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.
Testamentary Charitable Remainder Unitrust: Have Your Cake and Eat it Too!
We have all heard the saying "You can't have your cake and eat it too." This phrase describes a situation where we want two good things at the same time when that isn't possible. Karen and Stephen felt this way when they were establishing their estate plan. They wanted to pass their estate to family, but they also had a place in their hearts for our charitable mission.Is a testamentary charitable remainder unitrust right for you?
Retirement accounts, such as an IRA or 401(k), make great gifts to fund a testamentary charitable remainder unitrust. The trust will provide income to family while also benefiting charity. If you have questions about this gift option, please give us a call.
*Please note: The names and image above are representative of a typical donor and may or may not be an actual donor to our organization. Since your benefits may be different, you may want to click here to view an example of your benefits.