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When you think about legacy giving, you may picture something reserved for wealthy individuals or a complicated process. In reality, there are many ways to plan a gift to a cause that matters to you, while taking your priorities and personal circumstances into account.
You may recognize yourself in some of the thoughts below. And you may be surprised to discover that legacy giving is often more accessible than you think.
I’m far from being a millionaire…
Good news: you don’t have to be one to make a difference!
A legacy gift can take many forms and can be tailored to your circumstances. For example, you can leave a specific amount or a percentage of your estate.
And because it is planned for the future, this type of gift can complement the generosity you already show, whether through small or larger donations, without affecting your day-to-day budget.
I want to put my loved ones first…
Your loved ones can remain at the heart of your decisions while your legacy reflects the values that matter most to you.
Planning a legacy gift is a meaningful way to give added purpose to what you leave behind and to make a lasting impact in your community. You can even make it a family conversation by involving your loved ones in your decision.
A legacy gift may also offer tax benefits that can help reduce the taxes owed after your passing. It’s something worth considering as you plan!
I already have a will…
Your priorities can change over time, and that’s perfectly normal. You can update your will so that it continues to reflect what matters most to you.
Your notary can advise you on how to make changes and help you determine which options are best suited to your circumstances.
What’s next?
Whether you’re just beginning to think about legacy giving, considering including the Fondation Santé Urbaine in your will, or have already done so, our team is here to talk with you.
Your commitment to the health of your community can begin today.