PLANNED GIVING

 

 

There are many options to suit your needs:

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Charitable Gift Annuities

Provide a significant gift while providing personal income in your lifetime.

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Bequests/Gifts By Will

Leave a donation in your will.

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Charitable Remainder Trusts And Residual Interest Gifts

Arrange your legacy gift now and receive an immediate tax receipt, while enjoying the interest income or use of the gifted asset for life.

 

Endowment Gifts

Leave a legacy – create an endowment gift that honors yourself or a loved one.

 

Gifts of Life Insurance

An affordable way to make a larger gift.

 

Gifts Of Publicly Traded Securities

Give a gift and reduce your capital gains taxes by donating stocks, bonds or mutual funds.

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You will enjoy significant tax benefits while making an important contribution to the community of Surrey. Your gift will become part of your overall financial and estate planning. Some planned gifts are deferred, which means that you commit now to a gift that the Surrey Hospice Society will receive in the future; other gifts provide us with funds immediately.

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