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.
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. Planned Giving is simple, flexible, has tax advantages, has lasting impact and is personalized.
Planned Giving:
– Can reduce taxes on your estate
- – Doesn’t deplete current assets
- – Ensures a lasting legacy after you pass
- – Can be modified if circumstances change
- – Lets you support Seniors Outreach and your heirs
- – Provides funding for a particular purpose
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 make a planned gift, you will need the following information:
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).
It is essential that you include the correct name and address:
Seniors Outreach Services Society (Operating as Seniors Outreach & Resource Centre)
Mailing address:
115- 2065 Benvoulin Ct, Kelowna, BC V1W 0A5
- Charity # : 107967622 RR 0001
- Society #: S-24667
- Founded: March 02, 1989
- Fiscal year end : December 31
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.
This information provided is general in nature, does not constitute legal or financial advice.
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.
Contact
For more information on planned giving opportunities or to discuss the various ways you can support Seniors Outreach & Resource Centre, please don’t hesitate to contact us.
Ian Gerbrandt, Phone: 250-861-6180