Legacy giving, also known as planned giving or gift planning, refers to the process of leaving a charitable gift to an organization or cause in your will or estate plan. It allows individuals to support causes they care about and leave a lasting impact on future generations.

Legacy giving provides an opportunity to support causes that are important to you even after you’re gone. It allows you to leave a meaningful legacy and make a lasting difference in the world. Additionally, legacy giving can provide potential tax benefits for your estate.

Legacy gifts can include a variety of assets, such as cash, securities, real estate, personal property, or a percentage of your estate. You can also specify how you want your gift to be used, whether for general support or for a specific program or initiative.

BBBS complies fully with the Donor Bill of Rights established by the Association of Fundraising Professionals and is dedicated to safeguarding the confidentiality of your personal information. The details you share are utilized to facilitate the management and acknowledgment of your donation, to generate tax receipts and to address any inquiries you may have. We uphold strict confidentiality standards and do not disclose donor identities unless explicitly requested by the donor.

To make a legacy gift, you need to include specific language in your will or estate plan designating the organization or cause you wish to support and outlining the details of your gift. It’s recommended to consult with legal and financial advisors to ensure your wishes are accurately reflected in your estate planning documents.

Yes, you can typically update or revise your will or estate plan at any time during your lifetime. If you decide to make changes to your legacy gift, you’ll need to update your estate planning documents accordingly to reflect your new intentions.

If you are interested in learning more about legacy giving or have questions about how to include a charitable gift to Big Brothers Big Sisters in your estate plan, do not hesitate to contact Amy Mohr, Director of Development and Communication via email amy.mohr@bigbrothersbigsisters.ca or 306-540-6975. Additionally, you may consult your legal and financial advisors for a customized advice and support.

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