Planned Giving:
Your Vision for the Future!
Planned giving is one of the most valuable ways to ensure that Villa Rosa will continue to enrich the lives of residents and babies and strengthen their families for generations to come.
VILLA ROSA PLANNED GIVING SOCIETY
After providing for your family and loved ones,
you may want to provide for a cause close to your heart
by leaving a gift in your will to Villa Rosa.
Your commitment today to Villa Rosa
has impact tomorrow with a planned gift!
The gift may be outright and given now,
or it could be a future gift arranged now
but not received by us until a later date.
Why Planned Giving?
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Charitable gifts are an accessible option for donors of all income levels to leave a legacy to be proud of.
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A charitable tax credit that will reduce payment of your final taxes.
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Charitable gifts are eligible for tax receipts and the resulting tax credits can significantly reduce or eliminate your tax payable in the final year of your life, in addition to tax payable by your estate.
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Villa Rosa will not be taxed on any gifts made to it. A gift can be for a specific dollar amount, a percentage of an estate, or all or part of the residue of an estate.
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Planned gifts come in many forms - current gifts, such as charitable gift annuities, mutual funds, or gifts of stock; proceeds from a RRSP, TSFA and or RIFFs, or from future gifts, such as a will or proceeds from a life insurance policy.
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Please consult your lawyer or professional advisor when planning your gift.
There is no minimum commitment to become a Planned Giving Society Member.
Your gift of just 1% of your estate can make a major difference.
Please seek professional advice to ensure your financial goals are considered,
your tax situation is reviewed and your gift is tailored to your circumstances.
Wills
& Bequests
Ensure Villa Rosa continues to enrich the lives of mothers, babies and families
Publicly Listed Securities
& Mutual Funds
Donate securities in kind to reduce taxes , avoid capital gain and receive a tax receipt
Registered
Funds
Name Villa Rosa as the beneficiary of your RRSP, RRIF and/or TSFA
Life
Insurance
Designate Villa Rosa as the beneficiary of an insurance policy
Benefits of Planned Giving
The choice to leave a gift in your will to Villa Rosa is a very personal commitment that you can make:
• A charitable tax credit can reduce the payment of your final income taxes.
• You and/or your estate can give securities.
• Legacy gifts allow you to meet your financial objectives while making an impact on the future programming of Villa Rosa.
How to Leave a Planned Gift
We would enjoy the opportunity to discuss your estate wishes with you. Please speak with an your loved ones and an estate lawyer or financial advisor about making the right decision based on your personal situation.
Planned Giving Society Committee Members
Kathy Strachan - Executive Director
Candace Trussler - Chair, Board of Directors
Ken Phernambucq - Treasurer, Board of Directors
Catherine Laspine - Member, Board of Directors
Monica Wood - Director of Deveopment