As we look back on our lives, we may wonder: “How will I be remembered?”
Planning a gift in your will can bring a sense of peace and comfort to these contemplations. Leaving a planned gift to United Way Centraide Canada provides you with the opportunity to create lasting meaning by helping future generations across Canada.
For further information on how you can leave a planned gift, or gift of stocks and securities to United Way Centraide Canada, please see below.
Planning your gift
- How do I plan my gift?
There are a few simple ways to plan a gift in your will for United Way Centraide Canada (UWCC). Planning for the future does not require depriving your family and loved ones to accommodate charities, nor does it mean putting a strain you as you put your affairs in order.
Often, people choose to make “residual gifts.” This type of gift constitutes the balance of an individual’s wealth once his/her fixed obligations are met. For example, you could provide a determined amount of money to your children and grandchildren, and leave a percentage of the remaining funds to UWCC.
It is also possible to leave a specific percentage of your estate to UWCC. For example, you may choose to divide your estate into equal portions amongst your children and grandchildren, and donate the final portion to UWCC.
If you have any questions or to discuss legacy giving, please send an e-mail to firstname.lastname@example.org
- How do I name United Way Centraide Canada in my will?
The most effective way to contribute to the future of communities across Canada is through planned giving, also known as granting a legacy or making a bequest. It is up to you to decide how your gift will be used, however a general gift allows United Way Centraide Canada (UWCC) to direct the monies received to the areas of greatest need.
To establish a legacy gift, please instruct your lawyer to include the following statement to your will:
Clause for your will
I give to United Way of Canada – Centraide Canada, 900-116 Albert Street, Ottawa Ontario, K1P 5G3 the sum of $ _______________, or _____________% of the residue of my estate or my property at ____________ in the City of _____________. The disposition of my bequest is to be used by United Way of Canada – Centraide Canada at its discretion.
Note: You can also download this clause in PDF format, or e-mail a link to this page to your lawyer.
UWCC Charitable Number
Our charitable registration number: 119278141 RR 0001
We strongly recommend you consult your lawyer if you are considering including United Way Centraide Canada in your estate plans.
- What resources do I need to provide to my professional advisors?
We recognize the importance and impact of the work of professional advisors, including financial advisors, lawyers, trusts officers and funeral director.
Below you will find United Way Centraide Canada’s legal name & charitable registration to provide to your advisors.
Legal name and charitable registration
Legal Name: United Way of Canada – Centraide Canada
Charitable Registration Number: 119278141 RR 0001
116 Albert Street, Suite 900
Ottawa, Ontario (Canada) K1P 5G3
If you have any questions or to discuss legacy giving, please send an e-mail to email@example.com.
- How do I prepare or revise my will?
Everyone should have a will. A will is crucial in ensuring your assets will go to the people and causes you support.
Your wishes can be amended at any time by making a Codicil to your existing will or by creating a new will. In your will you could bequeath a specific sum of money, a percentage of your estate, stock, or bonds.
Please see “How do I name United Way Centraide Canada in my will” on this page, for sample wording if you would like to leave a gift to United Way Centraide Canada in your will.
We strongly recommend you consult your lawyer if you are considering including UWCC in your estate plans.
- How do I give gifts of stocks and securities?
United Way Centraide Canada (UWCC) can accept publicly-traded securities, including shares, bonds or mutual fund units. If you are considering giving a gift of stock and securities to UWCC, please consult our Notification of Securities Transfer form or contact firstname.lastname@example.org .
UWCC always recommends that you consult with your own financial advisor before initiating any type of donation of securities.