Accessible to all, regardless of financial situation, planned giving provides a thoughtful and strategic way to support a cause close to your heart. These diverse options allow you to combine generosity with tax benefits while ensuring sustainable support for FIUSMM’s mission.
Planning a donation means transforming your aspirations into meaningful action. It allows your generosity to shine for years to come and fosters hope for future generations.
Here are some of the many ways you can make a planned gift.
One of the simplest and most well-known options, a bequest or will donation to FIUSMM is a meaningful way to pass on your values to your loved ones and the community. By including FIUSMM in your notarized will, you can contribute to the future of mental health care by donating part or all of your estate, once all debts have been settled, without impacting your heirs.
To include FIUSMM as a beneficiary in your will, be sure to mention our registered charity number:
Donating a new or existing life insurance policy allows you to make a significant future gift at an affordable cost, tailored to your financial goals, age, and family situation. In addition to tax savings, this option lets you select the policy type and premium amount, ensuring that FIUSMM receives the insured capital upon your passing.
This type of gift offers one of the most significant tax advantages. It may include stocks, bonds, or mutual fund shares (excluding RRSPs). Transferring these securities to FIUSMM allows you to benefit from a full or partial exemption from capital gains tax while receiving a charitable donation tax credit—all while supporting a cause that matters to you.
An endowment fund donation allows you to contribute a sum to FIUSMM while designating a specific initiative to benefit from the investment income generated by your capital. According to Canada Revenue Agency regulations, the capital remains intact either in perpetuity or for a minimum of 10 years. You may also name this fund in honor of a loved one.
Three ways to give through a Donor-Advised Fund:
A gift-in-kind is a donation of tangible property to the Foundation. Whether it’s real estate, artwork, equipment, or other assets, a tax receipt will be issued for the fair market value of the donated property.
