Legacy giving is one of the most meaningful acts a person can do, and one that can continue to change lives long after you've passed on. Like many other charities, Inclusion Saskatchewan is equipped to receive and help steward legacy gifts of all shapes and sizes. If you are interested in learning more about how to leave a legacy that will change the lives of persons with intellectual disabilities, consult the information below.
Leaving a Gift in your Will
One of the simplest ways to ensure your legacy supports individuals with intellectual disabilities is by writing a will and including Inclusion Saskatchewan as one of your beneficiaries. Your gift can be residual, a percentage of the remainder of your estate after all your other provisions have been made, or specific, a fixed amount or percentage of cash, securities or property.
For a sample Will and Inclusion Saskatchewan beneficiary language, read this document.
"I wanted to give back to an organization which has done so much for me.
Inclusion Saskatchewan has given me the opportunities I have today."
Tina Millar - Self Advocate & Legacy Donor
Naming Inclusion Saskatchewan as a beneficiary of a Life Insurance Policy or RRSP/RRIF can reduce the taxes owed by your estate. For an RRSP/RRIF, name Inclusion Saskatchewan as the beneficiary, and your estate will receive a tax receipt for the full value of the gift. With Life Insurance, if you make Inclusion Saskatchewan the owner and beneficiary of a new or existing policy, you will receive a donation receipt for the fair market value of the policy and for all future premiums paid.
Donating your Life Insurance or RRSP
Donating Stocks and Securities
Funding a charitable gift with appreciated securities (publicly listed stocks, mutual fund units, segregated funds) is often a better option for making a gift than writing a cheque, because the capital gain in a gift of qualifying securities is now completely exempt from taxation. If you make an in-kind donation of securities to Inclusion Saskatchewan, your taxable gains will be 100% eliminated and you will receive a charitable tax receipt for the full value of the gift. Please contact your broker to initiate a transfer of securities. In order for us to send you a tax receipt, please let us know of your intentions, by filling out this fillable PDF form.
Legacy Gift Statement of Intent Form
If you intend to leave a legacy gift and you wish to let us know about your gift, please take a moment to fill out the Statement of Intent form below or by downloading this fillable PDF form. By sharing this information, you help us to manage your gift in accordance with your wishes.
Note: While we are happy to support your gift planning in any way possible, the information on this website does not constitute legal or financial advice. We recommend that you seek independent professional advice from your lawyer or financial advisor when preparing or considering making a legacy gift. Any information you provide will remain strictly confidential. This form is revocable and non-binding.