A Guide to Planning Your Legacy

Frequently Asked Questions

Where do I start? After consulting with your family and advisor, select a donation option that is ideal for you and your estate. If you have questions, you can contact a gift planning associate within the Advancement and Community Relations Team at Havergal College. We are available to work with you, your loved ones and advisor at a time and location best for you. How does The Havergal College Foundation recognize a donor’s pre-deceased planned giving intentions? • Membership into The Ellen Knox Society • Create a gift agreement outlining: • The donor's desired naming opportunities

• How the donor choses to have their legacy honoured • The donor's intended area to be supported with the gift

• Inclusion in the annual Impact Report • Invitations to donor appreciation events • Invitations to planned giving events

Should I contact the Advancement and Community Relations Department about leaving The Havergal College Foundation in my estate plans? Here are four important reasons to do so. We can: • Thank you appropriately. • Ensure we are able to fulfill your wishes for the gift. • Determine if there are naming opportunities of interest available. • Receive the pre-deceased donor benefits mentioned above.

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