How can I support my cause in a sustainable way that doesn't affect my lifestyle?

Think about planned giving!

Testamentary gift

After ensuring the well-being of your loved ones, this is one of the simplest and most accessible forms of giving.

Gift of a life insurance policy

Protecting the estate of your heirs, this form of gift allows you to take advantage of tax benefits now in order to make a significant gift upon your death.

Gift of Real Estate

You can give a real estate asset today and continue to use it until your death.

Gift of eligible securities (publicly traded or not)

One of the most tax-efficient ways to make a significant donation to a charity.

Annuity or Charitable Trust

A way to give while ensuring a guaranteed income for life or for a specific period.

The endowment fund

This type of gift allows for a recurring gift to be perpetuated. The fund can be named in honor or memory of someone as you wish.

Several forms of planned giving are available to you

In all cases, tax benefits apply. In most cases, the taxes payable by your heirs will be reduced. In other words, rather than paying more taxes, support a cause that is important to you!

The more planned and structured your gift is, the more effective it will be!

Planned your givin

For more information, contact a local legal or financial advisor

Ask your legal advisor to include a charitable donation in your will

If you live in Quebec, inform your lawyer or notary of your intentions so that he or she can make the necessary changes. Modify the message below to start the conversation.

Hello
I wish to write or amend my will to include a donation to the following charity through my estate:
Please contact me as soon as possible to schedule an appointment to discuss the best way to include this charity in my will.

Cordially,

Warning: This document is not a legal document. It does not replace a will, does not constitute an addendum to a will, and does not constitute a legal agreement with the notary or lawyer to whom it is transmitted. Its purpose is to start a conversation with a notary or lawyer regarding a testamentary gift. The CDC of Haut-Saint-Laurent is not associated with the legal advice given and is not responsible for it in any way.