Thank you for considering making a planned gift to Seniors Outreach & Resource Centre. Your contribution will help us continue providing essential support and resources to seniors in need.
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. Planned Giving is simple, flexible, has tax advantages, has lasting impact and is personalized.
– Can reduce taxes on your estate
Your planned gift can make a significant impact in the lives of seniors in our community, ensuring they receive the care and support they deserve. Whether you choose to leave a bequest in your will, designate Seniors Outreach as a beneficiary in your retirement plan or life insurance policy, or opt for other planned giving options, your generosity will create a lasting legacy.
To include a bequest to the Seniors Outreach and Resource Centre, the following wording will ensure your wishes are carried out.
I give to Seniors Outreach Services Society, the sum of ($ amount).
I give all (or a specific percentage or shares) of the residue of my estate to Seniors Outreach Services Society.
I give (insert a specific sum, all or a portion of the residue of my estate) to Seniors Outreach Services Society to be used for a purpose related or benefit to (insert specific purpose).
Seniors Outreach Services Society (Operating as Seniors Outreach & Resource Centre)
115- 2065 Benvoulin Ct, Kelowna, BC V1W 0A5
There are many ways to build your legacy including bequests, endowments, life insurance and more. We strongly encourage you to seek professional legal, estate planning and/or financial advice before deciding upon your course of action. Talk to your trusted advisors to find out which option is best for you. You can 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.
Your support is genuinely appreciated and will make a meaningful difference in the lives of seniors. Thank you for considering Seniors Outreach & Resource Centre in your planned giving journey.
If you feel comfortable sharing your legacy gift, please contact Seniors Outreach. We’d like to thank you for your generosity and include your name annually in our Impact Report as an inspiration to others.