Leave a legacy

Leave a powerful legacy

A gift in your will can make you a superhero to future generations affected by dementia. Request our free Will Planner and Guide to help you get started. 

ENDOWMENT FUND

When you choose to make a planned gift to the Alzheimer Society of Grey-Bruce, you can direct your gift to:

• Support our programs and services where the need is greatest
• Support a specific program or purpose that is meaningful to you
• Contribute to our Leave a Legacy Endowment Fund, where your gift is invested, and the income generated helps support our programs and services for years to come

Your planned gift can create a lasting impact, helping ensure people living with dementia, their care partners, and families across Grey-Bruce continue to receive the support they need.

How to Make a Planned Gift

If you are considering a planned gift to the Alzheimer Society of Grey-Bruce, or would like to request a free Will Planner and Guide, we’re here to help.

Please contact our Community Development Coordinator at [email protected], call 519-376-7230, or toll-free at 1-800-265-9013.

Your Privacy Matters

We understand that estate and gift planning is a personal and confidential matter. Any questions or information you share with us will be treated with care, respect, and confidentiality. Please see our Privacy Policy for more information.

We will work with you to ensure your gift is used and recognized according to your wishes.

Professional Advice

The information provided on this website is intended for general information only and should not be considered financial, tax, or legal advice. We encourage you to consult with your legal and financial advisors and discuss your plans with your family when considering a planned gift.

Types of Planned Gifts

A planned gift is a meaningful way to support the Alzheimer Society of Grey-Bruce today or in the future. Your gift can help ensure that people living with dementia, their care partners, and families in Grey-Bruce continue to have access to programs, education, and support when they need it most.

There are several ways to make a planned gift. The option that is right for you will depend on your personal, family, and financial circumstances.

Your Privacy

We understand that estate and gift planning is a personal and confidential matter. Any information you share with the Alzheimer Society of Grey-Bruce will be treated with care, respect, and confidentiality. Please see our About This Site page for more information.

The information on this page is for general information only and is not intended to provide financial, tax, or legal advice. We encourage you to speak with your lawyer, accountant, financial advisor, insurance professional, and family members when considering a planned gift.

Gifts in Your Will

Including the Alzheimer Society of Grey-Bruce in your Will is a simple and meaningful way to leave a lasting legacy.

A gift in your Will, also known as a bequest, can help us continue supporting people living with Alzheimer’s disease and other dementias, their care partners, and families in our community for years to come.

You can choose to leave a specific amount, a percentage of your estate, or another type of gift. Your legal advisor can help you determine the option that best reflects your wishes.

Life Insurance

Life insurance can provide another way to make a meaningful future gift to the Alzheimer Society of Grey-Bruce.

Depending on your circumstances, you may be able to:

• Transfer ownership of an existing life insurance policy to the Alzheimer Society of Grey-Bruce.
• Purchase a new policy and name the Alzheimer Society of Grey-Bruce as the owner and beneficiary.
• Keep ownership of an existing individual or group life insurance policy and name the Alzheimer Society of Grey-Bruce as a beneficiary.

Each option has different financial, tax, and estate-planning implications. Some arrangements may also be irrevocable once established.

We strongly recommend speaking with your insurance and financial advisors before making changes to an existing policy or purchasing a policy for charitable giving.

RRSPs and RRIFs

Registered savings can also be part of your legacy.

You may choose to name the Alzheimer Society of Grey-Bruce as a beneficiary of all or a portion of your Registered Retirement Savings Plan (RRSP) or Registered Retirement Income Fund (RRIF).

A charitable gift from a registered plan may provide tax benefits to your estate while creating a meaningful legacy for people affected by dementia in Grey-Bruce.

Because individual tax and estate circumstances vary, we recommend discussing this option with your lawyer, accountant, or financial advisor.

Charitable Gift Annuities

A charitable gift annuity may provide both a gift to charity and a source of income for the donor.

Depending on your age and circumstances, a charitable gift annuity may provide income for life or for a specified period while allowing you to make a charitable contribution.

This type of planned gift may be of interest if you:

• Are an older adult considering your estate and charitable plans
• Have assets that you do not expect to need for your estate or beneficiaries
• Would like to create a predictable source of income
• Would like to make a significant charitable gift

How Does a Charitable Gift Annuity Work?

A charitable gift annuity generally involves an arrangement through an annuity provider that provides regular income for life or a specified period, with a charitable portion of the arrangement supporting the Alzheimer Society of Grey-Bruce.

Because charitable annuities can have financial and tax implications, professional advice is important when considering this type of gift.

Charitable Trusts

Charitable Remainder Trusts

A charitable remainder trust can allow you to make a future gift while continuing to receive income from, or use, an asset during your lifetime.

Assets such as securities, investments, or real estate may be placed in a trust and managed by a trustee. The donor may continue to receive income from the trust, with the remaining assets eventually passing to the Alzheimer Society of Grey-Bruce.

This type of planned gift can be complex and should be established with professional legal and financial advice.

Gifts of Residual Interest

A gift of residual interest may allow you to donate property, such as a home or other real estate, while continuing to use it during your lifetime or for an agreed-upon period.

At the end of that period, ownership and use of the property pass fully to the charity.

This type of gift may appeal to someone who wants to make a significant future gift while continuing to use the property today.

Because these arrangements can have significant legal and tax implications, it is important to consult qualified legal and financial advisors before proceeding.

Gifts of Securities and Mutual Funds

Donating eligible publicly traded securities or mutual fund units can be a tax-effective way to support the Alzheimer Society of Grey-Bruce.

If investments you own have increased in value, donating them directly rather than selling them first and donating the proceeds may provide additional tax advantages.

This can be an attractive option if you would like to make a significant gift using your investments rather than your day-to-day cash flow.

Speak with your financial or tax advisor before transferring securities so you understand how the gift may affect your individual tax situation.

Named and Endowment Funds

An endowment is designed to provide long-term support. The donated funds are invested, and income generated by the fund can be used to support programs and services over time.

An endowment gift may also provide a meaningful way to honour or remember a family member, friend, or loved one and create a lasting legacy.

Leave a Legacy Endowment Fund

The Alzheimer Society of Grey-Bruce's Leave a Legacy Endowment Fund provides an opportunity for your gift to continue making a difference well into the future.

The principal is invested, while income generated by the fund helps support our local programs and services for people living with dementia, their care partners, and families throughout Grey-Bruce.

A gift to the Leave a Legacy Endowment Fund is a meaningful way to ensure your generosity has a lasting impact in our community.