How to Get Started on Your Legacy

Do You Have An Estate?
Your “estate” is the sum of all your assets. Wealthy people might have very large estates, but even those who are not wealthy have the resources to make a charitable bequest. If every adult in Canada made a Will and included a bequest of just $100, billions of dollars would flow to charitable causes every year. Make your Will a priority.

Which Charity?
Think about the charitable organization or cause you would most like to help. Maybe you or someone you know has benefited from the service of a particular organization. Maybe you’re an active volunteer or believe in the mission and values of a specific group. You may want to leave a gift in memory of a loved one or for particular use or program.

Do Your Homework!
Talk to the professionals of the organization or charity of your choice. They can tell you more about what they do, what opportunities are available for giving or leaving your legacy and how your gift can allow them to continue their work in the future.

Consult a Professional Advisor
Consult the appropriate professional advisor in order to get the right expertise and advice. An advisor can help to ensure the type and timing of your gift maximizes the advantages to you and the organization.

Talk To Your Family Members
Make sure that your family members are aware of your intentions so they can support the achievement of your charitable goals and philanthropic dreams.