Some of the issues surrounding a legacy gift can be quite complex and confusing. Casey House Foundation has resources available to you as a helpful first step in answering some of the questions you may have about legacy giving. We recommend that you review and discuss this information and material with independent legal, financial and/or tax advisors.
Legacy Giving Options (all PDFs):
- Gifts of Life Insurance
- Gifts of RRSPs/RRIFs
- Gifts of Publicly Traded Securities or Mutual Funds
Do You Have a Will?
In Canada, if you die without a will you are considered to have died “intestate.” Simply put, this means that the provincial government, not you, decides how your assets will be divided. No matter what your family situation, intestacy does not take into consideration any intentions you may have for the distribution of your estate. For your peace of mind today – and your family’s peace of mind tomorrow – making or updating your will is an easy, inexpensive solution.
- Will Planning Worksheet – To help plan your wishes before you meet with your lawyer or financial and/or tax advisor.
For Your Lawyer
If you are about to have a will drafted for the first time or are considering making changes or updates to your current will, your lawyer can include a bequest to Casey House Foundation. Below are some useful language guides for making that happen.
Articles by Robert Coates (BSc, LLB, TEP) in Casey House Newsletters:
- Same sex couples, death and legal implications (September 2011)
- Testacy or Intestacy? That is the question (February 2012)
For more information on how you can build your legacy, please contact:
Casey House Foundation
Tracy Hatten at 416-962-4040 ext. 233 / firstname.lastname@example.org
This information and material is intended to provide general examples and is for illustration purposes only. Casey House Foundation does not give legal or financial advice. Casey House Foundation strongly recommends that donors review this information and material with independent legal, financial and/or tax advisors.