Planned Giving

Your Share the Warmth Legacy

Whether through a will, life insurance policy, or other means, your planned gift will help us secure a brighter future for generations to come.

Ensure a bright future for Share the Warmth

A planned gift comes ca take many forms such as  (a legacy gift, a life insurance policy, or securities). It is a charity gift you plan during your lifetime to ensure the future of our organization. These types of gifts can minimize the tax to pay and can help you achieve your philanthropic goals. There are several planned giving options available. Please speak with your financial advisor to choose the donation that is right for you. Questions? Please contact Julie at 514-933-5599 ext. 226 or by email at juliehurtubise@sharethewarmth.ca 

Donating securities or mutual funds is simple

Donating listed securities or mutual funds is an excellent way to support our mission and programs. You can easily donate using our online form. From a fiscal point of view, this way of giving is more beneficial than selling your securities or mutual funds and subsequently donating the money. You will be exempt from paying tax on capital gains if the securities are donated directly to Share the Warmth, and you will receive an income tax receipt for the total market value at the time of transfer.

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