PLANNED GIVING

Carefully planned gifts will make a lasting difference for generations to come while maximizing your tax benefits in the present.

Mission inclusion’s planned giving program has built a strong reputation for excellence over the past 40 years, notably through the sound management of its funds. We will work with you right from the start. Together we will assess the best way to give, based on your personal financial situation and philanthropic goals.

Carefully planned gifts will make a lasting difference for generations to come while maximizing your tax benefits in the present.

Mission inclusion’s planned giving program has built a strong reputation for excellence over the past 40 years, notably through the sound management of its funds. We will work with you right from the start. Together we will assess the best way to give, based on your personal financial situation and philanthropic goals.

Do you know about the different
types of planned giving?

There are many types of planned gifts. They all allow you to perpetuate your values and continue to improve the world for the most disadvantaged, while enjoying attractive tax benefits.

Charitable Annuities

Plan your future with an investment that turns your capital into stable tax-free or low-tax income. It’s a strategy that really pays off!

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Gifts in Your Will

By including a gift in your will, you have the opportunity to pass on your values to future generations and play a meaningful role in shaping a better future.

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Donating Securities

A gift of securities is a great option if you own publicly traded stocks, bonds or mutual funds that have appreciated significantly in value over the years.

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Gifts of Life Insurance

Gifting a life insurance policy is a good way to make a significant donation at low cost and with significant tax savings.

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Endowment Funds

Creating an endowment fund is one of the best ways to make a lasting contribution to human dignity. Your capital will be invested and preserved in perpetuity or per your instructions. All the income your fund generates will be donated to the cause designated by you or your loved ones.

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Donations in Memory

If you have lost a loved one, a donation to an organization they cared about can be a fitting way to honour their memory. Mission inclusion will notify the family of the donation in memory.

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