legacy

YOU CAN MAKE A DIFFERENCE!

Join a remarkable group of individuals who have taken steps to ensure that programs and services are available for families and individuals impacted by family violence our community - now and in the years to come.

WHAT IS THE LEGACY PROGRAM?

The Shelter Legacy program is an endowment fund where donations are pooled and permanently invested as capital. Only the annual investment income is spent to support the work of the Medicine Hat Women's Shelter Society. A strong endowment fund will ensure a revenue stream that will augment, but not replace, the MHWSS' other fundraising activities. This will give our organization the security and stability to expand our programs and services to more people in need and deal with any unforeseen circumstances.

ENDOWMENT OPTIONS

With no minimum contribution, you can become a Legacy Program member in the following ways:

Direct Gifts:
A gift of cash or other assets such as appreciated securities (any amount) to the Legacy Program will help build the fund immediately. All cash gifts will be recognized with a tax receipt.

Your Will:
A gift of personal property, real estate or a specific sum of money left to the Shelter Legacy Program in your Will ensures that your legacy will live on.

Life Insurance:
A relatively small commitment can translate into a significant endowment gift. Transfer ownership or complete a change of beneficiary form on an existing policy to leave a percentage to the Shelter Legacy Program, or purchase a new policy and make the Legacy Program the owner and irrevocable beneficiary.

Retirement Funds:
Complete a change of beneficiary form for an RRSP or RRIF to have all - or a portion of the funds - donated to the Legacy Program.

Charitable Remainder Trusts:
You may choose to establish a charitable remainder trust if you have an asset you would like to eventually donate to charity, but wish to retain control of the asset (ie. stocks, securities, mutual funds, real estate, etc). This type of gift is irrevocable and provides immediate tax benefits for the donor.

Donations to the Shelter Legacy Program are held in an endowment
fund with the Community Foundation of Southeastern Alberta.

TALK TO US!

For more information about the Shelter Legacy Program, wills and bequests, sample clauses, gifts of life insurance, or other future provisions, please contact Natasha Carvalho, Executive Director at (403) 527-8223 or by email