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Leave a legacy public presentation


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Leave a legacy public presentation

  1. 1. LEAVE A LEGACY™ Southeastern Ontario Make a Difference in the Lives that Follow Visit us at
  2. 2. LEAVE A LEGACY™ <ul><li>A national community based effort that encourages people from all walks of life to make an estate gift to the not-for-profit of their choice. LEAVE A LEGACY™ is not a charity. </li></ul><ul><li>Simply put, the message is: “Leave something to charity in your will or estate plan”. </li></ul>
  3. 3. More about LEAVE A LEGACY™ <ul><li>LEAVE A LEGACY™ is a national Public Awareness program of the Canadian Association for Gift Planning (CAGP-ACPDP ™) that encourages collaboration among not for profits, charities and professional advisors inviting Canadians to: </li></ul><ul><li>Make or update their will </li></ul><ul><li>Leave a gift in their will, life insurance or other estate plans to charitable organizations of their choice </li></ul><ul><li>Provides partnership among charities large and small and advisors of all specialties who are interested in helping people with their charitable planning </li></ul>
  4. 4. Why LEAVE A LEGACY™ <ul><li>80% of Canadians give to charity during their lifetime </li></ul><ul><li>7% of Canadians leave a gift to charity in their estate plans </li></ul><ul><li>43% say they would leave a gift in their estate plan if asked – we’re asking you now to consider your legacy gift – to benefit a cause that is important to you </li></ul>
  5. 5. Objectives of LEAVE A LEGACY™ <ul><li>To encourage the citizens of Southeastern Ontario to make estate gifts to the charities of their choice </li></ul><ul><li>Help individuals realize that anyone can plan an estate gift regardless of its size </li></ul><ul><li>To raise awareness among professional advisors of the benefits to clients and their communities </li></ul><ul><li>To help charities seek, administer and steward bequests and other estate gifts </li></ul>
  6. 6. Ways to Give <ul><li>Cash </li></ul><ul><li>Publicly Listed Securities </li></ul><ul><li>Life Insurance </li></ul><ul><ul><li>Charity as beneficiary </li></ul></ul><ul><ul><li>Charity as owner and beneficiary </li></ul></ul><ul><li>Bequest of RRSP/RIF Accumulations </li></ul><ul><li>Charitable Gift Annuity </li></ul><ul><li>Bequest by Will </li></ul><ul><li>Other Gifts (Real Estate, Remainder Trust) </li></ul>
  7. 7. A Regional Initiative – Southeastern Ontario <ul><li>Trenton, Belleville, Cobourg, Picton, Napanee, Kingston, Perth and Smiths Falls, Brockville and all points in between…together we can make a difference! </li></ul>
  8. 8. How Do I Get Involved? <ul><li>Check out ; consider your own legacy gift </li></ul><ul><li>Members of CAGP-ACPDP™ automatically have privileges to use and purchase material at discounted prices. </li></ul><ul><li>Become a Partner/Sponsor – annual partnership/sponsorship is being encouraged. </li></ul>
  9. 9. Remember when you dreamed about being a hero and saving the world? When you were small no problem was too big, heroes were faster than locomotives and planetary salvation was just a bound away. You’re all grown up now and reality has set in. Still, deep down inside, you have the instinctive need to use your powers for world good. Visit us at