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