May 13, 2008

Planned Giving - Leaving a Legacy

More ways to show you care...

Planned giving or leaving a legacy is simply planning to make a difference for a cause you believe in through a charitable gift. The gift will make an impact by ensuring the sustainability of Kerby Centre programs for future generations.

A planned gift can offer substantial tax incentives and other benefits:


• Income Tax savings via the charitable tax credit for the value of the gift



• Reduction or elimination of capital gains tax on contributions of appreciated property



• Retained income or property rights for the life of the donor or beneficiaries



• The probability of increased disposable income with specific arrangements



• Reduced estate settlement costs



• Complement your lifestyle goals



• Match your wish to leave a legacy for your chosen charity



• Effectively fulfill your estate plans and obligations to heirs

Planned giving options include cash, stocks, life insurance (cash value), charitable gift annuities, bequests in a will, charitable remainder trusts, and life insurance (proceeds).

For more information on planned giving please contact (403) 705-3217.

Forms to make donations: Planned Giving Form     

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