Planned Giving

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Planned Giving

Planned gifts offer another opportunity to help create the future you want for Perth and Huron Counties. Planned effectively, these gifts can provide substantial financial benefits and tax savings while ensuring the issues you care about will continue to be supported in the future.

Giving Stocks

Your gift can be in the form of shares, bonds or mutual funds. The elimination of capital gains on a gift of stocks may create considerable tax advantages for you depending on your situation.

Generic Notification of Securities Transfer Form – Brokers (PDF)

Giving Life Insurance

Name United Way as the beneficiary on your policy. The receipt issued qualifies for a tax credit that can offset the income tax liability on your estate. Your insurance adviser may have other planning options — including donating a new or existing life insurance policy to United Way — for you to explore. 

Giving Bequests

Provide a gift in a will including a specific gift, a portion of your estate or RRSPs/RRIFs. Please consider sharing your intention to give a future gift with us in advance to ensure we are honouring your wishes.

Leaving a gift to a charity in your will does not diminish what you leave to your loved ones.

Canada’s tax regulations allow for money to be given to a charity that you would otherwise give to the Canada Revenue Agency in taxes.

If your net income in the year of your death is less than the amount you give, your executor can claim a rebate against your previous year’s income and add it to your estate.

Planned well, the result can leave more for your loved ones while enriching the future of your community.

Forever Fund

United Way’s long-term investment option for those who want to build legacies that reflect their values and vision for the future.

Gifts are invested and the interest earned pays dividends in the form of community investments.

  Contact Us to Find Out More  

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