Build a Legacy Through Planned Giving
Schools of Dreams gratefully accepts legacy gifts such as:
A donation in your will, known as a bequest, allows you to leave a legacy once your needs and those of your loved ones have been met. A bequest is a tax-effective way to support Schools of Dreams, and your estate may claim gifts in the year of death equal to 100 percent of your net income in that year and the preceding year.
For more information on bequest gifts to, please contact:
Barbara Anie, President, barbara.anie@schoolsofdreams.com or call (289) 408-8299
A gift of life insurance is an inexpensive way to create a significant legacy for Schools of Dreams. A modest annual premium paid over time will result in a significant future legacy.
There are two ways to arrange a gift of life insurance. You can transfer the ownership of an existing or new policy to Schools of Dreams, in which case you receive a tax receipt for premiums paid after the date of transfer. Alternately, you can name Schools of Dreams as beneficiary of your policy and receive a tax receipt for the full amount of the proceeds received by Schools of Dreams.
For more information on how you can build your legacy, please contact:
Barbara Anie, President, barbara.anie@schoolsofdreams.com or call (289) 408-8299
Retirement funds can be the most heavily taxed assets you own. However, when Schools of Dreams is designated as a direct beneficiary of a registered retirement savings plan (RRSP) or registered retirement income fund (RRIF), these taxes are offset at the time of death. Your gift will be treated as a charitable donation and Schools of Dreams will issue a tax receipt for the full amount being transferred.
The gift is simple to make—name Schools of Dreams as a direct beneficiary on the plan document and advise the institution holding your retirement account of the change.
Please note: Gifts from a Retirement Savings Plans and Retirement Income Funds transferred directly to a registered charity during the donor’s lifetime are not eligible for a charitable tax receipt at this time.
For more information on how you can build your legacy, please contact:
Barbara Anie, President at barbara.anie@schoolsofdreams.com or call (289) 408-8299