A legacy gift is a planned future donation to a charity, given through a will or another form of designation. It is a decision that each person makes in his or her own financial planning process. Some make legacy gifts to ensure their memory lives on. For others, it’s a way to facilitate the tax implications that come with the transfer of one’s estate to surviving relatives. For others it’s a way to ensure that the causes they care about are able to continue doing their important work.
Making a legacy gift to Casey House Foundation is an inspiring and joyful way to build your lasting legacy of compassion for people living with HIV/AIDS. Every legacy gift, regardless of the amount, is important and cherished, and a way for you to ensure your values and dreams for the future of Casey House and those living with HIV/AIDS become a reality. Legacy giving is not just for the wealthy. Whatever your specific situation may be, we can help you find a legacy giving option that suits your circumstances.
Legacy giving options
There are several options for making your legacy gift, these include:
Wills and bequest information sheet
Gifts of life insurance information sheet
Gifts of securities or mutual funds information sheet
Marketable Securities Transfer Form 2018
Mutual funds transfer form
Gifts of retirement fund assets RRSPs & RRIFs information sheet
Take the time to consider your options carefully, and plan your gift in consultation with your family, lawyer, and/or your financial or tax advisor.
Friends InDeed Legacy Society
Making a legacy gift to Casey House makes you a member of the Friends InDeed Legacy Society, created to honour and recognize donors who have made a long term commitment to Casey House’s mission through their planned gifts, and to whom we are deeply grateful.
Friends InDeed member benefits:
– Name recognition, with permission, in Casey House’s annual reports and website
– Invitations to Casey House’s donor appreciation receptions and annual general meeting
– Updates on Casey House programs and activities
For your lawyer
If you are having a will drafted or are considering making changes to your current will, your lawyer can include a bequest to Casey House Foundation. Below are some useful language guides for making that happen and a will planning worksheet.
Suggested bequest language
Suggested language for designated gifts and named endowments
Will planning work sheet
We want to know about your planned giving
Informing us of your intention helps us to respect your planned gift, honour your legacy, plan for the future confidently and inspire others to follow your kind example. Your specific gift will remain strictly confidential.
For more information on how to build your legacy, contact Tracy at firstname.lastname@example.org.