Leaving a Legacy

More way to show you care…

Planned giving or is simply planning to make a difference for a cause you believe in through a charitable gift. The gift will make an impact by ensuring the sustainability of Kerby Centre programs for future generations.

A planned gift can offer substantial tax incentives and other benefits:

• Income Tax savings via the charitable tax credit for the value of the gift
• Reduction or elimination of capital gains tax on contributions of appreciated property
• Retained income or property rights for the life of the donor or beneficiaries
• The probability of increased disposable income with specific arrangements
• Reduced estate settlement costs
• Complements your lifestyle goals
• Matches your wish to leave a legacy for your chosen charity
• Effectively fulfills your estate plans and obligations to heirs

Planned giving options include cash, stocks, life insurance (cash value), charitable gift annuities, bequests in a will, charitable reminder trusts, and life insurance (proceeds).

For more information on planned giving please contact (403) 705-3235.