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 email@example.com