Giving to the Community

Gifts That Give Back


Cash
: This is the simplest and most common gift. It allows recipients to benefit immediately.

Property: There are important tax benefits for donors from giving property, such as real estate, special collections, jewellery and other tangible personal items.

Estate bequest: In your will you can bequeath an amount or a percentage of your assets to a community organization.

Charitable remainder trust: A way of giving assets during your lifetime, while providing you with the use of the gift for the remainder of your life. You may choose a trust because you have an asset that you eventually would like to give, but you need the income it now provides.

Stocks/securities: You can give stocks, trust units, mutual funds, bonds and other securities. Again there are tax benefits for donors.

Life insurance: You can transfer an existing life insurance policy, purchase a new one naming a charity as the beneficiary, or donate the proceeds of a policy to a charity.

Retirement funds: You can name a community organization as a direct beneficiary of your Registered Retirement Savings Plan (RRSP) or Registered Retirement Income Fund (RRIF), in whole or in part.

Charitable gift annuity: The charitable organization of your choice will provide you with annual, semi-annual or quarterly payments, in return for a gift of money or securities to the charitable organization.

 

For more information on the Community Planned Giving Program, you can contact a participating charitable organization or us at:

Planned Giving Office
Jeffery Hale Community Partners
1270, chemin Ste-Foy, Suite 2000
Quebec City, Quebec G1S 2M4
Tel.: 418-684-5333, ext. 1517
Fax: 418-684-2290
E-mail: qcplannedgiving@jhpartners.net
Website: qcplannedgiving.ca

 

DISCLAIMER This site provides general information about how charitable gifts may be made to charitable organizations serving the English-speaking community of the Greater Quebec City region. Every effort has been made to ensure that the information is accurate and up to date. Any examples presented are for purposes of illustration only. If you are considering a donation, you should consult a professional for independent advice on the best way to achieve your objectives.

 

 

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BMOIs a registered trade-mark of Bank of Montreal, used under licence. ® “Nesbitt Burns” is a registered trade-mark of BMO Nesbitt Burns Corporation Limited, used under licence. BMO Nesbitt Burns Inc. and BMO Nesbitt Burns Ltée are indirect subsidiaries of Bank of Montreal. If you are already a client of BMO Nesbitt Burns, please contact your Investment Advisor for more information.CPIF