Planned Giving

Getting professional help from a legal advisor experienced in will preparation is the easiest way to include a gift in your will, whether or not you already have one. We can also assist you in ensuring that your donation is used as you intended by providing sample bequest language for your will, which you can take to your legal advisor.

What is planned giving?

The definition of planned giving is:

Planned giving is the process of donating planned gifts. A planned gift is a contribution that is arranged in the present and allocated at a future date. Commonly donated through a will or trust.

What are the benefits of giving to charity?

Planned giving has many benefits for you and for Seniors Outreach:

  • Can help reduce taxes on your estate.
  • Does not deplete your current assets.
  • Ensures a lasting legacy after you die
  • Can be modified if circumstances change.
  • You get to decide how your money or other gift is spent.

Create a legacy by leaving charitable bequests.

Planned giving is a wonderful way to make a larger, lasting contribution to a cause you care about.

One of the major benefits of planned gifts is that they provide a promise of future funding for an organization. There are many ways to give a planned gift, but they’re generally left as a bequest in a will. They’re also occasionally given as large sums of money that a nonprofit can either invest or get an ‘income’ from for a long period of time.

We recommend that you contact your financial advisor or lawyer to start preparing your will, or to add a simple amendment to your existing will. Professional advice will also help you maximize the tax advantages of your gift.

To include a bequest to Seniors Outreach & Resource Centre, the following wording will ensure your wishes are carried out.

It is essential that you include the correct name and address:

Seniors Outreach Services Society

115-2065 Benvoulin Court, Kelowna, BC V1W 0A5

Charitable Registration #10796 7622 RR0001

For information or if you have any questions, please contact:

Vi Sorenson, Executive Director

250-861-6180

Lots of Ways to Give

Donate online

Donate Gift Cards

Planned Giving

Sponsor a Senior

Donate Securities

Donate Bottles

Donate a Car

The Charity Hub