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Legal Information

If you are preparing a Will and need legal information about the Alzheimer Society of Peterborough, Kawartha Lakes, Northumberland & Haliburton, please refer to the following.

Legal Name: Alzheimer Society of Peterborough, Kawartha Lakes, Northumberland & Haliburton

Charitable registration number: 129397980RR0001

Address:  183 Simcoe Street, Peterborough, ON, K9H 2H6

Sample bequest language

Specific, unrestricted:

I give, devise and bequeath to the Alzheimer Society of Peterborough, Kawartha Lakes, Northumberland & Haliburton the sum of $ to be used for any purpose(s) approved by the Board of Directors of the Alzheimer Society of Peterborough, Kawartha Lakes, Northumberland & Haliburton.

Specific, restricted with escape clause:

I give, devise and bequeath to the Alzheimer Society of Peterborough, Kawartha Lakes, Northumberland & Haliburton the sum of $ to be used for the following purpose(s) . If the Alzheimer Society of Peterborough, Kawartha Lakes, Northumberland & Haliburton is unable to apply all or part of these funds for the specific purpose(s) stated herein, the balance of this bequest not so extended may be used for any purpose approved by the Board of Directors of the Alzheimer Society of Peterborough, Kawartha Lakes, Northumberland & Haliburton.

General % unrestricted:

I give, devise and bequeath to the Alzheimer Society of Peterborough, Kawartha Lakes, Northumberland & Haliburton % of the residue of my estate to be used for any purpose(s) approved by the Board of Directors of the Alzheimer Society of Peterborough, Kawartha Lakes, Northumberland & Haliburton.

General %, restricted with escape clause:

I give, devise and bequeath to the Alzheimer Society of Peterborough, Kawartha Lakes, Northumberland & Haliburton, % of my estate to be used for the following purpose(s) . If the Alzheimer Society of Peterborough, Kawartha Lakes, Northumberland & Haliburton is unable to apply all or part of these funds for the specific purpose(s) stated herein, the balance of this bequest not so extended may be used for

any purpose(s) approved by the Board of Directors of the Alzheimer Society of Peterborough, Kawartha Lakes, Northumberland & Haliburton.

Residual contingent trust:

Upon the death of the survivor of my (wife, husband, daughter, son etc.) here named, ,

I direct my trustee to transfer and deliver the balance of the residue of my Estate, including any undistributed income to the Alzheimer Society of Peterborough, Kawartha Lakes, Northumberland & Haliburtonto be used for any purpose(s) approved by the Board of Directors of the Alzheimer Society of Peterborough, Kawartha Lakes, Northumberland & Haliburton.

Charitable Clause with instructions to Trustee/Executor re: capital gains elimination:

I give, devise and bequeath an undetermined amount of my estate to be divided equally to the list of charities that I supported in my lifetime. See Letter of Direction attached for list. These charities shall receive assets such as publicly traded securities and mutual funds in order to reduce the capital gains owing against my estate. I further instruct my Trustee to calculate the amount of such donations to negate any capital gains owing within the rules and regulations determined by the Canada Revenue Agency.


Last Updated: 07/05/17
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