Planned Giving Benefits
A gift in your Will has many practical benefits that allow you to meet your own, unique financial needs as well as your philanthropic objectives:
- It’s simple
- It’s flexible
- It has tax advantages
- It has a lasting impact
- It’s personalized
Planned Giving Options
There are many ways to build your legacy including bequests, endowments, life insurance and more. Talk to your trusted advisors to find out which option is best for you.
To make a planned gift, you will need the following information:
Legal name: Kelowna Family Centre Society (operating as Connect Counselling & Therapy Society)
Mailing address: #204 – 347 Leon Ave, Kelowna, British Columbia V1Y 8C7
Charity #: 132351107 RR 0001
Founded: April 1, 1986
For more information, contact us at 250-860-3181 or email firstname.lastname@example.org.
Sample wording for your will
Sample language for including a gift in your Will to Kelowna Family Centre Society.
To give a specific amount
“I give the sum of $_____ in cash to Kelowna Family Centre Society (Charitable Organization Number: 132351107 RR 0001) to be used where it is needed most.”
To give a percentage of the estate
“I give to Kelowna Family Centre Society (Charitable Organization Number: 132351107 RR 0001) ____ % of the rest, residue and remainder of my estate to be used where it is needed most.
To give a specific asset, such as shares in a company
“I give to Kelowna Family Centre Society (Charitable Organization Number: 132351107 RR 0001), ___ shares of ABC Co. Inc, to be used where it is needed most.”
To designate your gift for a specific program:
“I give to Kelowna Family Centre Society (Charitable Organization Number:132351107 RR 0001), the sum of $________ to be used in support of (i.e.) Youth Counselling Program at Kelowna Family Centre Society.”
This information provided is general in nature, does not constitute legal or financial advice, and should not be relied upon as a substitute for professional advice. We strongly encourage you to seek professional legal, estate planning and/or financial advice before deciding upon your course of action.