Planned Giving is one way to leave your legacy; either through a gift made during one's lifetime or upon death as a part of your overall financial and estate plan. There are many options to consider when making a planned gift and it is important to choose one that works for you. There are a number of ways to donate, include through a bequest in your will, donation of securities, gifts of life insurance policies, or gifts of RRSP/RRIF funds.

Please speak with your financial advisor to discuss how you can make a planned gift that complements your estate plan and your lawyer and tax advisor with respect to implementing your planned gift. The below information is a tool to help you speak with your professional advisors and family.

Share your intentions with us. By letting us know of your intent to make a gift, we can help to ensure that it is directed to a project that is meaningful to you and share available recognition opportunities. Contact Wendy Jacobs at 1-844-924-9113 or wendy@saveachildsheart.ca.

Our team at Save a Child’s Heart is available to answer questions, but we cannot offer legal, accounting or financial advice. We respect your wishes to make a gift and your privacy while doing so. Click here to read our privacy policies.

Naming Save a Child's Heart in your Will makes clear your intent to continue your support for the future. You can leave cash, securities, property, or a percentage of your estate.

A gift in your Will allows you to use your assets now and make a larger gift in the future. It also offers your estate the benefit of a charitable tax receipt to help minimize or eliminate taxes.

Some examples of gifts you can provide in your will:
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Specific Bequest/Legacy Gift: Leaving a designated dollar amount, securities, or piece of property to Save a Child's Heart.

Residual Bequest: Leaving all or a percentage of the remainder of your estate (after all taxes, debts and bequests have been paid) to Save a Child's Heart.
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Legal Name for your bequest:
Save a Child's Heart Foundation. Charitable # 88203 2725 RR0001

Donate an existing paid-up Life Insurance Policy by naming Save a Child's Heart as the beneficiary of your policy, and you can receive a tax receipt for the proceeds of the policy OR purchase a new policy and name Save a Child's Heart as the owner and beneficiary and receive annual tax receipts for your regular premium payments.

Naming Save a Child's Heart as a beneficiary of your life insurance policy can be done with your insurance advisor/broker or in your Will.
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The benefits of donating a Life Insurance Policy include current tax savings at the time of the policy donation and the ability to make a large donation to Save a Child's Heart at the maturity of the policy or upon one's death.

In general, the remaining value of your RRSP/RRIF is included in your taxable income in the year of one's death (unless transferred to you spouse or certain dependents). By naming Save a Child's Heart as the beneficiary on your RRSP/RRIF, your estate will donate the value of the registered plan and will receive a tax credit to offset your income.

Naming Save a Child's Heart as a beneficiary of your RRSP/RRIF can be done with your financial advisor or in your Will.

Establishing a Charitable Remainder Trust allows you to make a gift to Save a Child's Heart during your lifetime by transferring property to a trust, while still being able to retain the income from the property held during your lifetime. One would irrevocably transfer property or cash to a trust, which would be eligible to receive a donation receipt immediately upon the transfer of property to the trust. Upon one's death, the property in the trust is transferred to Save a Child's Heart and your legacy continues.

A Charitable Remainder Trust can also be set up under your Will. For example, you could set up a trust to provide for a loved one while he or she is alive, and upon his or her death, the remaining property in the trust is transferred to Save a Child's Heart.