Leave a Legacy….because the world needs more Georgians.

A Contribution for Future GeorgiansAt Royal St. George’s College, we believe the world needs more Georgians. We’d like you to consider what the College means to you and how you can make a meaningful gift. By leaving a gift in your memory, you are making a significant contribution to the future sustainability of the College. Your legacy gift to RSGC will ensure that we can continue our 50-year-plus tradition of educating future Georgians – inspiring them to become the best version of themselves.

10 things you can do today to leave your legacy gift:

• Prepare a will.

• Leave a gift to RSGC in your will.

• Leave a specifi c dollar amount or a percentage of your assets to the College.

• Consider using assets for your legacy gift.

• Consider RSGC as a benefi ciary of your RRSP or RRIF.

• Name RSGC as the benefi ciary of an existing life insurance policy.

• Purchase a new life insurance policy naming RSGC as the benefi ciary.

• Remember loved ones with memorial gifts.

• Encourage fellow Georgians to remember the College in their wills.

• Before making any fi nancial decision or commitments, contact your fi nancial planner.

Your Legacy Questions AnsweredWho benefi ts from a legacy gift?

A legacy gift benefits everyone. Donors gain a sense of fulfillment knowing they are supporting organizations that make a difference within their communities. Charities obtain more support and, as a result, may sustain and improve their efforts. Finally, the future generations of Canadians, including grandchildren and other family members, can share in a legacy of charitable work that continues to enhance the quality of life for citizens today and in the future.

How do I leave a gift for an organization that is important to me?

By leaving a gift to a charity or not-for-profit organization in your will or estate plan, you ensure your assets continue to help others into the future. Without a will, your property and finances are settled according to federal and provincial laws, which may not coincide with your wishes.

I thought only people in a certain income level could leave a charitable bequest or gift through their estate?

You might think you have to be wealthy to donate to a charity. Not true. Anyone can arrange to leave a charitable gift from their estate, regardless of its size. It can mean a great deal to a cause that is important to you.

Who can help me arrange for a gift to an organization?

Your financial planner, lawyer, accountant or insurance agent can help you leave a gift. These professionals can tell you about tax benefits of planned gifts.

How do I leave a gift in memory of a person or for a specifi c purpose?

A charitable gift is a meaningful way of recognizing someone who has made a difference in your life. You may also

want to give to a specific cause like scholarships or a new building. These kinds of memorial gifts can easily be arranged in your will. You just need to specify that the gift be given in memory of a particular person or for a specific use.

Do I have to include my wish to leave a gift to a specifi c organization in my will?

A charitable bequest will not take effect unless you state your intention in your will. Without a will, you lose control over your property after death. Your property and finances are settled according to federal and provincial laws, whether or not they coincide with your wishes or those of your family.

Do I tell the charitable organization that I have left a gift?

That is up to you. Not-for-profits often like to know in advance so they can recognize your generosity. They can also tell you about opportunities for giving for a specific purpose.

Do I have to have an Estate to leave a legacy gift?

“Estate” can describe any property, money or personal belongings that you have accumulated throughout your lifetime. Anyone can arrange to leave a charitable gift from his/her estate, regardless of its size. There is no such thing as an insignificant gift.

What about my family and immediate heirs?

There are many ways to achieve your charitable goals without taking away from your family and loved ones. There are numerous options and types of planned gifts. Different giving options allow you to give and still provide for family members while receiving tax benefits at the same time.

Sample Bequest Clauses

For a speci� c sum:“My Executor shall pay or transfer to St. George’s Foundation, currently located at 120 Howland Avenue, Toronto, ON M5R 3B5, the sum of $[amount] for its general purposes.”

For a percentage of your estate:“My Executor shall pay or transfer to St. George’s Foundation, currently located at 120 Howland Avenue, Toronto, ON M5R 3B5, [amount] per cent of the rest, residue and remainder of my estate for its general purposes.”

Please have your � nancial or legal advisor review proposed wording to ensure they re� ect your wishes.

St. George’s College FoundationCharitable Registration Number 887281087RR0001

� e St. George’s College Foundation was established in 1988 to support the activities of Royal St. George’s College. As a registered charity with the Canada Revenue Agency, the Foundation’s purpose is to raise, administer and disburse funds and/or income thereon on behalf of RSGC.

Contact Info: For more information or to discuss your legacy gift, please contact:

Maria Jordan, CFREExecutive Director of AdvancementRoyal St. George’s College120 Howland Avenue Toronto, ON M5R 3B5Phone: 416-533-9481 ext. 298 Cell: 416-302-1173Fax: 416-533-3657 mjordan@rsgc.on.ca

Mission Statement: To challenge and inspire each boy to become the best version of himself.

Information in this brochure provided by

Leave a Legacy Canada, a program of the

Canadian Association of Gift Planners

www.cagptoronto.org