top of page
planned giving long header-01.jpg

Planning Your Gift

Remembering LungNSPEI with a planned gift is a way of giving that is thoughtful, generous and supports the 1 in 5 people living with lung disease. By making a planned gift today you are part of a growing community that is ensuring our work will continue well into the future. Remember, you don’t need to be wealthy to make a big difference. 

 

Gifts in Wills and Estates

adult-children-hands-holding-paper-family-cutout.jpg

Making a gift in your will is simple and you still retain control of your assets. You can bequeath cash, securities, property or even a percentage of your estate. Your estate receives a charitable tax receipt that can decrease (or even eliminate) estate taxes. As you consider making a planned gift, you may wish to begin by having a conversation with your family and talk with your lawyer about creating or updating your will. 

medium-shot-happy-parents-with-kid.jpg

Gifts of Securities

By donating securities to LungNSPEI, you eliminate the capital gains tax that you would have paid if you sold the securities and donated the proceeds. Securities can include stocks, mutual funds, and employee stock options.

Gift of Life Insurance

father-holding-his-daughter-shoulders-laughing.jpg

A gift of life insurance can be a powerful legacy. You can donate a new policy or transfer an existing policy. You can choose to designate LungNSPEI as the owner and beneficiary, or name us as the beneficiary of your policy and retain ownership. As there are a variety of options when considering a gift of life insurance, there are also charitable tax benefits associated with each type. If you are considering a gift of life insurance, contact your insurance broker to have your questions answered.

happy-asian-family-summer-vacation-father-mother-son-daughter-holding-hands-running-down-s

Other types of planned gifts

There are other types of planned gifts. You can name LungNSPEI as the beneficiary of any RRSP, RRIF or TFSA accounts that you have. You can also gift properties, trusts, or annuities. This can include real estate, works of art, or jewellry.

bottom of page