Legacy Gifts

A gift in your will

This is the most simple and cost-effective legacy gift. To add the CCPA as a beneficiary in your will simply requires adding a clause about your intention. Sample wording is provided below.

You can designate a percentage of your residue (amount remaining after cash legacies, expenses and taxes have been paid). This is a great option as it can ebb and flow with the value of your estate and ensure that the intent of your gift remain intact. Or, you can designate a specific dollar amount, piece of property home, cottage, art or securities. A gift in your will is a great way to reduce estate taxes and you can change your mind at any time.

Click here for some sample wording. This is not considered legal advice but will assist you when discussing these matters with your legal counsel.

A gift of life insurance

It is also possible to designate the CCPA as the owner or beneficiary of a new or existing life insurance policy. You are eligible for an annual tax receipt if you designate the CCPA as the owner of a policy and continue to pay premiums on the CCPA’s behalf. Or, if the policy is paid in full or you designate the CCPA as a beneficiary, a tax receipt will be issued to your estate.

We are grateful for unrestricted gifts that will support CCPA’s work across this great nation of ours, or you are welcome to restrict your gift at the provincial level to support our efforts in British Columbia, Saskatchewan, Manitoba, Ontario or Nova Scotia.

Get in touch

Please let us know if you have already arranged a legacy gift or if you would like to learn more about this opportunity to maximize your support of the CCPA.

Katie Loftus, Development Officer (National Office) would be happy to answer your questions or assist you with your gift planning. She can be reached at 613-563-1341 ext. 318 or katie@policyalternatives.ca

If you want to restrict your legacy gift to support CCPA’s work in the province of British Columbia, Leo Yu, Development Officer (BC Office), would welcome the chance to work with you. You can contact him at 604-801-5121 ext. 225 or leo@policyalternatives.ca.

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