Planned Giving

Please consider a gift through estate planning

After providing for your family and loved ones, please consider including The Jubilee Fund Inc. in your will. A gift from your estate can help create a lasting legacy and ensure the future well-being of your community. Bequests can reduce your tax payable in the final year of your life, in addition to the tax payable by your estate.

Research has shown that more than 80% of Canadians contribute to charitable organizations throughout their lifetimes. However, only 7% continue this support through a gift in their will or estate plan. By making a charitable gift as part of an overall estate plan, individuals can continue to help make an important difference in their community.

Even people who don't consider themselves wealthy often have the resources to make a charitable request. Gifts large and small are important. Charitable giving is not only for the wealthy! If every adult in Canada included in their will a bequest of just $100, think of how much money would flow to charitable causes every year.

To begin, it is important that you have an up-to-date will. There are many options available to people interested in making a planned gift. It is always recommended that you review the terms of your will with a professional trained in handling trusts and estates.

Some of the options available to you in making a bequest include:

  • General Bequests are bequests made to a charity by designating a specific dollar amount, a particular asset or a fixed percentage of your estate to the charity of your choice.
  • Residuary Bequests are made when you intend to leave the residue portion of your assets after other terms of the will have been satisfied.
  • Contingency Bequests means that you leave a portion of your estate to a particular charity if your named beneficiary does not survive you.

For more information, please contact Jill at 204-975-2650 or rowejill@shaw.ca

Your investment choices make more than a statement - they make a difference to people's working conditions, local economies, the environment and to your community.