Legacy Giving

Your thoughtfulness and planning today will help vulnerable Calgarians in the future. 

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. 

Be sure to inform us of your legacy gift, as this will give us the opportunity to thank you and ensure your gift has the greatest impact.

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.

If you would like more information about legacy giving at The Alex, please contact Jennifer Bekker jbekker@thealex.ca or call 403 520 6279 or fill out the form below. 

Information for planning your Legacy Gift:

Legal Name: Alexandra Community Health Centre
Address: 2840 2 Ave SE T2A 7X9
Charitable Registration Number: 13282 4905 RR0001

Please talk to your family about your plans to include a gift to The Alex as part of your estate planning.   Please seek professional legal, estate planning and/or financial advice when making these decisions.

Bequest

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

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.

Securities

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. 

Alexandra Community Health Centre
Charitable# 13282 4905 RR0001

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The Alex

Administration
#101 2840 2 Ave SE
Calgary AB T2A 7X9
403-520-2260
info@thealex.ca
CRA# 13282 4905 RR0001

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