
Thank you for your interest in learning more about planned giving
Did you know that you have options when it comes to your charitable giving? When supporting your favorite charitable causes, many of us think of making a cash donation. But there are other options too – which, with a bit of planning and professional advice, can make a significant impact on our favorite causes. Why host a fundraiser?
Learn more below about your options – and remember, the information here is provided for general information purposes only. It is not intended as a substitute for professional advice and assistance from your lawyer, financial advisor, and/or tax consultant.
1. Gifts of Securities and Stocks
Gifts of securities are one of the most popular ways to make a difference in your community.
For more information on how to stretch your donation further, click here.
2. Gifts of Insurance
Gifts of insurance are another option, where your small premiums can mean a transformational gift to Alzheimer Calgary. To make a gift of life insurance, you can transfer ownership of a policy, create a new policy, or change the policy beneficiary to be Alzheimer Calgary. To learn more about Gifts of Insurance, the Canadian Association of Gift Planners (CAGP) Canada offers a free Guide for Donors (available here).
Reach out to your insurance provider today to learn more – and you can help ensure families can find the support they need when facing a dementia diagnosis.
3. Your Will & Legacy Gifts
Dementia diagnoses are increasing at alarming rates, and more families will need our help in the coming years. You can ensure Alzheimer Calgary is here to help, now and into the future.
By choosing to leave a gift in your will, you are making a powerful choice to ensure local families never have to face a diagnosis alone.
For more information, click here.
4. Learn More
For a quick overview of planned giving, our friends at Popowich Karmali Advisory Group prepared some general information.
You can read the article - Making Your Money Go Further: The Benefits of Planned Giving here.
Or you can watch the video here: Alzheimer Calgary Planned Giving Webinar with Faisal Karmali
Please Note: The information on this website is provided for general information purposes only. It is not intended as a substitute for professional advice and assistance from your lawyer, financial advisor, and/or tax consultant. We always recommend that you discuss your plans with your lawyer and/or financial advisor before proceeding with any gift.