Gifts by Will

Including a charitable bequest or in other words, a gift in your Will is a simple way to make a lasting gift to your community. When you make this gift through your community foundation, we establish a special fund that benefits the community forever and becomes your personal legacy of giving.

  • You include the community foundation in your Will as a bequest; we can help you or your lawyer with recommended language.

  • We can work with you to determine the type of fund you would like to establish with your gift.

  • Upon your death, we set up a special fund in your name, in the name of your family, or in honour of any person or organization you choose.

  • Your charitable gift is eligible for a tax credit for estate tax purposes.

  • Our board and staff consider your charitable wishes and determine the areas of community need that would benefit the most through grants from your gift.

  • Our board issues grants in the name of the fund you establish (if you prefer, grants can be made anonymously).

  • We handle all the administrative details.

  • Your gift can be placed into an endowment that is invested over time. Earnings from your fund are used to make grants addressing community needs. Your gift — and all future earnings from your gift — is a permanent source of community capital, helping to do good work forever.

 

This information is general and should not be relied upon as a substitute for professional advice. Please contact your tax advisor.

Visit

206 Saskatchewan Ave East

Portage la Prairie, MB 

R1N 0K9

 

© 2017 Community Foundation of Portage & District Inc.

Call

T: 204.856.1971

Office Hours

Monday-Thursday 9am - 4pm

  • Facebook Social Icon
  • Instagram Social Icon
  • Twitter Social Icon