What is Planned Giving?

Planned Giving or Charitable Gift Planning happens when:

  • A donor is motivated to make a donation with the belief that the values of an organization align with their own values and that these values should be preserved for the future.
  • A donor works with a Professional Advisor to create a complete and balanced approach to giving that addresses estate, tax and financial planning objectives.

Since planned giving opportunities differ slightly in regards to charities and foundations, and because tax laws change frequently, it is recommended that those considering donations through planned giving consult a professional advisor such as a lawyer, accountant or financial planner.

View a list of local Professional Advisors>> 

Charitable giving can generate significant tax benefits in both annual and estate tax situations - and many people are not aware of these opportunities. Our Charitable Gifts Matrix outlines how each type of gift (i.e. cash, a life insurance policy, a bequest by Will, etc.) benefits the charitable organization, how it benefits the donor, examples of gifts, and who they are appropriate for.

View the Charitable Gifts Matrix>>

Examples of Types of Gifts:

Outright Gift

Gifts of cash, securities or properties can be donated to the Campbellford/Seymour Community Foundation. More info>>

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Wills

No one wants to talk about Wills, but increasingly, forward thinking people are realizing that once they have provided for their family and loved ones, it is important and appropriate to provide for the charities they have supported during their lives. A bequest in your Will lets you do just that. More info>>

Life Insurance Policy

You can donate a life insurance policy to the Foundation, and pay over a period of time, or in a lump sum. Your premiums are considered a charitable donation and will earn a tax credit. More info>>

Establish a Corporate Giving Program

A business may find it advantageous to use the Campbellford/Seymour Community Foundation as a vehicle for its community giving.

Memorial, Testimonial, or Celebration Gift

Donations may be made in honour of an individual or an event.

Tax receipts are issued for your donation.

You may also contact the Campbellford/Seymour Community Foundation Executive Director, Martha Murphy, to learn more about the many ways you can give.

The Campbellford/Seymour Community Foundation adheres to the ‘Standards of Professional and Ethical Practice’ as per guidelines set by the Canadian Association of Gift Planners.