Legacy Giving
Leave a lasting impact by including Causeway in your estate plans. Your legacy gift helps ensure that future generations have access to the employment support and opportunities they need to thrive.
What is Legacy Giving?
Legacy giving, also known as planned giving, allows you to make a significant charitable contribution to Causeway through your estate plans. It's a way to support the causes you care about while potentially receiving tax benefits and ensuring your values live on.
Unlike regular donations, legacy gifts are typically structured through your will, life insurance, registered accounts, or other estate planning vehicles. They allow you to make a larger gift than might be possible during your lifetime, creating lasting change in your community.
Whether you're planning your estate for the first time or updating existing plans, including Causeway ensures that your commitment to helping people find meaningful employment continues for generations to come.
Ways to Leave a Legacy
There are several ways to include Causeway in your estate plans. Choose the option that best fits your financial situation and goals.
Bequests in Your Will
Leave a gift to Causeway in your will. You can designate a specific amount, a percentage of your estate, or the remainder after other bequests.
Life Insurance Policies
Name Causeway as a beneficiary of your life insurance policy or donate an existing policy you no longer need.
Registered Accounts
Designate Causeway as a beneficiary of your RRSP, RRIF, or TFSA. This option can provide significant tax benefits to your estate.
Securities & Real Estate
Donate stocks, bonds, or real estate. These gifts can eliminate capital gains tax and provide a charitable tax receipt.
Benefits of Leaving a Legacy
Create a lasting legacy that helps people find meaningful employment for years to come
Receive significant tax benefits for your estate
Join our Legacy Circle and be recognized for your commitment
Flexibility to change your gift as circumstances change
Make a larger impact than you might be able to during your lifetime
Support causes that matter most to you through designated gifts
Our Commitment to You
We understand that estate planning is a personal and important decision. Causeway is committed to respecting your wishes and using your gift exactly as you intend. We will keep your information confidential and work with you and your advisors to ensure your legacy gift reflects your values and goals.
If you choose to notify us of your plans to include Causeway in your estate, we would be honored to recognize you as a member of our Legacy Circle and keep you informed about the impact of legacy gifts like yours.
