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Planned Giving
Planned giving is increasingly popular in Canada as a means of supporting a selected charity while providing you with tax and financial benefits and the comfort of knowing that your gift is making a difference.
Planned gifts include the donation of life insurance, the charitable annuity, the charitable trust and the gifting of securities or property. While helping to support the work of the Old Mission Brewery, planned gifts provide donorswith excellent benefits, which may include life income, future continued use of gift property, an avoidance of capital gains tax or an immediate income tax deduction. Some planned gifts, such as bequests, provide primarily gift and estate tax savings.
Common Misconceptions
Three common misconceptions about planned gifts are:
- Planned gifts are primarily bequests that the charity receives upon my death.
This is untrue. Most planned gifts such as a gift of property with unrestricted lifetime use or setting up a foundation are gifts that can be made now and you will observe the benefits that result for the Mission and our clients.
- Only wealthy people can give planned gifts.
This is also untrue. People of moderate means can make planned gifts that provide benefits to both the Mission and themselves.
- My heirs will be penalized if I make a planned gift.
In consultation with your tax advisor or notary, you can assure that both your heirs and the Mission will benefit from your planned giving.
It is important to consult with a tax advisor, notary or attorney in selecting a planned gift that works best for you and supports the goals that you have for your gift.
We encourage you to visit the website of LEAVE A LEGACY™ Quebec for further information and referrals to professionals that can assist you in making a planned gift.
Contact Us
You may also want to contact Corinne Cadou, Director of Events and Major Gifts at the Foundation for additional information.
Corinne Cadou
Director of Events and Major Gifts
Tél : 514 788 1884 ext 23
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