Bequest Instructions
Last updated
Last updated
GiveWise Foundation Canada makes it simple to leave a legacy through our Bequest Instructions. This document outlines how donors can name GiveWise as a beneficiary in their will, ensuring that their generosity continues to make an impact while simplifying the process for their executor and family members.
Name GiveWise in Your Will:
Specify "GiveWise Foundation Canada" as a beneficiary in your will.
Include an instruction for your executor to contact upon your passing.
Complete the Bequest Instructions Worksheet:
Indicate whether funds should be added to an existing Giving Fund or if a new Giving Fund should be created.
Provide details about the executor or administrator, successor advisors, and fund disposition preferences.
Submit the Completed Form:
Email the signed and completed form to .
Additional pages are available if you need to list more successors or charities.
Flexibility: Allocate funds to multiple charities, name successor advisors, and set timelines for fund distribution.
Simplification: Minimize the administrative burden on executors and family members by consolidating charitable gifts into one point of contact.
Tax Efficiency: Ensure compliance with Canadian tax regulations while maximizing the impact of your legacy gifts.
If you have questions or need assistance with completing the Bequest Instructions, please contact:
Dan Kyte Director of Finance and Investments Email: