leave a legacy public presentation

9
LEAVE A LEGACY™ Southeastern Ontario Make a Difference in the Lives that Follow Visit us at www.leavealegacyseo.ca

Upload: leave-a-legacy-southeastern-ontario

Post on 31-Oct-2014

842 views

Category:

Education


0 download

DESCRIPTION

Public Presentation Feb 2012

TRANSCRIPT

Page 1: Leave a Legacy Public Presentation

LEAVE A LEGACY™ Southeastern Ontario

Make a Difference in the Lives that Follow

Visit us at www.leavealegacyseo.ca

Page 2: Leave a Legacy Public Presentation

LEAVE A LEGACY™ • 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.

• Simply put, the message is: “Leave something to charity in your will or estate plan”.

Page 3: Leave a Legacy Public Presentation

More about LEAVE A LEGACY™•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:

• Make or update their will

• Leave a gift in their will, life insurance or other estate plans to charitable

organizations of their choice

•Provides partnership among charities large and small and advisors of all

specialties who are interested in helping people with their charitable planning

Page 4: Leave a Legacy Public Presentation

Why LEAVE A LEGACY™

• 80% of Canadians give to charity during their lifetime

• 7% of Canadians leave a gift to charity in their estate plans

• 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

Page 5: Leave a Legacy Public Presentation

Objectives of LEAVE A LEGACY™• To encourage the citizens of Southeastern Ontario

to make estate gifts to the charities of their choice

• Help individuals realize that anyone can plan an estate gift regardless of its size

• To raise awareness among professional advisors of the benefits to clients and their communities

• To help charities seek, administer and steward bequests and other estate gifts

Page 6: Leave a Legacy Public Presentation

Ways to Give• Cash• Publicly Listed Securities• Life Insurance– Charity as beneficiary– Charity as owner and beneficiary

• Bequest of RRSP/RIF Accumulations• Charitable Gift Annuity• Bequest by Will• Other Gifts (Real Estate, Remainder Trust)

Page 7: Leave a Legacy Public Presentation

A Regional Initiative• Trenton, Belleville,

Cobourg, Picton, Napanee, Kingston, Perth and Smiths Falls, Brockville and all points in between…together we can make a difference!

Page 8: Leave a Legacy Public Presentation

How Do I Get Involved?

• Check out www.leavealegacyseo.ca; consider your own legacy gift

• Members of CAGP-ACPDP™ automatically have privileges to use and purchase material at discounted prices.

• Become a Partner/Sponsor – annual partnership/sponsorship is being encouraged.

Page 9: Leave a Legacy Public Presentation

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 www.leavealegacyseo.ca