Why make a planned gift?

Benefits for the donors:

• Making a planned gift allows you to optimize your financial planning while making a valuable contribution to your community;
• It allows you to leave a legacy and to contribute to the advancement of a cause that you cherish;
• It can be just as advantageous for you as it is for the organization receiving the gift.

Benefits for the organization:

• A planned gift represents long-term funding to ensure the continuity of care and services;
• It sllows the creation of endowment funds.

Different forms of planned giving:

There are several types of planned gifts, including:

• Charitable bequests;
• Gifts of life insurance;
• Gifts of real Estate
• Gifts of shares or securities;
• Charitable annuities;
• Charitable remainder trusts;
• Endowment funds.

What are the procedures?

• Decide which organization you would like to give to;
• Determine the objective of your donation;
• Consult your financial planner, notary, accountant, or other professional who is knowledgeable in the area of planned giving;
• If you wish, inform the recipient organization and your family members of your decision.

For additional information, please contact Yamina Charron, Director, philanthropic development and communications at the Au Diapason Foundation, 450-534-2002, est. 254 or directiondons@audiapason.org.