Wills and Bequests:
-
Specific sum of money or % of estate value -
Residue of an estate
Property (both real and personal) -
Life tenancy (Stocks, bonds, mutual funds)
|
Outright Gifts:
Gifts of real property (land, jewelry etc.)
Gifts worth more than $1000 must have an independent certified appraisal |
Charitable Remainder Trusts:
The trusts can be funded with cash, securities or real estate |
Donor Advised Fund:
- Creating a charitable giving vehicle by going through a third party organization like the Winnipeg Foundation
|
Gifts of Life Insurance:
- Existing policy – naming The WHS as the Beneficiary.
- Re-assigning the policy to The WHS (receive charitable receipts for paid premium each year).
- Donating a new policy
- Naming The WHS as beneficiary of Employee Group Benefits Plan
- Naming The WHS as a joint beneficiary for a partial amount.
|
Charitable Gift Annuity:
- A portion of client contribution for an annuity is available to The WHS.
- An annuity is a way to ensure financial security for the client and family and still make a valuable gift to The WHS
|