Shuniah Building

Gifts For Tomorrow

Ways to Make a Planned Gift

Some of the most common ways in which donors chose to make a planned gift are:

Bequest by Will

Leave a legacy of learning while continuing to enjoy the assets you need during your lifetime.

  • Leave a specific amount, percentage, or the residual of your estate
  • Gifts may include cash, appreciated stocks, or other assets
  • Some of the most tax-efficient assets include appreciated stocks, RRSPs, and RIFs
  • Allows you to maintain your current lifestyle
  • Please consider including Confederation College of Applied Arts and Technology in your will

Life Insurance

A simple way to make a significant future gift while potentially enjoying tax benefits during your lifetime.

  • Add Confederation College as the beneficiary of an existing policy
  • Take out a new life insurance policy
  • Leave a substantial gift with minimal investment
  • May provide tax benefits throughout your lifetime

Appreciated Stock, Mutual Funds, or Employee Options

A popular and tax-efficient way to make an immediate difference.

  • Donate appreciated stocks, mutual funds, or employee options
  • Make an immediate impact on students
  • Reinvest in the community and our future
  • Qualifies for a charitable tax credit
  • Avoid capital gains tax that would otherwise occur upon sale

Charitable Remainder Trusts

A planned gift that provides income during your lifetime while supporting future students.

  • May be established during your lifetime or as part of your estate
  • Continue using the property and/or receiving income while living
  • Charity receives the principal after a specified period
  • Avoid capital gains tax on donated assets
  • Receive an income tax deduction for the fair market value of the remainder interest earned
  • Asset is removed from the estate, reducing subsequent estate taxes

Professional Advice

A financial investment professional, accountant or lawyer can explain the details of these and other types gifts. Please seek professional advice as to what method of giving is most beneficial to your individual circumstances.

Have a Question?

Contact

For more information, or to discuss your donation to Confederation College:

Charitable Registration Number 106966427 RR0002