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I’m Interested In Planned Giving

Consider Leaving Your Legacy With Us

A planned gift is a charitable donation which can be arranged during your lifetime but is not available to the charity until sometime in the future. Your gift can be directed generally, or it can be used to establish an endowment fund, or be directed to a cause you care about. 

Community Foundations provide you with the opportunity and flexibility to create your own personal philanthropic fund suited specifically to your needs and interests. Every donation to an endowment fund at the WECF is kept in perpetuity. This means that only the proceeds earned from investment of your donation are used to grant back to the community. An endowment is an everlasting gift to the community, continuing to give year after year to the causes and charities you care about. 

The most common type of planned giving gift is a bequest, but there are many different giving vehicles:

Bequest: 

  • Cash
  • Securities
  • Real Estate
  • Tangible Personal Property

Charitable Remainder Trust:

  • Cash
  • Securities
  • Real Estate

Charitable Gift Annuity:

  • Cash
  • Marketable Securities

Life Insurance:

  • Term 100
  • Whole Life Policy

Retirement Plan Assets:

  • RRSP
  • RRIF