1. Make a Bequest through your will

A planned gift can take the form of cash (annually or as a one-time bequest), in-kind gifts (needed equipment, art, books, artifacts, etc.), securities (stocks, bonds and mutual funds), life insurance, other insurance products and real estate.

2. Gift annuities

A planned gift can take the form of cash (annually or as a one-time bequest), in-kind gifts (needed equipment, art, books, artifacts, etc.), securities (stocks, bonds and mutual funds), life insurance, other insurance products and real estate.

3. Life Insurance

You can gift an existing policy or set up a new one. Either way, insurance offers the means to name a beneficiary and gift the proceeds directly to the Foundation. You choose if you want the tax savings today or for your estate later.

4. Charitable Remainder Trusts

Charitable Remainder Trusts can guarantee a life-long monthly income to you as a donor or a designated beneficiary, or an income for a specified number of years. At the end of that time, the remains of your trust become a gift to the Foundation. You may even specify how your gift can be used. When you set up a trust, you receive a tax receipt for the remainder interest. If you contribute appreciated property, you will also avoid tax on a portion of the capital gain.

5. DONATE NOW cash or securities

By donating today, you will receive a charitable tax receipt for the full amount of your gift. Cheques can be made payable to the Victoria Community Living Foundation. If you donate all or a portion of a securities portfolio, you will not be taxed on any of the capital gain, and you will still receive a receipt for the full donation.

Planned Giving

Community Living Victorias work would not be possible without the generous support of hundreds of individuals and businesses through donations, in-kind gifts and volunteerism. The Community Living Victoria Foundation, an independent, registered charitable organization with its own board of directors, provides for funding opportunities through charitable donations, special events and planned gifts. Planned gifts include a variety of choices designed to serve our donors, the Foundation and its beneficiaries.

What is a planned gift?

It is the forethought given to gifts made that could benefit the Foundation as well as your own financial picture. Planned giving can be an important part of your overall financial and estate planning, as it provides valuable tax savings today or for your estate tomorrow.

What kinds of gifts are there?

A planned gift can take the form of cash (annually or as a one-time bequest), in-kind gifts (needed equipment, art, books, artifacts, etc.), securities (stocks, bonds and mutual funds), life insurance, other insurance products and real estate.

What are the most common planned giving choices?

Five of the most common planned giving choices can help to guarantee personal income, preserve capital, and minimize income tax and estate tax payable by you as a donor.

Click here to download planned giving brochure