Estate / Planned Giving

Estate / Planned Giving

Plan To Make A Difference!

Estate gifts are a great way to make a lasting difference in the quality of life of the seniors who live at Grace Village.

  • Bequests: direct bequests from your Will
  • Life Insurance: naming Grace Village as the policy beneficiary
  • Securities:  donating publicly traded securities to Grace Village
  • Endowment Funds:  donating a fund that is invested and the interest used for a purpose specified by the donor
  • RRSPs and RRIFs: naming Grace Village as the plan beneficiary

Advantages / Benefits

Benefits can include one or more of the following, depending on the type of gift and each donor's specific circumstances:

  • Substantial tax benefits, either immediate or long term depending on the type of estate gift
  • Avoid probate fees and captial gains tax
  • Simple to set up through your Will, cannot be challenged by the Estate 
  • Set the Estate Gift up through your own trusted financial advisor, broker or notary, or a specialist from the Dr. W.J. Klinck Foundation can recommend an independent advisor for you.

How Does My Will Relate To Estate / Planned Giving?

The simplest and most commonly used method to plan an estate gift is through your Will.  Your Will ensures that your estate is distributed according to your specific wishes, including bequests to organizations like Grace Village that make a real ongoing difference in the lives of the seniors who helped build our community.

You can review your giving strategy and tax implications with your own financial advisor and update your Will with your notary.  You have a number of options on how to designate bequests to Grace Village - specific assets, defined portions of your estate, specific dollar amounts, trusts etc.  Choose which option best meets your needs!

Plan to give a gift with real impact - a living legacy to your generosity!

Request More Information About Estate / Planned Giving

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