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Bequests

You can make a significant gift that might not have been otherwise affordable during your lifetime by naming Inclusion Canada a beneficiary in your Will. A bequest gift will also generate significant tax credits that will help offset the final taxes payable by your estate.

Life Insurance

By naming Inclusion Canada as the beneficiary on an existing life insurance policy, the policy proceeds will go directly to Inclusion Canada upon your passing, and your estate can use the resulting tax credits to offset up to 100% of taxable income owed.

Appreciated Securities

Funding a charitable gift with appreciated securities is often a better option for funding an outright gift than writing a cheque, because of reduced taxation on capital gains.

Ways To Give

Read more information about each way to give below the boxes.

Why I Joined the Heritage Society

Why I Donated Securities

Bequests – The Simplest Way to Give

By including Inclusion Canada in your Will, you can make a meaningful gift that may not have been possible during your lifetime. A bequest not only creates lasting impact—it also provides valuable tax credits that can help reduce the final taxes owed by your estate. 

Benefits:

  • Make a meaningful donation without affecting your current income or assets 

  • Maintain flexibility—bequests can be changed at any time 

  • Simple to arrange and easy to add to your Will 

If you’ve included Inclusion Canada in your estate plans, we’d love to hear from you. Sharing your intentions allows us to express our gratitude and keep you connected to the impact of your future gift. 

To discuss making a bequest or starting a fund in your family’s name, please reach out to us at giving@inclusioncanada.ca 

Bequests
Life Insurance
Appreciated Securities

Please note: This information is not intended as legal or financial advice. We strongly encourage you to consult with qualified legal and financial professionals to determine the best approach for your individual circumstances. 

Frequently Asked Questions

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