Planned Giving & Gifts of Securities
What is Planned Giving?
Planned giving is simply the commitment to leave a gift to the charity of one’s choice. It allows you to structure your gift in a way that maximizes tax benefits and helps you to achieve your personal financial goals, while giving vital support to a cause in which you believe.
A planned gift is a creative and flexible way to make a contribution that, with careful planning, can reduce tax burdens and be made without affecting your current financial circumstance.
Your planned gift to the LPCC is an investment into the next generation, ensuring that women and men facing an unintended pregnancy will have somewhere to go to receive accurate information on their options and support through the decision-making process and beyond.
For more information please contact us at (403) 942-1819 or email firstname.lastname@example.org
Gift of Securities
The Lethbridge Pregnancy Care Centre gratefully receives gifts in the form of securities such as stocks and mutual funds. These securities must be transferred first to the LPCC, not cashed in, to receive the tax benefits.*
Determining when and how to make a gift of securities and which securities to donate will depend on your personal choice. If you are considering making a gift via the transfer of securities, the LPCC encourages you speak with your financial advisor to ensure that your financial situation and those of your dependents are considered.
You can request the donation form from Melissa at Hass Wealth Advisory Group of RBC Dominion Securities by email at email@example.com or by fax at 403-317-4333 or call 403-317-4312.
*As per LPCC policy, the date of donation will be established as the date the shares are received in the LPCC brokerage account. Fair market value of the shares will be based on the closing price of the shares recorded on the day the shares are received into the LPCC’s brokerage account.