What is a Charitable Bequest?
A charitable bequest is a gift made to a nonprofit or a charity through a will or trust. Designating FINCA Canada as a primary beneficiary on your will is an easy way to leave a legacy gift that will make a lasting impact.
Another option can be to designate FINCA Canada as a full, partial or contingent beneficiary of your retirement account. You can also choose to name FINCA Canada as a beneficiary of your life insurance policy.
- Receive an estate tax charitable deduction
- Reduce the burden of taxes on your family
- Leave a lasting legacy to FINCA
- Continue to use the asset or property you will leave to charity, during your life
You can designate FINCA Canada as the beneficiary of your asset by will or trust.
If you have any questions about making a charitable bequest, we are happy to assist.
If you have made a charitable bequest to FINCA Canada, we would like to thank and recognize you for your future gift. Please email with your gift details at [email protected]
Bequests of real estate, personal property, business interests and cash are typically made by way of a will, revocable trust or even a simple codicil to your current estate plan.
Other bequests, such as those involving retirement assets, insurance policies, bank accounts and stocks and bonds, are typically made by completing the appropriate beneficiary designation form. Please contact your retirement plan administrator, life insurance company, bank or investment broker and ask them to send you the appropriate “beneficiary designation” form. You will need to complete and sign the form and then send it back to whom originally sent you the form.
When the bequest property is transferred to FINCA Canada, the full value of this gift will be transferred tax-free and your estate will receive an estate tax charitable deduction.
Other Ways to Give
Make a Gift of Stock
Making a gift of stock is a tax-effective way to use your existing assets to benefit FINCA’s mission.
Give Through Your DAF
If you have a Donor Advised Fund, there is no better time than right now to put the money to work.
Make a Planned Gift Today
Create a legacy that ensures your impact for years to come.
Align Your Organization with FINCA Canada
Collaborate with us to solve some of the world’s biggest problems.