You can make a gift to The Fellowship from your retirement plans, life insurance policies or even your TFSA. This can be done outside of a Will and is one of the easiest ways to leave a legacy (be sure to coordinate this type of gift with your overall estate planning strategy.)
You may name The Fellowship as a beneficiary of your life insurance policy or retirement plans.
These transfers may be made quickly and easily by contacting your financial institution to obtain a beneficiary designation form, which should then be completed and returned as directed.
- You keep control and ownership of the asset during your lifetime
- Potential estate tax savings
- An efficient means to provide a gift which will benefit the life changing work of The Fellowship
- The transferred account avoids probate
For more details on making a beneficiary transfer gift and other planned gifts, please contact us by email or by phone at 888-988-4325.