ALS Society

of Manitoba

               

La Société

Manitobaine de la SLA

Thank You

Planned Gifts

Please Consider Supporting the Planned Giving Program of the ALS Society of Manitoba.

What is a Planned Gift?

A planned gift is a significant gift that you plan to give now or in the future. A planned gift to the ALS Society of Manitoba shows both generosity and foresight. There are a few other ways that you can help so many people. We understand the importance of your gift and we will make sure that it is used wisely.

Planned giving benefits both the giver and the receiver. To maximize these benefits, the gift should be carefully arranged with the help of both the society and your financial, legal or tax advisor. This way you can determine what best suits your lifestyle, make the best use of your assets, and maximize your tax savings.

For more information or to arrange a meeting to discuss your intentions, please Contact Us.

Legal Name:

ALS Society of Manitoba Inc.

Mailing Address:

2A – 1717 Dublin Avenue,

Winnipeg, MB

R3H 0H2

Charitable Registration #:

120654421 RR0001

Phone Number:

204.831.1510

Fax Number:

204.837.9023

Disclaimer: The information contained herein is general in nature and is not intended to constitute legal or tax advice. Since each individual’s financial circumstances are unique, you are advised to consult with a qualified professional advisor.

You can create a charitable remainder trust that will pay you an annual taxable income. A tax receipt is issued for a significant portion of the trust principal. The trust principal in full flows to the ALS Society of Manitoba upon your death. The result of this planned gift is that you can receive income or use of the property during life but have provided the charity with an irrevocable legacy gift.

Disclaimer: The information contained herein is general in nature and is not intended to constitute legal or tax advice. Since each individual’s financial circumstances are unique, you are advised to consult with a qualified professional advisor.

A gift of annuity returns a competitive rate of income to you, most or all is tax-free, and a residual goes to the ALS Society of Manitoba.

The gift of annuity is a contractual arrangement.  A donor transfers assets to the ALS Society of Manitoba to purchase commercial prescribed annuity that will pay the stipulated amount for the life of the donor or for a term of years.  The annuity payments are made directly to the donor.

Disclaimer: The information contained herein is general in nature and is not intended to constitute legal or tax advice. Since each individual’s financial circumstances are unique, you are advised to consult with a qualified professional advisor.

You can donate an existing life insurance policy to the ALS Society of Manitoba or purchase a new policy through your insurance agent or through Charity Life Direct. The ALS Society of Manitoba must be the owner and beneficiary for you to receive tax creditable premiums.   Please consult with an insurance broker or your financial advisor to choose an option that works for you.

Disclaimer: The information contained herein is general in nature and is not intended to constitute legal or tax advice. Since each individual’s financial circumstances are unique, you are advised to consult with a qualified professional advisor.

You can make a gift of real property to the ALS Society of Manitoba and continue to use the property. Examples: real estate, antiquities, art works, etc. A tax receipt is issued for a portion of the value or the real property.

Prior to accepting the gift and issuing a receipt for income tax purposes, the ALS Society of Manitoba will require a professional appraisal completed by a qualified third-party appraiser to determine the fair market value of the property.

Disclaimer: The information contained herein is general in nature and is not intended to constitute legal or tax advice. Since each individual’s financial circumstances are unique, you are advised to consult with a qualified professional advisor.

Donating appreciated stocks or mutual funds is the most tax-effective way to make an outright gift during your lifetime or as part of a legacy gift.

Canada’s current legislation has eliminated the capital gain tax on gifts of publicly traded securities, mutual funds, and bonds to registered charities. A charitable tax receipt will be issued for the fair market value of the securities. No capital gains tax owing if gifted to a public charity.

Disclaimer: The information contained herein is general and is not intended to constitute legal or tax advice. Since each individual’s financial circumstances are unique, you are advised to consult with a qualified professional advisor.

Make a specific bequest that designates a certain amount of cash or a specific item or asset you own at the time of your death. Or you can make a residual bequest that gifts part or all of your remaining estate to the ALS Society of Manitoba after the debts have been cleared and specific provisions have been made for family and friends.

Tax Benefits: A bequest to the ALS Society of Manitoba is eligible for a gift receipt that can be used for a tax credit against final income tax payable, both in the year of death and in the previous year, up to a limit of 100% of your taxable income.

To include a bequest to the ALS Society of Manitoba in your will, you should consult with a lawyer or notary experienced in estate planning. They can help you prepare a will or add a codicil to your existing will.

Disclaimer: The information contained herein is general in nature and is not intended to constitute legal or tax advice. Since each individual’s financial circumstances are unique, you are advised to consult with a qualified professional advisor.