Planned Giving
Make a Planned Gift
Everyone hopes for the opportunity to make a positive difference for the future, and planned giving can allow you to leave a legacy of a cleaner and healthier environment for your children and grandchildren.
You can consult with your financial planner or the Conservation Foundation directly about the best ways to make a difference in protecting your region's natural heritage for the future. Developing your estate plans with the Essex Region Conservation Foundation also enables us to incorporate your contribution into our long-term conservation strategy, which is key to helping us achieve the environmental protection and restoration priorities for the Essex Region.
How can I make a planned gift?
Planned gifts can be tailored to your personal and financial circumstances. More and more Canadians are realizing the benefits of giving through methods such as:
Charitable will bequests - a gift made through your will which can be either a pre-determined amount or a percentage of your estate. By carefully planning your bequest, you can eliminate all taxes payable upon your death. Your executor can claim bequests equal to 100 per cent of the income on your final two tax returns.
Gifts of life insurance policies - giving through life insurance policies is a creative way to make a significant donation. By simply naming the Essex Region Conservation Foundation as the owner and beneficiary of your policy, you will receive an immediate tax receipt for the residual value of the policy.
Planned gifts allow you to:
- Gain valuable credits on your final estate income tax return;
- Enjoy current tax savings and secure a lifetime income for yourself and/or your spouse;
- Provide a significant legacy with a small current contribution;
- Leave something truly meaningful for people to remember you by
If you wish to receive more information on the planned giving, please contact us at any time. We would be pleased to speak with you and your financial advisors to be sure your planned gift fits your wishes, financial objectives, family needs, tax situation and our funding objectives. We can answer any of your questions with complete confidentiality, and without any obligation on your part.
