Plan a gift
“Forty-nine years since my first sponsored child, I’m still sponsoring, never having missed a year. I sponsor only one child at a time, but also contribute to Plan’s general funds, as well as including Plan in my will. Why? Plan cares … It builds up self-sustaining communities wherever it goes, then moves on. I can’t ask for more.” Plan donor Reta Smith
Many of Plan Canada’s loyal supporters choose to leave a lasting legacy by remembering Plan in their wills, or creating endowment funds that provide ongoing investment income to Plan throughout their lifetimes. Whether you choose simply to name Plan as a beneficiary or create annuities or trusts, your generosity will continue to make a difference in the lives of children, their families and communities for years to come.
The first step is to talk to your lawyer and financial advisor about the type of arrangement that would best suit your circumstances. Here’s an overview of the options that others have chosen:
Plan Canada strongly recommends that you obtain professional advice to ensure that your financial goals are considered, your tax situation is reviewed and your planned gift is tailored to best fit your circumstances.
The information provided on this site is intended as an overview and does not constitute legal or financial advice.
For more information about planning a gift, contact Karobi Ray, CFRE at 1-800-387-1418 ext. 292 or email plannedgiving@plancanada.ca