In Memoriam Gifts
An In Memoriam gift is a way to recognize someone important to you who has passed away - to remember them and to offer sympathy to others who are grieving.
A legacy gift is a living reminder of someone who cared about their community and supported causes that were important to them. Choosing to leave a gift brings meaning, dignity and purpose to a life well lived.
Deltassist will recognize the honoree through press releases, plaques and letters unless you specifically request to the contrary.
You can use this PDF form (or Word version) to provide us with information about your In Memoriam gift.
Honour Accomplishments
Making a gift to Deltassist is a way to recognize accomplishments, benchmarks (like anniversaries), births or life successes - whether in your own life or the life of a loved one.
These gifts can make a lasting contribution benefiting future generations while at the same time result in significant tax savings for you, the donor.
Deltassist will recognize the honoree through press releases, plaques and letters unless you specifically request to the contrary.
You can use this PDF form (or Word version) to provide us with information about your gift.
Leave a Bequest
A bequest in your will is an opportunity to participate in Deltassist’s meaningful community work, in a way that supports us now and long after you have gone.
Planned gifts can be tailored to fit your individual needs and goals, regardless of financial situation. From very simple arrangements to more complex strategies, a planned gift can offer important estate, financial and personal advantages.
A planned gift is a way for you to support a cause you believe in, in a way you might not be able to accomplish during your lifetime.
Scroll down to learn more about leaving a bequest to Deltassist.
Leaving a Bequest to Deltassist
If you wish to establish a gift to Deltassist in the future with a charitable bequest, it is not necessary to advise us. However we hope you will, as we would certainly want to express our thanks.
Charitable bequests can be in the form of a specific amount of money or property or a residual bequest made up of a portion of the remaining estate after any specific items have been allocated elsewhere.
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!
If you choose not to advise Deltassist ahead of time, you'll need the following information to establish your bequest:
- Our legal name is ‘Deltassist Family and Community Services’.
- We are a registered charity under the Income Tax Act of Canada, with registration number 11888 4170 RR0002.
Gifting Options
You choose the most convenient way to leave your gift. Consider:
- Leaving a bequest to Deltassist in your Will. This can be a dollar amount, a percentage or an asset.
- Naming Deltassist as a beneficiary of your RRSP, RRIF, pension plan or an existing life insurance policy.
- Purchasing a new life insurance policy naming Deltassist as the beneficiary.
- Donating investments such as stocks, bonds or mutual funds to Deltassist.
Things to Know
A charitable bequest must be reflected in your Will. You will need to visit a lawyer or notary to make or update your Will and estate plan.
Deltassist recommends that you seek professional advice from your lawyer, accountant, insurance professional or financial planner to ensure the type and timing of your gift maximizes the tax advantages to you and ensure your intentions are accurately documented.
While Deltassist cannot offer legal advice or assistance with financial planning, we would be happy to work with you and your advisor in creating a legacy gift for Deltassist that achieves your goals.
Be sure to talk to your family members. Make them aware of your intentions so they can support the legacy you plan to leave.
Thank you for considering leaving a legacy to Deltassist. Your gift will ensure Deltassist continues to care for the community, bringing hope and support to anyone who reaches out now and into the future.
Much of the information here on this web page is included in our Leave a Legacy pamphlet (PDF) which you can download and print for your convenience.