"When giving to our community, our larger donations often come from gifts of securities with substantial capital gains. We get the tax credit while the charity benefits from a bigger gift. This has served our forever fund well, ensuring our family’s giving continues beyond my lifetime."

– David Morrison, The David A. & Eleanor E. Morrison Charitable Fund

 

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We work with you to identify the best giving strategies for you.

 
 

A cash donation.

Write a cheque, give by credit card or donate dollars and cents. Charitable tax receipts are issued for any gift of $20 or more. You can use this donation form or donate online and you can choose to give one time, monthly or by creating a pledge to fulfill your gift over time.

Life insurance.

You can donate a life insurance policy during your lifetime, giving more than may otherwise be possible and receiving the tax benefits now.

A gift of securities.

To give a gift of securities, please use this share transfer form and contact us for more information about the process. When you give a gift of securities, not only does our community benefit from the donation of publicly traded securities in kind (e.g. Canadian stocks, bonds and mutual funds) but you’ll receive both a tax exemption (related to the capital gain) and a charitable tax receipt.

A gift in your will.

You can donate a specific amount, appreciated securities, the proceeds of life insurance or an RRSP/RRIF, real estate, a percentage of your estate or your estate in its entirety – gaining tax benefits and establishing your legacy in our community. Find out about some of our donors who’ve left a gift to LCF in their will.

 

Sue's Story

LCF Fundholder Sue Allan shares how she was able to make an impact on her community in more ways she ever imagined, while bringing her family closer together after the loss of her husband. From starting a fund to estate planning, Sue worked with her team of advisors on maximizing tax strategies, using gifts of securities and insurance as tools and made transformational gifts along the way!

 

Part 1 - Where Do We Begin?

Sue gives us some background on how her philanthropic journey began, and what led her to start working with LCF to further her giving.

Part 2 - Estate Planning

Sue discusses how she was able to work with London Community Foundation during her estate planning to ensure she would create a lasting legacy.

Part 3 - Transformative Gifts

Sue talks about how her fund at LCF ensured she could fulfill her commitment to a living legacy by making a transformative gift to service delivery in healthcare.

 

For more information about making a gift, please contact Diane Silva


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