WAYS TO DONATE

DONATIONS

By way of Cash, Cheque, Money Order, Visa and MasterCard

 or On-line with CanadaHelps.org. for Visa or MasterCard

ENDOWMENT:

Donors can contribute to the endowment fund where the principle is professionally invested and a portion or all of the interest is used.

PUBLICALLY TRADED SECURITIES:

Donors may wish to transfer shares, bonds or mutual funds which can offer tax benefits such as capital gains exemption just like you sold the securities and donated cash.

GIFTS OF LIFE INSURANCE:

Donors who wish can transfer the ownership of a new or existing life insurance policy to the Foundation. Insurance is not subject to probate, therefore flows outside of your estate.

GIVING THROUGH A LIVING WILL:

Many donors are choosing to name the Foundation in their wills, after providing for their loved ones. Such gifts known as bequests are vital to the Foundations mission to look after the health care of Taber and District's future needs.

GIFT ANNUITIES:

Through a gift annuity, the donor establishes an irrevocable gift to the Foundation in return for annuity payments for life, or a number of years.

CHARITABLE REMAINDER TRUSTS

This is a planned gift where the donor makes a gift (usually irrevocable) to a charity through a trust agreement. The donor transfers property to a trustee who holds and manages it, freeing the donor from daily investment decisions and concerns. If the property is income producing, the net income will be paid to the donor and or other named beneficiary(s). When the trust terminates, the trust remainder is distributed to the Foundation. The trust effectively removes assets from the donor’s estate, producing a tax receipt that can be used immediately.

Donors should consult their accountants, solicitors and financial advisers prior to

making any donation decision.