Planning a Gift

Planning ahead for a meaningful gift

When you plan ahead and leave a gift to Mount St. Mary Foundation in, you are leaving a legacy of compassionate, loving care that will last for many years to come.

The most frequent type of planned gift is a bequest – naming the Mount St. Mary Foundation as a beneficiary in your will.

Your lawyer can change your existing will, or help you write a new one that bequeaths a portion of your estate to Mount St. Mary Foundation. Your estate receives a donation receipt for the full amount of the bequest, which can significantly reduce any tax payable on your final tax return. Your advisor or lawyer can help you decide which of the several types of bequest is best for you.

By letting us know that’s you’ve left a bequest to Mount St. Mary Foundation, you become a member of our Heritage Circle and encourage others to do the same.

What are the advantages of a bequest?

You can give and save at the same time.

Making a bequest to Mount St. Mary Foundation lets you support a cause you believe in, fulfill your charitable giving goals, realize the best possible tax benefits, and meet your own financial and family needs.

Your gift, whether you give it now or later, is appreciated the moment it is received and treasured for years to come.

If you would like to know more about leaving a bequest to Mount St. Mary Foundation, please contact Mandy Parker at 250-480-3138 or mparker@msmfoundation.ca.

Mount St. Mary Foundation
861 Fairfield Road
Victoria, BC V8V 5A9
www.msmfoundation.ca