Bequest Instructions
Bequest Instructions: Leave a Legacy with GiveWise
Overview
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.
How to Use the Bequest Instructions
Name GiveWise in Your Will:
Specify "GiveWise Foundation Canada" as a beneficiary in your will.
Include an instruction for your executor to contact [email protected] 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 [email protected].
Additional pages are available if you need to list more successors or charities.
Benefits of Using Bequest Instructions
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.
Contact Us
If you have questions or need assistance with completing the Bequest Instructions, please contact:
Dan Kyte Director of Finance and Investments Email: [email protected]
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