Legacy Giving is a form of charitable giving that allows you to make a gift to Caring Hearts in the future without substantially affecting your income today. There are various legacy giving options. For more information on how you can create lasting impact with your own gift, please contact our office at 306-523-2780 or by email at email@example.com.
Making a gift in will is an important decision and one that requires thoughtful conversation and careful planning. It allows you to support Caring Hearts' mission, while not touching the assets and funds that you need now.
Gifts of Securities are an easy and mutually beneficial way to give to Caring Hearts. To get started all you need to do is fill out the Securities Transfer Form available in the link below. Once you take it to your advisor we'll work with them directly and take care of you from there! Your advisor can provide detailed information like the CUSIP and FINS numbers required and can either mail, fax, or scan and email the form to Caring Hearts on your behalf.
All donated securites are sold upon receipt into our account and proceeds may be designated as you wish or towards our greatest areas of need.
Your charitable tax receipt is determined by the closing price on the day we receive the securities in our account. With the exception of proprietary funds and complex transfers, all transfers initiated within 30 days prior to the end of the calendar year shall be receipted in that same calendar year.
To learn more about how gifts of securities may benefit you, contact your advisor or email your inquiries directly to us at firstname.lastname@example.org. Your advisor may also direct any inquiries to our contact at RBC Dominion Securities: Paul Forer at email@example.com or 306-791-9230.
You can give a gift of life insurance by naming Caring Hearts as the beneficiary or as an owner and beneficiary of the policy. This type of gift allows people of modest means to make a gift of sizable proportions with only a small annual or monthly payment. In addition, there is a tax credit available for immediate tax relief.