Planned Giving: Leave a Meaningful Legacy
- Endowment fund
- Wills
- Donating assets — stocks, bonds, mutual funds
- Retirement funds
- Life insurance policies
legacy gifts
If you want to continue to make a difference to the lives of countless women, children and men in Africa, please consider contributing to our Endowment Fund, or leaving a legacy or planned gift to the Stephen Lewis Foundation.
You can do that by:
- Making a donation to the Foundation's Endowment Fund by indicating your wish at the time of your donation;
- Including the Foundation as a beneficiary in your will for a specific sum or a portion of your estate;
- Donating part of your assets, for example, stocks, bonds, or mutual funds;
- Naming the Stephen Lewis Foundation as a beneficiary of your retirement funds, RRSP, RRIF or pension;
- Naming the Stephen Lewis Foundation as a beneficiary of your life insurance policy.
If you would like more information about planned giving, please call us at 416-533-9292 ext.0 or call toll free at 1-888-203-9990 ext.0.
Please speak to an accountant or financial advisor to understand the impact on your personal taxes of making a bequest. Even more important, we urge you to consult with a lawyer so that he or she can help you put your wishes in the correct legal form.
Endowment funds
The HIV/AIDS pandemic in Africa is now more than 25 years old. And even if a vaccine were discovered tomorrow, the struggle for survival would still be desperate and heartbreaking for decades to come.
The Foundation would like to thank Marly Atkins for launching the Stephen Lewis Foundation Endowment Fund with her generous contribution. It is our hope that this fund will grow and ensure the Foundation's sustainability and therefore that of our partners in Africa. "I am pleased to enclose my cheque as a donation in honour of my late husband Gary Wayne Atkins (1943-2002) who always expressed a sincere, limitless love for all people, especially children. I give this money in order to establish an endowment in perpetuity to the Foundation, an organization that reflects Gary's values as it works to offer hope and assistance to so many in need." Sincerely, |
WILLs
When you write your will, you can make a bequest in the form of cash or property by including the Stephen Lewis Foundation as a beneficiary. You may also make a residual bequest to the Foundation; a residual bequest is a gift of all or a fraction of whatever remains after all debts, taxes, expenses and other bequests are paid. Here is an example of what you can write:
"I give to the Stephen Lewis Foundation, currently located at 260 Spadina Avenue, Suite 501, Toronto, Ontario, M5T 2E4, the sum of $_______ (or ________% of my estate) to be used in support of its general charitable purposes."
GIFTS OF SECURITIES
If you own stocks, bonds, or mutual funds shares that are traded on certain stock exchanges, you can donate them to the Stephen Lewis Foundation. The impact on your taxes is substantial. For more information on donating securities, please click here.
RETIREMENT FUNDS
You may name the Stephen Lewis Foundation as a direct beneficiary of your Registered Retirement Savings Plan (RRSP) or Registered Retirement Income Fund (RRIF).
When naming a charitable organization as the beneficiary of all or a portion of your RRSP or RRIF, the amount donated will not be subject to probate and your estate will receive a charitable donation tax receipt for the total amount given.
To include SLF as the beneficiary of your RRSP or RRIF, simply contact your financial advisor or the institution holding the fund and ask them to change or add to the beneficiary designation.
LIFE INSURANCE POLICY
You can name the Stephen Lewis Foundation as the owner and beneficiary of a new or existing life insurance policy. A gift of life insurance is separate from your estate and has no effect on its assets. Please consult a financial advisor or lawyer for more information.