What is a planned gift?
A planned gift implies long-term thinking. It can be a bequest made through your will, an annuity, a trust, or as part of your life insurance planning. A legacy gift is a statement of how you wish to be remembered. Including the education of children as part of your legacy is a wonderful way to do so.
Also known as legacy gifts, they provide future support for areas of UCC most important to you, and often result in a larger gift than you thought possible.
- Lifetime income for you or another beneficiary
- Immediate tax relief
- Turn low-yielding assets into a higher income stream
- Reduce estate taxes
- Meaningful legacy to UCC
- Grants membership to Henry Scadding Society, which honours all planned gifts
We can help
Significant gifts, such as a bequest of life insurance, can meaningfully transform UCC’s future. But they require considerable planning. Family is involved. Advisers should be consulted. Timing and tax considerations are crucial. We can work with you, your family and advisers on a confidential basis to ensure your legacy.
Contact senior development officer Jennifer Singer at 416-488-1125, ext. 2234, 1-800-822-5361 or firstname.lastname@example.org.