Plan your Legacy Giving

We all want to make a difference, to feel that we will be remembered

By leaving a gift in your will to CapitalCare Foundation, you will create a legacy of care and expertise that will resonate with people long into the future.

A bequest gift is a thoughtful way to make a lasting impact on an organization. This type of gift is easy to arrange and, with the help of your advisors, you can develop a plan that provides for your loved ones, maximizes tax and financial benefits and makes a difference in the lives of many individuals in our community.

A gift in your will does not have to be large to make a difference. Even a percentage of what is left after you have provided for family and friends can play a big part in the future of residents in care at CapitalCare centres.

Besides a bequest, there are several other ways you can donate to CapitalCare Foundation. These options include a gift of life insurance proceeds, appreciated publicly listed stocks from your investment portfolio, or a percentage of your RRSPs or RRIFs.

Choosing the type of gift that best works for you is part of the estate planning process and is often referred to as “planned giving.” Planned legacy gifts may be used to sustain current operations, fund important capital projects or they may be endowed to be held and invested by the Foundation to generate ongoing annual gift income.

To learn more about planning your gift, review the information sheets below. If you have any questions, please contact Sherry Schaefer, Director of Fundraising and Donor Relations by email at sherry.schaefer@capitalcare.net or by phone 780.448.2430.

Ways of Giving

Making a Bequest through your Will
A bequest to your charity of choice is often referred to as “the ultimate gift” because it is a gift of cash or property that you make through your will. One of the most common ways for individuals such as you to support CapitalCare Foundation is by making a bequest in your will.
Information sheet    Sample wording for your will

Gifts of Shares and Securities
If you own publicly traded securities or mutual funds that have increased in value, you may want to consider donating a portion or all of those assets directly to CapitalCare Foundation.
Information sheet

Life Insurance
A gift of life insurance to CapitalCare Foundation presents you with an opportunity to make a significant gift to benefit charitable works, while enjoying current and/or future tax savings.
Information sheet

RRSPs and RRIFs
A donation of RRSPs or RRIFs can be done through a bequest in your will or through a direct designation by naming CapitalCare Foundation as beneficiary in the plan documents.
Information sheet

 

Section Navigation