Planning Considerations
A gift to MSVU can be part of your thoughtful, comprehensive estate plan. The following are options to consider when planning your gift.
Personal & Estate Considerations in Planned Giving
| DONATION OPTIONS | MINIMUM AMOUNT REQUIRED | REVOCABLE | INCOME OR DURING LIFETIME | SUBJECT TO PROBATE | TAX BENEFIT |
| Outright gift of cash | None | No | No | No | Immediate |
| Bequest to estate | None | Yes | Yes | Yes* | Tax credit to estate |
| Life insurance policy (new) | None | No | No | No | Tax credit on premium payments to estate |
| Life insurance policy (existing) | None | No | No | No | Tax credit on cash value & future premium payments |
| RRSP/RRIF | None | Yes | Yes | No | Tax credit to estate |
*Notarial wills in Quebec do not have to be probated.
For questions and more information, please contact Anne Thibodeau, Manager, Philanthropy, at 902-457-6270 or anne.thibodeau@msvu.ca