403 ONTARIO ST., UNIT #1, ST. CATHARINES, ON  CANADA  L2N 1L5                        PH:  1-905-687-3914  
     
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  The Difference
Between Making
a Donation and
Making a Difference
 
     

 

WAYS TO DONATE
Your donation will help us provide valuable services and support to a growing number of people with dementia, their caregivers and family throughout the Region of Niagara.  Your help today provides hope for tomorrow.  DONATE NOW!

Donate by telephone
Donate using your credit card over the telephone by calling 905-687-3914 between the hours of 8:30 am to 4:30 pm.

Donate by mail
Your donation by cheque, made payable to ‘Alzheimer Society Niagara Foundation’, can be mailed to:
Alzheimer Society of Niagara Region
403 Ontario Street, Unit #1
St. Catharines ON L2N 1L5

Donate in person
Donations can be made in person at the Alzheimer Society of Niagara Region.
Office Hours: Monday to Friday 8:30 am – 4:30 pm

Donate online
To make a one-time donation online to the Alzheimer Society Niagara Foundation, visit the link below.  You will be re-routed to CanadaHelps.org, a site dedicated to helping non-profit organizations accept secure online donations.  A charitable tax receipt will be sent to you directly via email from CanadaHelps.org.

Monthly Giving
Monthly giving is an easy and convenient way to support the work of the Alzheimer Society of Niagara Region.  When you become a monthly donor, you provide us with a source of income that we can depend on every month  and every gift, large or small, makes on ongoing and significant difference to the lives of those affected by Alzheimer’s disease and related dementias living in the Niagara Region.

Benefits of Monthly Giving

  • Convenient – once you’ve committed to monthly gifts, your donations will be made automatically until you advise us otherwise
     

  • Affordable – many donors find giving smaller monthly gifts are easily managed in their budget and supports this important cause year-round
     

  • Cost-effective – you will receive one cumulative tax receipt after the end of the calendar year; less paperwork and administration means a more cost-effective method of giving

You may set up your monthly gifts to the Alzheimer Society Niagara Foundation through your credit card account or provide post-dated cheques by downloading and submitting our monthly pledge donor form.  You may also choose to set up your monthly payments through CanadaHelps.org.

Memorial Gifts
Donate in memory of a relative, friend, neighbour, colleague or other loved one, and respect his or her legacy by helping others in need.  Memorial donations can be made through a funeral home or directly to the Alzheimer Society Niagara Foundation.  We will send a note to the family informing them of your donation.

Weddings and Special Occasions
The Special Occasion Celebration Program offers couples looking for a meaningful way to acknowledge their special day a variety of ways to give back.  Special Occasions and Weddings can be marked by a donation to the Alzheimer Society Niagara Foundation in a number of ways, including:

  • Donations in lieu of bombonieres or favours

  • Requests for donations instead of gifts for the couple or host

  • Donations in lieu of shower or other gifts

  • Thank you gifts for members of your wedding party

We will personally work with you to develop a customized place card, table sign or donation card that is suitable for your event.  To contact the program coordinator, please call 905-687-3914.

Consider making a donation to celebrate other milestone events – an anniversary, birthday or retirement – with a thoughtful contribution to the Alzheimer Society Niagara Foundation.  Donations can also be made in honour of a loved one.

Create a Lasting Legacy
Leaving a planned gift to the Alzheimer Society Niagara Foundation makes a powerful statement that you care about the future of those afflicted with Alzheimer’s disease and related dementias.  You can leave your own mark on the world by ensuring that vital education programs and support services will continue to improve the quality of life for individuals, families and caregivers in the Niagara Region.

You can plan your charitable gift to provide the greatest benefit to you, your family and the Alzheimer Society. There are many options available that you may wish to consider and may include:

  • Bequests

  • Registered Plans (RRSP's and RRIF's)

  • Life Insurance

  • Endowments

  • Securities and Mutual Funds

  • Charitable Trusts

Please note that information about each of these options is not intended as specific financial planning or legal advice.  When considering one of these giving vehicles it is important to discuss these options with a trusted professional advisor to determine what is best suited for your financial situation.

Through the vision of our planned giving donors, we can make long-term investments in enhancing the quality of life for those living with dementia.  Making a provision for a future gift ensures the sustainability of the Alzheimer Society of Niagara Region’s education and support programs for years to come.  As our way of saying thank you, donors who include the Alzheimer Society Niagara Foundation in their estate plans are offered membership into the Legacy of Memories Society.

Bequests
Just as you may have supported the Alzheimer Society of Niagara Region during your lifetime, you can include a provision for us in your Will.  A bequest in a will may specify a certain sum of money, a particular asset, or a portion of an estate, to be donated to the Alzheimer Society Niagara Foundation. Your gift will continue your support of our mission to support those living with this devastating disease. For suggested bequest language, please click here.

SAMPLE BEQUEST WORDING FOR PROVIDING A GIFT TO THE ALZHEIMER SOCIETY NIAGARA FOUNDATION IN YOUR WILL

 LEGACY BEQUEST:
“My estate trustees shall pay the sum of $_________ (or transfer assets with an equal value) to Alzheimer Society Niagara Foundation, St. Catharines, ON, and the receipt of the person who professes to be the proper person to give a receipt on behalf of the said Foundation shall be a sufficient discharge to my estate trustees for the amount paid or assets transferred.”

