Gift planning

A Legacy for the Future

Have you ever thought of planning a gift today to be bestowed at a future date? You can do this through a will or life insurance policy, or in many other ways, while enjoying attractive tax benefits and having the satisfaction of supporting an organization dear to your heart: the Alzheimer Society.

A planned gift is:

A major donation of stocks or other assets, made immediately but taking effect at a future date. It is important to discuss this with a financial planner, lawyer, notary or your accountant.

Planned gifts provide tax advantages based on the type of donation selected:

• Bequests in wills
• Gifts of life insurance
• Gifts of stocks