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Planned giving

Leaving a lasting legacy

Are you concerned about the welfare of animals? Do you agree that animals should always be protected from cruelty, abuse and neglect? Then you can help us continue to speak for those who cannot speak for themselves now and beyond your lifetime.

How? By making a planned gift to the Upper Credit Humane Society.

A planned gift maximizes the benefits of a charitable gift for you through substantial tax and estate planning benefits. At the same time, it allows you to make a long lasting gift to the UCHS.

There are several ways you can make a planned gift

Will

This is a gift made through the will. You can make a gift of cash or property with the Upper Credit Humane Society as the beneficiary.

Gift of life insurance

You can make us the owner and beneficiary of a new or an existing life insurance policy. The premiums you pay qualify for a tax credit.

Charitable gift annuities

A gift annuity returns a competitive rate of income to you, most if not all of which is tax-free and a residual which can go to the Upper Credit Humane Society.

Charitable remainder trust

You may wish to set up a trust and name the Upper Credit Humane Society as a beneficiary at the time the trust is to be distributed. You receive the income from the trust and we receive whatever remains in the trust after you pass away. One of the tax advantages to this planned gift includes a donation receipt at the time the gift is made.

Major gift-in-kind

This can be a gift of property, e.g. real estate, works of art, jewellery, etc. We will issue a tax receipt after independent appraisals.

Donate securities

You can deduct the full value of the stock as a charitable donation and you don’t have to pay capital gains tax.

For more information, please contact us at board@uppercredit.com We also suggest that you consult your lawyer, financial planner, accountant or other professional financial advisors.

 

The Upper Credit Humane Society is a registered charity. Our charitable registration number is 893738872RR0001.