RESIDUAL BEQUEST:
“My estate trustees shall pay or transfer the residue (or_________ per cent of the residue) of my estate to Alzheimer Society Niagara Foundation, St. Catharines, ON, and the receipt of the person who professes to be the proper person to give a receipt on behalf of the said Foundation shall be a sufficient discharge to my estate trustees for the amount paid or assets transferred.”

GIFTS OF REGISTERED RETIREMENT SAVINGS PLANS  (RRSPS) OR REGISTERED RETIREMENT INCOME FUNDS (RRIFS):
“My estate trustees shall pay an amount equal to the amounts (if any) standing to my credit in any RRSP’s or RRIF’s to which my estate may be entitled at my death to Alzheimer Society Niagara Foundation, St. Catharines, ON, and the receipt of the person who professes to be the proper person to give a receipt on behalf of the said Foundation shall be a sufficient discharge to my estate trustees for the amount paid or assets transferred.”

LEGAL NAME:
The name you should include in your will to make a bequest is the “Alzheimer Society Niagara Foundation.”  The Foundation is responsible for raising money and performing estate administration on behalf of the Alzheimer Society of Niagara Region.
Charitable Business Number: 812717270RR0001

Registered Plans (RRSPs and RRIFs)
Many Canadians have savings in Registered Retirement Savings Plans (RRSP) and Registered Retirement Income Funds (RRIF) which can often create large tax liabilities in the year of death, since the entire amount of the plan is included in your income in one year.  Arranging for a donation of all or a percentage of your RRSP or RRIF to the Alzheimer Society Niagara Foundation upon your death is an effective way to reduce the taxes payable by your estate.

Contact your insurance agent, accountant or financial advisor to learn more information about how to take full advantage of gifts of registered plans (RRSPs and RRIFs).

Life Insurance
A gift of life insurance is a creative way for you to build our long-term financial strength without diminishing your own - even a relatively small commitment can provide significant benefits for the Alzheimer Society of Niagara Region. There are many ways for you to make a gift using life insurance:

  • You may donate a paid-up life insurance policy that has now outlived its original purpose by naming Alzheimer Society Niagara Foundation as the owner and beneficiary of your policy and receive an immediate tax receipt for the cash surrender value of the policy
     

  • You may gift an existing policy on which premiums are still being paid by transferring ownership to Alzheimer Society Niagara Foundation and receiving tax receipts for all future premium payments
     

  • You may make a gift by purchasing a new policy on your life naming the Alzheimer Society Niagara Foundation as the owner and beneficiary and receiving tax receipts for all future premium payments
     

  • You may also choose to retain ownership of your policy and name Alzheimer Society Niagara Foundation as the direct beneficiary and upon your passing, your estate will receive a tax receipt for the value of the policy
     

  • A gift of life insurance, by either making the Alzheimer Society Niagara Foundation the owner and beneficiary of an existing policy or purchasing a new policy and making annual premium payments, has many benefits. It allows donors to make a significant gift at a fraction of the value from their disposable income. The annual payments are generally modest and eligible for tax credit, giving annual income tax relief.

Endowments
An endowment fund is like a charitable investment fund, where a donation is permanently invested and the income earned each year is used to support the Alzheimer Society of Niagara Region for a purpose that the donor usually designates.

Building an endowment is essential because it ensures that the Alzheimer Society has a stable source of funding to provide specialized programs in the Niagara Region that enhance the quality of life of individuals with Alzheimer’s disease, related dementias and all who love and care for them.

With a minimum gift of $10,000 a named endowment can be established in honour or in memory of a donor, family member or loved one.  It is a deeply personal statement of who you are (or the impact a loved one has had on your life) and what you believe should be supported long into the future.

Securities and Mutual Funds
Thanks to the Federal Budget of May 2006, you no longer pay capital gains tax on gifts of publicly traded securities and mutual funds.  If you own stocks or mutual funds that have grown in value and sell them, you will be required to pay tax on 50 percent of the capital gain.  By donating them to the Alzheimer Society Niagara Foundation, you will eliminate paying any capital gains tax, making this one of the most cost effective ways to donate.


Charitable Trusts
Charitable Remainder Trust
A charitable remainder trust is a way of donating assets (such as bonds, stock securities, mutual funds or real estate) to the Alzheimer Society Niagara Foundation through a trust agreement that enables you to give today, with immediate tax savings, while retaining use of the asset.  After a prescribed period of time or upon your death, the asset is transferred to the Foundation. The result of this planned gift is that you can receive income or use of the property during your life.

Charitable Annuities
A charitable gift annuity can benefit both you and the Alzheimer Society Niagara Foundation.  Depending on your age, a charitable annuity allows you to save tax, enjoy a guaranteed income for life and give a significant gift today.  This type of gift might be appealing if you:

  • Are over the age of 65
     

  • Have accumulated wealth and do not need this portion of your capital to leave for your surviving spouse or heirs
     

  • Are concerned about the amount of tax you pay on your interest-bearing investments
     

  • Wish to increase your after-tax disposable income
     

  • Like the security of fixed, guaranteed income
     

  • Would like worry-free management of your investments
     

How does a charitable gift annuity work?
A charitable gift annuity is a contractual arrangement with a commercial annuity provider.  It will provide you with a tax-preferred annual income guaranteed for life or a specific number of years.  Charitable gift annuities are structured in the same way as regular commercial annuities, but they offer distinct advantages due to a charity’s tax-free status.