Planned gifts

Planned gifts

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In the broadest sense, the term “planned gift” means any gift that has been the subject of financial, tax or estate planning.

The Canadian Association of Gift Planners gives us this definition:

“A planned gift is the culmination of a process of planning charitable gifts, whether immediate or future, which reflects the desires and philanthropic goals expressed by the donor and reflects her or his personal context, family and tax situation.”

You can make arrangements for any of the following types of planned giving:

  • Charitable bequest

A fixed amount,

A percentage of your estate or all of it,

An asset: property, antiques, artwork, etc.

A donation of a life insurance policy,

A donation from a RRSP or a RRIF,

A percentage of your retirement fund, etc.

  • Life insurance
  • Charitable gift annuity
  • Listed Securities or real estate

Find more information on the following pages:

What is a planned gift?

Why plan a gift?

Different types of donations

What is the purpose of a planned gift?

Who plans a gift?

How to plan a gift?