Leave a Legacy
Your planning today helps us in the future.
Legacy gifts are a generous and powerful way to help The Alex change lives for years to come. Every gift, no matter the size, will make a difference. Please consider leaving a legacy gift.
There are many ways you can leave a gift to The Alex: a bequest in your will, the gift of Life Insurance, the gift of Securities or the gift of RRSPs/RRIFs. The tax receipt from your gift can lower or eliminate estate taxes and by remembering The Alex in your will you may be able to leave a larger gift, while still retaining control of your assets.
Please fill out the form below to receive more information.
A gift in your will is also known as a bequest and is one of the easiest ways to make a significant gift to The Alex. A bequest can be for a specific amount of money or can be a portion of the residual amount of your estate once all other debts, taxes and specific gifts are paid out. A bequest results in a tax receipt, which can be used to offset taxes on the final tax return or in some cases on taxable income in the year prior.
Life insurance is an affordable way to make a significant gift to The Alex. Life insurance has no impact on your estate, as the benefit is paid by the insurance company. Donors can designate The Alex as the beneficiary on new insurance or existing policies. The donor may also have the option to receive the tax benefits during their lifetime or transfer them to their estate.
The gift of securities can be a tax effective way to help The Alex. By gifting publicly-traded securities that have increased in value directly to The Alex, you can eliminate the capital gains tax you would have to pay if you sold the securities and then donated the proceeds. You will also receive a charitable tax receipt for your donation.
The gift of securities can be made now or can be part of your estate planning. Please consult your financial advisor to determine if this type of gift can make the financial and philanthropic impact you desire.
RRSPs or RRIFs
By naming The Alex as the beneficiary of you RRSP or RRIFs, you have the opportunity to make a legacy gift that is easy and impactful. The donor retains the full use of the funds during their lifetime and their estate receives a tax receipt for the value of the plan. These funds are not subject to probate so the charitable gift is paid out quickly.
“Without the Alex’s support, love, friendship, and services I would never have been able to be truly me. They gave me the tools and support to grow.”
The Alex Community Member
Happening at The Alex
The Big Social is a fundraiser where Canadians cook, create, and connect during the month of October to help fight poverty and food insecurity.
We can’t wait to run together in 2021, whatever that means for you. Register for in-person Sept 19 or run virtually Sept 1-30 all while supporting The Alex!
All donations made through Shaw Birdies for Kids presented by AltaLink will be matched up to 50% making your donation go even further!