lifetime as you would like, you can leave a valuable conservation legacy in your will. Bequests: Any gift can be left in a will, including money, securities, real estate or personal property. You can specify a dollar amount or proportion of an estate, or of the residue (the assets left after your heirs have been provided for and expenses paid). Donation receipts are issued to the estate for the value of the gift.
Gifts of Life Insurance: Naming the Conservancy as a beneficiary of a new or existing policy is an excellent way to donate. Your estate will receive tax credits for the donation, which may amount to many times the amount paid in premiums. You could also donate an older policy that is no longer needed. Charitable Remainder Trusts: Assets that you wish to leave to the Conservancy are transferred to a Trust, which allows you to receive a donation tax credit now, without losing the income from your assets during your life time. There are also other options for planned giving, such as charitable gift annuities, gifts of RRSPs and life estates. We encourage you to consult with your legal and financial advisors to discuss what is best for you. We cannot act as your advisor or offer professional advice but we would be pleased to work with your independent advisors to help you in making your decision.
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