Estate Gifts

A gift to Calgary Humane Society in your will ensures the Society can continue to work towards their dream of a more humane world for years to come.

A bequest, either as a specific amount or as a residual portion of your estate, will allow the Society to provide the community with the critical programs and services needed and help to provide thousands of animals with the care they need to live a long and happy life.

Bequests made to charitable organizations, like Calgary Humane Society, have the potential to positively impact estate taxes when planned correctly. Please speak with your lawyer, accountant or estate planner to discuss your specific situation.

A life insurance policy allows you to leave a legacy gift to Calgary Humane Society for a low monthly premium, simply by naming the Society as a beneficiary of a new or an existing policy”.  Under certain circumstances, you will receive a tax receipt for the amount of the insurance premiums paid each year.  Please talk to your estate planner and accountant to determine the best way to structure your life insurance policy to maximize the tax benefits.

You can make a lasting impact by naming Calgary Humane Society as the beneficiary of your RRSP or RRIF. The benefit of structuring your legacy gift this way is you retain full control of what you need for your retirement and whatever is remaining can be gifted to the Society. A gift like this can potentially result in a big charitable tax credit on your final tax return and could even be applied to your previous year’s tax return in some situations. Naming a charity like Calgary Humane Society as a beneficiary of your RRSP/RRIF is very easy to do, however we recommend consulting with your plan advisor and accountant to ensure your estate receives the greatest tax benefit possible.

A gift of publicly traded securities, stocks or mutual funds is a great way to leave a legacy gift to Calgary Humane Society.  A gift of stocks or securities can potentially reduce the tax on a capital gain, while your estate receives a tax receipt for the full market value.

If you wish, you can complete this form and provide it to your financial planner or accountant to assist them in structuring a stock or securities gift appropriately given your specific situation.

A legacy gift can include a gift of property which would provide your estate with a tax receipt based upon the fair market value of the property donated. Examples of different types of property that have been donated to Calgary Humane Society in the past include real estate or personal property (jewelry, antiques, art, vehicles or other collections). It is important to consult with your lawyer, accountant or estate planner before making the decision to donate any gifts of property to a charity like Calgary Humane Society.