Planning Considerations

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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 OPTIONSMINIMUM AMOUNT REQUIREDREVOCABLEINCOME OR DURING LIFETIME SUBJECT TO PROBATE TAX BENEFIT
Outright gift of cashNoneNoNoNoImmediate
Bequest to estateNoneYesYesYes*Tax credit to estate
Life insurance policy (new)NoneNoNoNoTax credit on premium payments to estate
Life insurance policy (existing)NoneNoNoNoTax credit on cash value & future premium payments
RRSP/RRIFNoneYesYesNoTax 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 msvu.ca