Legacy and Planned Giving

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Legacy Giving

Will you leave a legacy of faith?
In gratitude for God's many blessings during your lifetime, you are encouraged to create a legacy of faith - a gift that will continue to support God's mission and ministry in the world. In the Diocese, gifts are welcomed to support its programs and projects.

In your parish, as examples, your gift could support an endowment fund, building fund, ministry programs, outreach projects, youth ministry, the music program or Christian education programs. In the Diocese, you can support Youth Ministry, Curacies, our Embracing God's Future Roadmap, Crosstalk and the Community Ministries to name a few. Gifts are also welcome in support of General Synod, PWRDF, Giving with Grace, Anglican Journal or the Anglican Foundation.

When you make a legacy gift, it refers to gifts made from assets accumulated during your lifetime rather than writing a cheque from current income. Usually these gifts are bequests in a will and are part of an overall estate plan, but many people are discovering the joy and the advantages of giving now using available legacy gift planning approaches.

What is Legacy and Planned Giving?
For more information, along with detailed descriptions of Legacy and Planned Giving Vehicles, click on this link, Gift Planning Vehicles.

Legacy and Planned Gifts are typically made by:

A Will & Bequest
The last will and testament provides for family and other loved ones. You can leave a gift to the Church through a bequest in your will. For more information see the Planning the Legacy of Your Faith Guide for Parish Members and the Legacy Brochure. Both of these documents can be customized and made available for your congregation

Other ways to make legacy and planned gifts are:

Appreciated Securities
When you donate appreciated securities to the Church, you get a tax receipt for the full market value of the gift and pay NO tax on the gain derived from gifting the securities. It is the most tax-effective way to make a donation.

Charitable Remainder Trust
Unlike a future bequest in your will, for which you get no tax benefit now, a charitable remainder trust provides you with a large donation receipt in the year you make your gift, and you'll also continue to receive the trust income for life. On your death, the trust asset goes to the church. You can use cash, securities or real estate to fund a trust gift to the Church.

Life Insurance
Gifts of life insurance truly make an impact on ministry, often for a very small payment. Donors who want to really make a difference to the lives of people in their faith community choose the gift of life insurance to create that impact because they are able to give significantly larger gifts than they might otherwise be able to make. You can write new insurance or use paid up policies that are an idle asset to create a win/win situation for your financial and estate tax planning and for the Anglican Church. Your gift of life insurance could support General Synod, the Diocese of Ottawa, your parish or related groups.

Retirement Plan Gifts: RRSPs or RRIFs
Your RRSP or RRIF surplus can be a gift to the Church-tax free. Ordinarily the surplus, at death, is taxed as income - often at the highest marginal tax rate. By designating your parish or the Diocese as beneficiary, you will be creating a significant gift and eliminating the tax payable on death. Probate fees and will challenges are also avoided by choosing this option.

Memorial Gifts
This type of gift is often given at the time of death as a means of expressing your sympathy to the bereaved as well as seeking to perpetuate the memory of the deceased. This gift is presented in loving memory of a deceased family member, relative, or friend.
Resources For Introducing Legacy and Planned Giving To Your Congregation:

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