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Give back to your community
Build and strengthen family tradition
Planning your impact and your retirement
How To Get Started
One of the biggest misconceptions about leaving a legacy is that only the wealthy can do it. The truth, however, is that everyone can plan a legacy gift no matter their current income or assets – here are the main reasons to leave a legacy.
1. Choose a charity of choice
Think about the charity or cause you’d most like to support. Maybe you or someone you know has benefited from the service of a particular organization.
2. Talk to someone
Be sure your family is aware of your intentions so they can understand and support your decision. Let them know how you would like to be recognized
3. Consult appropriate professionals
Your estate lawyer, financial planner or tax accountant will help ensure the type and timing of your gift is appropriate to your financial situation.
Giving Options – Financial Strategies You Can Use
Legacy gifts are often referred to as planned gifts, since planning a gift can often result in a significant contribution to a charitable organization. While a commitment is generally made today, the financial benefits are usually not received by the charity until some time in the future. Below are just a few ways you can give back to your community.
The most common type of legacy gift is a charitable bequest or gift by Will. This may be a cash...
A gift of securities provides an innovative and creative way to make a charitable gift and can...
A gift of life insurance is made when you name a charitable organization as the beneficiary of the...
A gift of annuity is made when you make a contribution of cash or other property to a charitable...
A gift of trust is made when you decide to make a charitable organization the secondary...
Below are stories of individuals who made a difference by employing planned giving as part of their charitable giving and estate planning. These are just a sampling of stories… more to come.
Royalene Reed became a single mother to four young children after her divorce in the mid-1980s....
Anthea Law Stevenson, Vogel & Company LLP For the past three years, I have enjoyed presenting...
Helen Stadelbauer was instrumental in shaping the University of Calgary Art Department. A strong...
What We Do
The 20 CAGP Chapters across the country are an essential partner in achieving CAGP’s vision and mission, by building and leveraging local relationships and engaging members to strengthen philanthropy and strategic charitable gift planning.
Comprised of and serving CAGP’s 1200+ members throughout the country, Chapters provide education and professional development designed for charitable gift planners, professional advisors and senior decision makers, the opportunity to network and connect with their peers and colleagues at the local level is one of the most important and valuable benefits of membership in CAGP.
Local Chapters also offer an array of other initiatives designed to build on local opportunities and address local needs, issues and priorities, such as mentorship programs, LEAVE A LEGACY™ events, newsletters and e-communications, etc.
The Canadian Association of Gift Planners is the only organization in Canada that brings together charitable representatives with donor advisors in one professional association. Among our fundraising, legal and financial peers, we are looked to as the experts in strategic charitable gift planning.
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