Legacy Giving

For 85 years, ALSO has been part of the extended family of many of our clients. In reality, we are a charitable non-profit organization first and family second. It saddens us when members of our client’s family pass. It also saddens us when Hospice and/or Cancer Foundation receives mention when in fact, ALSO provided services for these patients for years prior as planning a legacy gift is one of the most effective ways to help Assisted Living  Southwestern Ontario continue to provide services and programs to our clients but also address barriers to inclusion well into the future.

Not only can you help ensure that our efforts in strengthening families, defending rights, and transforming communities have a lasting impact, but you can also reduce your taxes, supplement your income, and maximize the benefits to your estate and its beneficiaries.

What is a planned gift?

Planned giving is the forethought given to gifts that could benefit the people supported by Assisted Living Southwestern Ontario as well as your own financial picture. Planned giving can be an important part of your overall financial and estate planning, as it provides valuable tax savings today or for your estate tomorrow.

Your planned gift will leave a lasting legacy of health, hope, and empowerment to people who have a disability and their families for generations to come.

We believe that all people who have a disability should have the opportunity to be valued and contributing members of their community. Through your generous gift, you will be able to help people create new opportunities, explore their passions, and invest in their future.

Gifts that Give Back

• BEQUESTS
  The most common type of planned gift and the easiest way to give back. By leaving a gift in your will, or a percentage of your estate to Assisted Living Southwestern Ontario, you can create a lasting legacy of possibilities for the people we support.
• LIFE INSURANCE
  By designating Assisted Living Southwestern Ontario as the owner and -beneficiary of a paid-up, current, or new policy, you will be able to make a significant future gift without diminishing your estate.
  
• SECURITIES
  You can choose to make a gift of stocks, bonds, or mutual funds.
  
• RRSPS/RRIFS
  You can bequeath all or a portion of the accumulations from your retirement funds remaining at the time of passing.

We encourage you to explore the tax advantages that these gifts provide and/or to design a gift that is best suited to your situation by consulting your estate planner, legal advisor, or financial advisor.

Thank you in advance for your support.

Questions? Determining what gift is right for you is just as important as your decision to make a gift.
Contact Arms Bumanlag, Donor Relations at 519-987-4405 or by email at armandbumanlag@gmail.com