A gift that costs nothing to you today could mean the world to endangered species tomorrow

Will Bequests

A charitable bequest is a gift made through your will.  Planned today, a bequest does not affect your cash flow during your lifetime and is only transferred to the Islands Trust Fund after you have passed away.  A lawyer can help you include a bequest in your will that is flexible to any changing needs of your family in the future.  You can modify a bequest if your circumstances change.  Sample bequest language

Bequests are thoughtful gifts that ensure the Islands Trust Fund can continue protecting endangered landscapes in the islands of the Salish sea.  By leaving a bequest to the Islands Trust Fund, your estate receives a tax receipt that can be used to offset up to 100% of your final tax return (including capital gains) with excess amounts applied to taxes from the previous year.

Monetary bequests through your will can take two forms: a specified value of cash, or a percentage of the residue of your estate.  An island landowner can also bequest a property to the Islands Trust Fund to be protected as a nature reserve, or to be sold to generate funds to protect more ecologically sensitive land in the islands.  Please contact our staff if you are thinking of leaving a property in your will to the Islands Trust Fund to determine if the land meets our criteria for protection. 

When planning your estate, please remember the Islands Trust Fund in your will.  By making a final donation to the Islands Trust Fund, you can conserve landscapes on the islands for generations to come.

 

Request More Information

Contact us and we can help you identify ways to give that meet your financial goals and vision for the future.

Jennifer Eliason
Manager
250-405-5191

We recommend anyone contemplating a planned gift talk with an independent financial advisor.  If your advisor is not familiar with an option we describe here, we would be happy to provide additional information to them.

 

Let Us Know Your Plans

Have you already included the Islands Trust Fund in your estate plans?  Please let us know

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Page last updated: 15/04/16
Copyright © The Island Trust Fund.     The Islands Trust Fund is a qualified donee under the Income Tax Act. Donations are tax-deductible as allowed by law.