Planned Giving and Bequests
A poignant message
“Our father was always very sensitive to the human condition. Throughout his life, he was involved in many charities, which he supported through donations and his volunteer work. That is why he decided to include Little Brothers in his will, in order to improve the lives of seniors with no family or friends. We were profoundly saddened by his death in April 2009, but his generosity to Little Brothers survives him and comforts us.”
Claude and Hélène Jean, remembering Paul-E. Jean (1937–2009)
WHAT IS A PLANNED GIFT?
We recommend that you talk to a legal or financial expert to find out how to maximize the effectiveness and impact of your donations, both now and posthumously. Your advisor can guide you in making the best choices based on your individual circumstances and your specific wishes.
IF YOU HAVE ALREADY REMEMBERED LITTLE BROTHERS IN YOUR WILL, PLEASE LET US KNOW. THANK YOU FOR YOUR GENEROSITY.
Little brothers legagy CLUB
Join the Legacy Club – a circle of donors who have included Little Brothers in their estate planning. Your generosity is greatly appreciated and will be acknowledged in select ways that take the private nature of your gift into consideration.
INTERESTED IN FINDING OUT MORE ABOUT PLANNED GIVING?
Feel free to contact us at your convenience. We would be happy to answer any questions you may have. All enquiries are obligation-free.
BEQUESTS: CONSIDERABLE DONOR BENEFITS
Are you thinking of joining the group of generous individuals who have set aside a part of their estate to help us further our mission? These community-minded men and women will be making a difference in the lives of our Elder Friends for generations to come.
A charitable bequest can be part of an effective tax planning strategy for you and your family. Various types of donations are tax-deductible, in whole or in part.
- Specific bequest: A fixed amount of a specific asset.
- Residuary bequest: All or a percentage of the net estate.
- Universal bequest: All of the assets in an estate divided among the named beneficiaries.
If you already have a will, you can have a special codicil drafted to make provision for Little Brothers.
To name Little Brothers as a beneficiary in your will, please identify the organization as follows: “the charitable organization known as Little Brothers (Les Petits Frères des Pauvres), the head office of which is located at 4624 Garnier Street, Montreal, QC H2J 3S7.”
OTHER TYPES OF PLANNED GIFTS
- Listed securities: Publicly traded shares, mutual fund units, bonds or other securities (the capital gain arising from a donation of publicly traded securities has been tax-exempt since 2006).
- Life insurance: A policy listing Little Brothers as a beneficiary.
- RRSP/RRIF: Retirement fund or plan that names Little Brothers as a beneficiary.
- Property and valuables: Land, buildings, equipment, works of art, etc.
Little Brothers is accredited under Imagine Canada’s National Standards Program. More than 200 Canadian charities and nonprofits have earned this accreditation by demonstrating excellence in five areas, namely board governance, financial accountability and transparency, fundraising, staff management and volunteer involvement.