> For the complete documentation index, see [llms.txt](https://guide.givewise.ca/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://guide.givewise.ca/for-financial-professionals/for-estate-planners-getting-started/bequest-instructions.md). # 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. {% file src="/files/gkNe2zrBj5k2SVhpUmkz" %} *** #### 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 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 . * 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:** --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://guide.givewise.ca/for-financial-professionals/for-estate-planners-getting-started/bequest-instructions.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.