Planned Giving

Choosing the right Planned Giving options

As part of your long-term financial planning, a planned gift can offer you substantial tax and estate planning benefits and allow you to make a larger and more lasting gift to Oxfam. It can be a gift Oxfam receives now, or in the future. It's a way for you to be a key Oxfam supporter while meeting your personal financial goals.

There are several ways you can plan to make a gift to Oxfam. The option(s) you choose depends on your unique circumstances and financial objectives.

Bequest

Make a gift of cash or property by including Oxfam as a beneficiary in your Will. It's one of the simplest Planned Giving options to arrange and it can significantly reduce the tax paid by your estate. If you want your estate to be handled according to your wishes, you should have a Will. Without a Will, a public trustee decides on the distribution of your possessions.

Gift-in-kind

A gift-in-kind is a gift of property such as real estate, securities, artwork, jewelry or collectibles. After independent appraisals, Oxfam will issue you a tax receipt. In some cases,you can receive tax benefits and continue to use the gift during your lifetime.

Life Insurance

You can make a larger gift than you might expect possible by naming Oxfam as the owner and beneficiary of a new or existing life insurance policy The premiums you pay qualify for a tax credit.When you transfer ownership of an existing policy to Oxfam,you receive a tax credit for the cash surrender value.A gift of life insurance is separate from your estate and has no effect on its assets.

Endowment Fund

An endowment fund is a donation which is invested,with the earnings generated on the principal used to support Oxfam's work.You can let Oxfam decide where the earnings are most needed or designate a geographic area. If you desire, your gift to the Oxfam Canada Endowment Fund can be named in your honour in recognition of your support. Or, you may choose to name your gift in memory of a special person.

Charitable Remainder Trust

Your gift of cash or I other property is used to establish a trust.You receive the income from the trust, according to the terms set out when it is established, and a receipt for the remainder. Oxfam receives whatever remains in the trust after your death.

Monthly Giving

You may wish to consider giving regularly through Oxfam's SharePlan program.You determine how much you are comfortable giving every month and authorize Oxfam to deduct it automatically from your chequing account or your Visa or MasterCard. It's easy and effective, and you can change the amount or cancel any time.

Making a World of Difference

You're concerned about our world.You care that many people live without basic rights, like food, water, shelter, You share Oxfam's vision of a world without poverty By making a planned gift to Oxfam, you can help people help themselves now and beyond your lifetime. You can make a world of difference.

To find out more about making a Planned Gift to Oxfam Canada please let us know and we'll send you an information pack.