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Planned Giving

LEAVE A LEGACY THROUGH PLANNED GIVING

Creating a legacy / planned giving campaign is an important part of our overall sustainability plan here at oneROOF Youth Services. The legacy we leave matters to most of us.  We aspire to leave this world a better place.  A legacy of caring and compassion, to inspire others, can be ours long after we have left this earth.

Our committed funders and donors understand the difference they make year after year when they contribute to the work we do.  Via this legacy/planned giving campaign, we ask that you consider continuing to impact our work even after your time on this earth is complete. Your gift will ensure that oneROOF Youth Services is able to continue to provide services to youth who are at risk or experiencing homelessness in our community.  

For more information, please feel free to email, ceo@oneroof.org or funddeveloper@oneroof.org .  We will gladly answer your questions and put you in touch with a professional organization, such as Abundance Canada, that will work with you to guide you on your gift planning journey with oneROOF Youth Services.

Agencies, such as Abundance Canada, will serve you professionally and with integrity to ensure all your philanthropic goals and legacy plans are met.  Highly skilled gift planning consultants will help you review your assets and provide the right gifting solution that’s tailored specifically for your needs and will work to your best advantage.  Whether your donation is simple or more complex, such as a gift in a will or a gift of publicly traded securities, their strategic approach creates a tailored plan that enable you to amplify your charitable giving now and in the future, allowing you, the donor, to make an even greater impact.  They can support all your charitable needs, making the process easy and effective and provide an official receipt for tax purposes. They can also send your gift anonymously, if desired. All consultations are free and confidential with no obligations. There are no commissions, no hidden fees and no products to sell.

“Abundance Canada is a faith-based public foundation registered with the CRA. Since 1974, they have helped individuals be strategic with their generosity to charity, during their lifetime and through their estate.”

Link to Abundance Canada https://abundance.ca  Charity Registration Number: 12925 3308 RR0001

Link to Canada Helps: https://www.canadahelps.org/en/securities/donate          

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What is Planned Giving?

  • Planned giving, is the process of planning a charitable gift so that the donor realizes his/her philanthropic objectives while maximizing on tax and other financial benefits.

  • Most often a planned gift is any gift of importance; made with a great deal of consideration about the benefits to the charity and the financial effects to the donor and family.

  • Planned gifts are often gifts such as bequests, life insurance policies, or annuities. Or it can be a way to invest money so that the donor receives benefits during his/her life and then bequeaths the remaining funds to a charity of his/her choice.

If you are considering leaving a planned gift to oneROOF Youth Services, we encourage you to meet with your family and financial/legal advisors first.

Benefits of Planned Giving

Gift planning can improve a donor's financial position, and enables people to make a bigger impact than they ever thought possible. With sound financial planning, gifts of this nature allows the donor to enjoy a tax advantage, while making a significant difference in their community.

Planned Giving Donor Benefits:

  • Significant tax benefits while maintaining financial security for donor and family

  • Ability to make a larger gift to charity than otherwise might be possible

  • Founding a commemorative gift in the name of someone special

  • Helping to avoid or reduce capital gains taxation

  • Enriching the lives of individuals assisted by the work of registered charities

  • Provide support to a cause or charity and continue to make a difference in the community

  • A legacy gift can be a way of contributing to the future, by starting an endowment fund for the charity of choice and for future sustainability of the organization

  • A legacy gift is an opportunity to ensure your memory lives on

  • To leave your community a better place

Which Planned Giving Option is Right for you?

Bequests/Legacy

  •  A bequest is a gift from your estate directly to the charity of choice. Bequests are a specific gift of personal property or a percentage of your estate.

  • A Legacy is a gift of money from your estate.

Life Insurance

·       Through your gift of life insurance, your gift may result in being many times greater than the premiums you have paid over time.

Gift of Annuity

·       A charitable gift annuity provides you with the opportunity to transfer assets to i.e. oneROOF Youth Services (over the course of your lifetime) in exchange for a tax benefit. Upon death, annuity payments will cease, and i.e. oneROOF Youth Services retains the remaining funds; providing for continued success of the organization.

 Things you can do to leave a planned gift;

·       Prepare a will

·       Discuss with your family and financial/legal advisor your intentions

·       Be specific in your intentions

·       Consider your assets and the tax benefits for your family

·       Consider naming oneROOF Youth Services as your alternative beneficiary

·       Would you like to leave a Memorial gift, a lasting legacy?

·       Encourage others to make a planned gift

Your planned gift will help meet the basic needs of youth, allowing them to move from survival mode to goal setting and making healthy choices. Empower youth to break the cycle of homelessness in its earliest stage to prevent the long term social and financial costs to the youth and our community; and help youth to reach their potential.

Thank you for considering an ongoing partnership with oneROOF Youth Services.