Planned Giving

Bequest
A bequest is a gift stipulated in an individual’s will, usually in the form of personal or real property.

Securities
With the recent changes in tax laws, it is now attractive to gift publicly traded securities.  Under the 2006 federal budget, you can now give stocks, bonds, and mutual fund shares without paying the capital gains tax.  To find out more about how to make a gift of securities to Casey House or to download our Letter of Intent to Donate Securities Form, please click here.

Life Insurance
This gift can refer to any of three different types of life insurance policies:  a new policy, an irrevocable paid-up policy, or an existing policy on which premiums are still owed.  In all cases, Casey House Foundation must be named as the owner and beneficiary.  Premiums are paid either to the insurance company or to the Foundation and are tax deductible.

RRSPS and RRIFs
To donate the proceeds of your Registered Retirement Savings Plans (RRSPs) and Registered Retirement Income Fund (RRIFs) to a designated charity like Casey House Foundation, simply change the beneficiary information on the plan document and advise the institution holding your retirement account of the change.

Gift Plus Annuity
If you wish to make a contribution to Casey House while securing continuing income, then you may donate an amount to Casey House Foundation and continue to receive income in the form of an annuity.  You receive an immediate tax receipt in addition to ongoing annuity income throughout your lifetime.

Gifts of Residual Interest
A gift of residual interest is an arrangement where an item of value becomes the property of Casey House Foundation, but the donor retains the use of this property or asset for the remainder of their life.  The donor is entitled to a tax receipt for the present value of the property at the time the gift is made.