Planned
Giving
There are many different ways to make a planned gift.
Planned gifts can be tailored to your personal
and financial circumstances.
The most common type of planned gift is a charitable
bequest in a person's Will. However, more and more Canadians
are realizing the benefits of giving through methods such
as gifts of publicly traded stocks
and mutual funds and life
insurance policies.
Planned gifts are easy to set up
and they can provide you with:
- Current and future income tax savings
- Estate tax savings and planning benefits
- A lifetime income for you and/or your spouse
- Philanthropic satisfaction knowing that you have made
a commitment to community mental health care and helped
CMHA Toronto strive for the Association's vision of mentally
healthy people in a healthy society.
Your planned gift can be tailored
to your personal and financial circumstances. If you
wish, we can talk with you and your financial advisors to
ensure your planned gift fits your desires, financial objectives,
family needs, and tax situation. We would be happy to explain
how your gift will be used and answer any of your questions
about Canadian Mental Health Association Toronto Branch's
role in service, advocacy, education, and research. Please
be assured that any discussion is confidential and will not
obligate you to make a gift.
More information about Planned
Giving? Planned Giving -
- Is a gift made, after careful consideration, through your
financial or estate plan
- Requires some type of legal documentation, for example,
a Will or a life insurance policy
- Is made from assets, not income
- Has tax advantages under current laws
- Is arranged now to provide funds to the Canadian Mental
Health Association Toronto Branch, at some time in the future
- Is a gift that will help us promote the mental health
of all and support the resilience and recovery of people
experiencing mental illness. CMHA Toronto accomplishes this
mission through service, advocacy, education, and research.
For detailed information please follow these links:
Will bequests - an excellent
way to reduce tax and increase inheritances to your loved
ones
Securities
& Mutual Funds - give appreciated property and save
tax at the same time Gifts
of Life Insurance - give a large gift with small monthly
premium payments
We participate in the Charity
Life Direct Insurance Program.
Please Seek Expert Advice:
Canadian Mental Health Association strongly recommends professional
advice to ensure that your financial goals are considered,
your tax situation reviewed and your planned gift is tailored
to your circumstances.
To find out more please contact
CMHA Toronto at:
Telephone: 416-789-7957
Fax: 416-789-9709
Email: harmstrong@cmha-toronto.net
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