Planned Giving

  For more information: Calgary & Southern Alberta
Edie Smith, 403-410-1116
Edmonton & Northern Alberta/Territories
Judy Boychuk, 780-423-2111

Bequest
A simple provision in your will to leave some of your assets to The Salvation Army.

Having a will is essential to ensuring your loved ones are properly supported after you are gone. It also provides an opportunity for you to ensure that the work of your favourite charities continues in the future. Give in the way that suits you, and consult your financial or legal advisor to determine the best way for you to remember The Salvation Army.

Securities
A gift of publicly-traded, appreciated securities to The Salvation Army qualifies for special benefits because of recent changes to the income tax regulations.

You enjoy seeing immediate results from your gift during your lifetime, immediate tax credits while eliminating capital gains tax and you can also include a gift of securities in your will and your estate benefits.

Life Insurance Policy Donations
You may not be able to give a large gift now, but by making The Salvation Army a beneficiary of a life insurance policy, you may be able to leave a very generous legacy for the future.

This can be done by changing an existing policy, or purchasing a new one. You receive peace of mind in building a sizable gift for future generations with small premiums now. Also, you enjoy tax credits during your lifetime, or your estate benefits after you die. You can also make The Army the beneficiary of your RRSP or RRIF.

Gifts of Retirement Funds
You can provide your vulnerable neighbours with a true gift of security by donating the remaining funds in your Registered Retirement Savings Plan (RRSP) or Registered Retirement Income Fund (RRIF) to The Salvation Army.

Charitable Gift Annuities
A charitable gift annuity allows you to support The Army during your lifetime, improve your regular cash flow and leave a generous legacy gift after your demise.

A charitable gift annuity is an arrangement under which a donor gifts a certain sum to a charity in exchange for a fixed, guaranteed payments for life. The rate of return is usually higher than the interest you can receive on GICs. Any capital that remains after your death benefits Salvation Army programs.

Endowment Funds
An Endowment Fund is a protected gift that provides a permanent source of income for The Salvation Army. Your contributions are held in trust by The Salvation Army and you receive an income tax receipt for the value of your contributions to the fund. The annual interest income earned from the endowment is used to fund Salvation Army services.