Leave a Lasting Impact

Consider a Legacy Gift to Olive Tree Foundation

What is a Legacy Gift?

A legacy gift, also known as a bequest, allows you to make a future donation to a cause you care about, like Olive Tree Foundation. These gifts are typically designated in your Will, a legal document outlining how your assets will be distributed after your passing. It also allows you to specify how your loved ones and dependents will be cared for.

Make a Difference While Caring for Your Loved Ones

Many Canadians dedicate themselves to a worthy cause throughout their lives. A legacy gift allows you to make a significant contribution beyond what you might think possible, without impacting your current financial situation or your loved ones' inheritance. Even a small portion of your estate can make a lasting impact on future generations through Olive Tree Foundation.

How to Include Olive Tree Foundation in Your Will

    • Percentage of your estate: Donate a specific percentage of what remains after debts and other bequests are settled.

    • Residual gift: Donate what remains after all other bequests are fulfilled.

    • Specific sum of money: Donate a fixed dollar amount.

    • Tangible asset: Donate a piece of property, jewelry, or artwork.

    • Maintain control of your assets during your lifetime.

    • Make a substantial contribution with minimal impact on your loved ones' inheritance.

    • Potentially reduce estate taxes.

    • The flexibility to modify your bequest if your circumstances change.

  • To assist your lawyer, here's a sample bequest clause you can use:

    “To pay to Olive Tree Foundation (Canadian charitable registration number: 85733 4700 RR0001) % of the residue of my estate [or the sum of $_____]. This gift is to be used for such purposes and designs as deemed appropriate by the Olive Tree Foundation.”

    Important Information for Your Lawyer

    • Our legal name: Olive Tree Foundation

    • Charitable registration number: 85733 4700 RR0001

    • Address: 7025 Markham Road, Suite 205, Markham, ON L3S 0C3

  • Discuss your wishes with your family and loved ones.

    1. Consult your lawyer to draft or update your Will or add a codicil (an amendment).

    2. Let Olive Tree Foundation know about your generous gift. We appreciate your support and will ensure your privacy is respected.

      Please note: This information is for general guidance only and does not constitute legal or financial advice. We recommend consulting with a professional legal, estate planning, or financial advisor before finalizing your decisions.

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