Leaving a Gift in your Will through Planned Giving
With the interest of both the donor and Winnifred Stewart Foundation (WSF) in mind, the Planned Giving program is set up to accept planned gifts which include bequests through wills, annuities, securities and stock, and life insurance.
Ensures the long-term financial future of the Winnifred Stewart Association
Provides dollars for capital projects
Provides funding to help develop innovative programs that fill gaps in service
Creates a legacy for you and your family
With Planned Giving, you can contribute through one of the following four methods:
Remembering Winnifred Stewart Foundation through a bequest is one of the preferred methods of Planned Giving.
Funds from donors are allocated to areas that need them most, unless specifically indicated by the donor. This includes annual operating costs, special equipment purchases, and funding of new residential projects. Gifts made in memory of an individual can be directed by the family of the deceased to areas of most need or to a specific project.
Click here for a PDF document containing legal and other pertinent information regarding Planned Giving through bequests.
Depending on your age, a charitable annuity allows you to give a gift, save tax, and increase your income. Annuities can be particularly appealing for people age 70 and over. With a charitable annuity, you can receive a predetermined monthly amount for life without having to manage your investment.
Contact your personal financial advisor or our partners at Investors Group for more info.
Gifts of securities/stock can be made to a not-for-profit in one of two ways:
outright selling of stock with cash donation to not-for-profit
transfer of ownership of stock to the not-for-profit for sale or investment
For information on how to transfer gifts of stock/securities to Winnifred Stewart Foundation, contact your broker or our partners at Investors Group.
Through a gift of life insurance you can make a significant future gift while enjoying current and/or future tax savings.
Life insurance can be gifted to a not-for-profit through:
The donation of an existing policy – assigning ownership to the not-for-profit
The donation of a new policy – transfer of ownership to the not-for-profit
The donation of life insurance proceeds – naming the not-for-profit as the beneficiary
For more information, contact your life insurance agent, estate planner or our partners at Investors Group.
In 2019/2020, The Winnifred Stewart Foundation, through fundraising campaigns hopes to raise $300,000 at a total cost estimate of $50,000. Funds raised will go to supporting the programs and services for individuals with developmental disabilities, offered by Winnifred Stewart Association.
Winnifred Stewart Association Charitable Business Number: 10728 2030 RR0001
For further information, please contact our Director of Development, Candace Smallwood at 780-453-6707 ext. 246, firstname.lastname@example.org or 11130 131 Street, Edmonton, AB, T5M 1C1.