A planned gift is a gift of assets rather than income. Planned gifts are made after careful consideration of your financial or estate plan and require some type of legal documentation (for example, a Will or a life insurance policy). They are arranged now to provide funds to CMHA Alberta Central Region at some time in the future.
Planned gifts are easy to set up and they can provide you with:
- estate tax savings and planning benefits
- current and future tax savings
- a way to show that mental health matters
The most common type of planned gift is a charitable gift in a Will, but a planned gift can be tailored to your personal and financial circumstances.
We can talk with you and your financial advisors to ensure your planned gift fits your desires, financial objectives, family needs, and tax situation. We would be happy to explain how your gift will be used and answer any of your questions about the Canadian Mental Health Association’s role in advocacy, education, research and service. Please be assured that any discussion is confidential and will not obligate you to make a gift.