Page 4 - Wellspring Planned Giving Brochure

Make your legacy

wishes a reality

The Wellspring philanthropy team is ready
to help you realize your goal of creating a
lasting legacy while benefitting your current
financial situation. Your planned gift to
Wellspring can be:

• Designated for a specific program or
centre

• Given for general purposes or for
Wellspring’s highest priorities

• Directed to a Wellspring endowment
fund which will continue to support
Wellspring in perpetuity.

BEQUESTS
Create a lasting legacy through your Will.
You retain your assets while living, and your
estate receives a charitable tax receipt.

LIFE INSURANCE
Receive tax benefits today, or later, for your
estate. An affordable option in which a small
annual premium becomes a sizable future
legacy.

RRSP AND RRIFS
Remaining retirement funds can be fully
taxable as income for the year of your
passing – and often at the highest rate.
Choosing to make a legacy gift of these funds
to Wellspring creates a charitable tax receipt
that offsets these taxes paid by the estate.

Start by speaking with your financial advisor
about these and other planned giving
options, and how to make them part of your
overall financial planning.