Legacy Giving
Help create a just and sustainable future for generations to come
Consider arranging a legacy gift to the Canadian Centre for Policy Alternatives (CCPA)
A legacy gift is a gift you plan now that will benefit the CCPA in the future—the most common is a gift in your will. Legacy gifts are not just for the wealthy or the elderly. Legacy gifts are an incredible way to boost your capacity to support charities of choice because they allow you to potentially contribute more than at any other time in your life.
The two most popular legacy options are setting up a gift in your will (a bequest) and life insurance. Legacy gifts can be in any amount and can also take the form of real estate, appreciated securities, retirement plans, art, or trusts.
When arranging a gift to the CCPA in your will, the most important thing is to use our proper legal name and charitable registration number. Once you are ready to move ahead with updating your will, we would be happy to work with you around how you would like your legacy gift to benefit the CCPA.
Please let us know if you have already arranged a legacy gift or if you would like to learn more about this opportunity to maximize your support of the CCPA.
Katie Loftus, Development Officer (CCPA National Office) would be happy to answer your questions or assist you with your gift planning. She can be reached at 613-563-1341 ext. 318, toll-free at 1-844-563-1341, [email protected], or you can use the form at the bottom of this page to get in touch.
Leaving a gift in your will
This is the most simple and cost-effective legacy gift. To add the CCPA as a beneficiary in your will simply requires adding a clause about your intention. Sample wording is provided below.
You can designate a percentage of your residue (amount remaining after cash legacies, expenses and taxes have been paid). This is a great option as it can ebb and flow with the value of your estate and ensure that the intent of your gift remain intact. Or, you can designate a specific dollar amount, piece of property home, cottage, art or securities. A gift in your will is a great way to reduce estate taxes and you can change your mind at any time.
Thank you for your thoughtfulness in wanting to maximize your lifetime support by including the Canadian Centre for Policy Alternatives in your estate planning. When arranging a gift to the CCPA in your will, please consider the following sample wording.
This is not considered legal advice but will assist you when discussing your wishes with your lawyer.
Legal name: Canadian Centre for Policy Alternatives
Charitable registration number: 12414 6473 RR 0001
Gift acceptance policy:
The CCPA accepts either a percentage of the residue of the estate, a specific sum of money or property such as real estate, art, securities etc.
Gifts can be restricted, i.e. to only be used for certain activities, provided that such restrictions are in accord with the law and CCPA policies.
The CCPA accepts other types of gifts and would be happy to discuss these options at any time.
UNRESTRICTED BEQUEST
I give to the Canadian Centre for Policy Alternatives, charitable registration number 12414 6473 RR 0001, $______ (or name the property being gifted, i.e. a particular painting or security etc.) of my estate for use as the organization may deem appropriate.
I give to the Canadian Centre for Policy Alternatives, charitable registration number 12414 6473 RR 0001 _______% of the rest, residue, and remainder of my estate for use as the organization may deem appropriate.
I give to the Canadian Centre for Policy Alternatives, charitable registration number 12414 6473 RR 0001 all of the rest, residue, and remainder of my estate for use as the organization may deem appropriate.
RESTRICTED BEQUEST
I give to the Canadian Centre for Policy Alternatives $______ or % _______or all the residue of my estate to be used for the following if applicable at the time the gift is received: _________________ (insert province here).
Make a gift of life insurance
It is also possible to designate the CCPA as the owner or beneficiary of a new or existing life insurance policy. You are eligible for an annual tax receipt if you designate the CCPA as the owner of a policy and continue to pay premiums on the CCPA’s behalf. Or, if the policy is paid in full or you designate the CCPA as a beneficiary, a tax receipt will be issued to your estate.
We are grateful for unrestricted gifts that will support CCPA’s work across this great nation of ours, or you are welcome to restrict your gift at the provincial level to support our efforts in British Columbia, Saskatchewan, Manitoba, Ontario or Nova Scotia.
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