Planned gifts can take many different forms –a gift in your Will; a gift of Stocks or Securities; Life Insurance; or, Retirement Funds; – and make use of legal and tax strategies.
A Gift in Your Will
Making a gift in your will is simple and you still retain control of your assets. You can bequeath cash, securities, property or even a percentage of your estate.
As you consider leaving a gift in your will, you may want to begin by having a conversation with loved ones, and seek legal advice about creating or updating your will. We are here to help.
Learn more & get sample wording here
A Gift of Life Insurance
A gift of life insurance can be a powerful way to give. You can donate a new policy or transfer an existing one. You can choose to designate The Nature Trust of British Columbia as the owner and beneficiary or name us as the beneficiary of your policy and retain ownership. The charitable tax benefits differ depending on which option you choose so we encourage you to discuss with your financial advisor and to determine what is best for you.
For more information, contact Emma Liffen at info@naturetrust.bc.ca
A Gift of Securities
When you support The Nature Trust of British Columbia through a gift of securities, you eliminate the capital gains tax that you would have paid if you sold the securities and donated the proceeds and receive a tax receipt. Securities can include stocks, mutual funds, and employee stock options. It’s an efficient alternative to cash, provides a substantial tax incentive and gives you the chance to see your gift put to use today.
Your financial advisor can help you decide which investments will make the most impact to you. Once you have decided, complete the transfer form and instruct your broker to transfer the securities to The Nature Trust of British Columbia, and remember to let us know about your gift. The Nature Trust of BC will issue a charitable receipt based on the closing market value of the shares, on the day they are received in our account.
For more information, contact Emma Liffen at info@naturetrust.bc.ca
A Gift of Registered Assets (RRSPs/RRIFs)
You can name The Nature Trust of BC as the beneficiary of any RRSP or RRIF accounts that you have. Simply visit the institution holding these investments and ask them for a change of beneficiary form. You can then name The Nature Trust of BC as a beneficiary of all or a portion of the RRSP or RRIF. A charitable tax receipt will help to offset tax liability and this gift will not be subject to probate fees.
For more information, contact Emma Liffen at info@naturetrust.bc.ca