The Benefits of Planned Giving

 

Making a charitable bequest to the Henri Nouwen Society has significant benefits, including:

 

Flexibility

Your gift can be for any specific amount, a percentage, or the residue of your estate.

Peace of mind

You can make changes to your will at any time.

Cost-effective

There are no extra out-of-pocket costs. Your current income will not be affected.

Tax Relief

Depending on the type of asset, leaving a gift in your will to the Henri Nouwen Society can significantly reduce estate taxes.

 

Steps to consider when making a planned gift to the Henri Nouwen Society:

 

  1. Talk to your loved ones to let them know your wishes.
  2. Speak to your professional advisors. A lawyer, financial advisor, or accountant will have the expertise to provide you with the best advice as you make important decisions.
  3. Update your will. Decide if you want to give a specific amount or a percentage of your estate to the Henri Nouwen  Society. Update your will with the recommended wording from your professional advisor.
  4. If you choose to, let us know that you have named the Henri Nouwen Society as a beneficiary in your will.

 

Resources for you:

SAMPLE LANGUAGE FOR US RESIDENTS

SAMPLE LANGUAGE FOR CANADIAN RESIDENTS

 

Contact Us:

[email protected]

3377 Bayview Ave. Suite A508
Toronto, Ontario M2M 3S4

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