# Bequest Instructions

## Bequest Instructions: Leave a Legacy with GiveWise

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#### 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.

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#### How to Use the Bequest Instructions

1. **Name GiveWise in Your Will:**
   * Specify **"GiveWise Foundation Canada"** as a beneficiary in your will.
   * Include an instruction for your executor to contact <support@givewise.ca> upon your passing.
2. **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.
3. **Submit the Completed Form:**
   * Email the signed and completed form to <support@givewise.ca>.
   * Additional pages are available if you need to list more successors or charities.

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#### 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.

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#### Contact Us

If you have questions or need assistance with completing the Bequest Instructions, please contact:

* **Dan Kyte**\
  Director of Finance and Investments\
  **Email:** <dan.kyte@givewise.ca>


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