Gifts of Securities and Life Insurance

Gifts of Securities

Did you know a gift of stocks, bonds, or mutual fund shares to Eldercare is exempt from capital gains? 

Transferring securities directly to Eldercare entitles you to a charitable donation receipt for the market value of your contribution, and Eldercare receives the funds from the sale of your shares to support local seniors in need.

To explore whether a gift of securities is right for you, simply take copies of the forms below to your broker.

Broker Form

Broker information

Gifts of Life Insurance and other Planned Gifts

If you’re passionate about enhancing care and quality of life for local elders, today there are many options available to you in creating your legacy.

Did you know that life insurance policies you no longer need can be eligible for a charitable receipt, when you sign over your policy and make a charity like Eldercare Foundation the owner and beneficiary?

Did you know that you can name Eldercare as a beneficiary of your RRSP, RRIFs, TFSA, or pension, and reduce the impact of your estate tax?

Your financial advisor is the best person to help you decide the gift that best meets your own situation, but please contact Eldercare at any time to discuss giving ideas, and to explore how your gift can be used to help seniors in need.  (Contact Executive Director Lori McLeod at 250-370-5664 or lori.mcleod@viha.ca)