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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Bequest Instructions -2025 - GiveWise.pdf

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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 [email protected] 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 [email protected].

   • 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: [email protected]