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:
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.