A Guide to Planning Your Legacy

Estate Gifts Leave a tax-deductible bequest of enduring value through your will.

Life Insurance Fund a truly generous donation tomorrow while realizing attractive tax benefits at an affordable cost today.

Retirement Funds Easily convert an end-of-life tax liability into a meaningful gift beyond your lifetime.

Securities Giving the gift of financial assets is easier than you imagined and exempt from taxation.

Donor Advised Funds Advised funds provide philanthropic flexibility and are growing in popularity as highly effective giving vehicles in Canada and the US.

Charitable Endowments Leaving property or money in an endowment form means that the charity does not spend the principal. Instead, the charity uses the income generated from the endowment, which may be left with instructions for how these funds are used. It is helpful to suggest a general purpose for the endowment fund because it will last in perpetuity and the original purpose for the gift may one day not exist. Endowments are named and recognized in honour of the family. A minimum investment of $100K is required to establish an endowment within The Havergal College Foundation.

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