Please contact us if you would like additional information or let us know if you have given to us in the past.
Contact Us
Manita Swati
Planned Giving Manager
647-761-1726
[email protected]
Stock Transfer Notification Form
If you plan to transfer a gift of stock to our organization, please fill out our notification form.
Transferable on Death (TOD) Gifts
Harold and Jeanne married after meeting at an event The Citizens Foundation, USA held for our donors. They wanted to leave a legacy gift that would support our mission and ensure that we remain financially strong well into the future.Jeanne: We talked to our investment advisor about planning goals and explained that we wanted to support The Citizens Foundation, USA. Our advisor suggested a simple solution naming The Citizens Foundation, USA as a beneficiary of one of our mutual funds.
Harold: I like knowing that if I pass away, Jeanne will have enough to meet her needs. We both like knowing that The Citizens Foundation, USA will receive the mutual fund after both of us pass away. We couldn't be happier with our giving strategy.
Is a transferable on death (TOD) gift right for you?
If you own stocks, bonds or mutual funds and would like to make a gift to leave a legacy and support The Citizens Foundation, USA, consider a transfer on death gifting strategy. If you have questions about transfer on death giving strategies, please contact us. We would be happy to assist you and answer any questions that you have.
*Please note: The name and image above is representative of a typical donor and may or may not be an actual donor to our organization. Since the benefits of a TOD gift may differ depending on your personal circumstances, please consult with your legal, tax or financial advisor.