Bequest and Memorial Gifts to Deltassist
In Memoriam gifts provide an opportunity to recognize people that are important to us.
They show remembrance and offer sympathy for the alive and grieving. They can also recognize accomplishments or life successes.
The honoree is recognized through press releases, plaques and letters unless specific requests are made to the contrary.
How to start a Memorial Gift
Establish a gift to Deltassist in the future with a charitable bequest. It is not required that Deltassist be advised although we certainly would want to express our thanks and thanks on behalf of all those who would be helped.
Charitable bequests have taken the form of a specific amount of money or property. They have also taken the form of a residual bequest made up of a portion of the remaining estate after any specific items.
Your bequest can be aimed at a specific area of Deltassist’s work or allowed to be used for work most in need. If the bequest is to be aimed at a specific area we would appreciate the opportunity to discus this with you in an effort to assure we do the best job possible to meet your expectations by planning the use of the funds or planning the use of the income from the funds appropriately.
Charitable bequests of property, securities, or assets frequently have issues of value and timing. Deltassist would obviously appreciate any advice you could give about these. If your bequest takes the form a life insurance policy please be sure to contact your life insurance agent to review the type of tax credit you will be eligible for. A gift of traded securities, like stocks, bonds or mutual funds can be the most cost effective way transfer value because of combined benefit of a tax receipt for the entire amount and not having to pay tax on the capital gain. Please contact your accountant and broker with details of the securities involved to get the exact implications.
Be assured in all cases we would like to shake your hand and thank you!
For the purposes of those choosing not to advise Deltassist ahead of time, our legal name is ‘Deltassist Family and Community Services’ and we are a registered charity under the Income Tax Act of Canada (registration # 11888 4170 RR0002).