PLANNED GIVING

What is planned giving?

Planned giving comes from a calculated action combined with a heartfelt commitment. It is the result of financial, fiscal, or successoral planning that brings advantages for both the donor and beneficiary.
Different types of planned giving

You can leave a specific amount to Centraide R-Y, a percentage of your estate’s residual, or any other asset.

You can designate Centraide R-Y as a beneficiary or owner and beneficiary of a new or existing insurance policy.

You can used the mandatory withdrawals from your RRIF to make a donation or name Centraide R-Y as a beneficiary of your RRSP or RRIF in your will.

You can used the mandatory withdrawals from your RRIF to make a donation or name Centraide R-Y as a beneficiary of your RRSP or RRIF in your will.

There are a variety of donation possible (charitable annuities, charitable remainder trusts, etc.). This type of donation lets you generate incomes and it saves you a considerable amount on your taxes.

My advantages of planned giving:

How to prepare for planned giving:

How to prepare for planned giving when choosing Centraide Richelieu-Yamaska (CRY):

  1. Determine the goal of your donation; your main reason to give CRY.
  2. Consult your financial planner, notary, accountant, tax advisor, life insurer, or any other professional with good knowledge of planned giving;
  3. Finally, it will be important to inform the recipient organization and your loved ones of your decision, because it is your wishes.

Do not hesitate to contact M. Pierre Piché, Major and planned donations coordinator, if you have any questions.

Forms and useful links:

AMBASSADORS - PLANNED GIVING

Section in construction