Legacy Gift

LEGACY GIFT: MAKING A GIFT IN YOUR WILL AND PLANNED GIVING FOR THE FUTURE

Legacy Giving through Amistad Canada provides Canadians an opportunity to donate to several specific Mexican charitable organizations in a thoughtful, planned, and meaningful way.

These specific non-profit organizations work hand in hand with Amistad Canada in different parts of Mexico to improve the lives of their beneficiaries and would greatly benefit from your Legacy Gift. Please refer to the list of “Partners” to learn more about their missions and where they are located within Mexico.

WHY MAKE A LEGACY GIFT?

Your legacy gift will continue long after you are gone. It will help provide a healthier life for Mexicans whose future may be in jeopardy because of poverty.  Your legacy gift may be one of the most valuable gifts you will ever make and if done correctly can significantly reduce estate taxes.

WHAT YOU NEED TO CONSIDER WHEN MAKING A LEGACY GIFT?

• Personal wishes
• Financial obligations
• Family needs.
• Tax situation.

EXAMPLES OF LEGACY GIFTS:

• Cash
• Life Insurance.
• Pension Plan
• RRSPs, RRIFs, LIF, TFSAs
• Canadian or Mexican Real Estate.
• Other property of value

HOW TO SUCCESSFULLY DESIGNATE YOUR LEGACY GIFT TO AMISTAD CANADA IF YOU ALREADY HAVE A WILL OR NEED ONE:

• Cash in Mexico – your Mexican Will
• Cash in Canada – your Canadian Will
• Life Insurance – by a Change of Beneficiary Form*.
• Pension Plan – by a Change of Beneficiary Form*.
• Registered instruments – by a Change of Beneficiary Form*.
• Mexican Real Estate – your Mexican Will.
• Canadian Real Estate – your Canadian Will
• The ‘Change of Beneficiary Form’ allows you to designate more than one beneficiary.

QUESTIONS?

Please contact our Treasurer regarding a Legacy Gift:

June Oliver, CPA (retired)

Joliver65@me.com