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Giving Back

Royalene Reed became a single mother to four young children after her divorce in the mid-1980s. Cheerful and outgoing today, she recalls with painful clarity her shame, loneliness and helplessness after losing her entire support system when she chose to end her...

When You Can’t Take It With You

Anthea Law Stevenson, Vogel & Company LLP For the past three years, I have enjoyed presenting at the annual Leave a Legacy event on estate planning, wills, probate, and executor’s duties. These presentations have allowed me to share legal information with members...

Founding professor leaves lasting legacy

Helen Stadelbauer was instrumental in shaping the University of Calgary Art Department. A strong believer in housing developmental art, studio art and art history under one department, She was a founding member of the art department and a staunch supporter throughout...

Imagine Canada Pleased With Federal Budget Measures Relating To Charities

Ottawa, February 11, 2014 – Imagine Canada, the national umbrella for Canadian charities, is pleased with a number of measures announced in today’s federal budget. The budget emphasizes the federal government’s belief “that the charitable sector plays an...

Bequests

The most common type of legacy gift is a charitable bequest or gift by Will. This may be a cash donation or even a gift of property such as real estate, a work of art or publicly listed securities. A bequest to a charity is very easy to put in place and can be...

Securities

A gift of securities provides an innovative and creative way to make a charitable gift and can include stocks, bonds and mutual funds. Federal incentives introduced in early 2006 have made it very attractive to donate publicly listed securities that have appreciated...

Life insurance

A gift of life insurance is made when you name a charitable organization as the beneficiary of the policy. This means that the charity would receive the insurance proceeds when you pass on.There are a number of ways to make a gift to charity through life insurance....

Annuities

A gift of annuity is made when you make a contribution of cash or other property to a charitable organization in exchange for a guaranteed lifetime income (or for a stated interval of time). It is an agreement or contract between you and your charity. Upon death, the...

Charitable remainder trusts

A gift of trust is made when you decide to make a charitable organization the secondary beneficiary to an irrevocable trust. The primary beneficiary (or the income beneficiary) includes you, and if applicable, your spouse. Throughout your lifetime, or for a stated...

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Anthea Law Stevenson, Vogel & Company LLP

For the past three years, I have enjoyed presenting at the annual Leave a Legacy event on estate planning, wills, probate, and executor’s duties. These presentations have allowed me to share legal information with members of the public, and meet very interesting people.

After my presentation last year, one of the attendees, Bert Furlong, asked interesting and thought-provoking questions, which formed the basis of a memorable and lively Q & A session with the audience. I was contacted a few months later by Bert and his wife Bev to assist them with Bev’s late father’s estate, and I have had the pleasure ever since then of getting to know them.

Anthea Law Stevenson, Bev Furlong and Bert Furlong

Bert and Bev have attended the last two Leave a Legacy events and enjoy learning about wills and estate planning. They are very thoughtful and feel good about doing things for others. When Bev’s parents both passed away, her family wanted to do something to celebrate their memory. Her parents had a cottage where many happy moments were spent. Bev’s family decided to donate a bench located in front of the cottage, to the memory of her parents, “so mom could continue to enjoy her walks and the cottage.”

They often consider how they can benefit others, and in their charitable giving they donate to organizations that have a special meaning to them or that they have an interest in. Bev often gives what she calls a “gift” to members of her church – she will pick up the lunch tab!

Bert and Bev are now considering updating their wills. In Bert’s words, “Bev and I want to leave something behind to benefit others when we are gone. We want to celebrate life, not death – we want to leave a legacy.”

This year’s free Leave a Legacy event will be on April 24, 2010 at Mount Royal University from 9:00 am – 12:00 pm. Barb Higgins of CTV News will be hosting the event, and the presenters will include myself, a trust professional, and an accountant . The event is recommended for anyone who is thinking about doing their will, wanting to learn about the tax consequences on death, or wondering how they, too can benefit others when they are gone.