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Leaving a Bequest to The Winnipeg Humane Society

 Ways to Leave a Legacy

 

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

 

                                                                                                                       

 

 


 

 
 
 
   

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