LEAVING A LEGACY…
is very simple, as simple as planning to make a gift. Planned gifts are generally funded from accumulated resources or assets, rather than income. The most common Planned Gift received by WVSM is a Bequest.
The tax benefit from a Bequest accrues to the donor’s estate. You can designate your Legacy Gift to our noted funds that encompass all the various funds and expenses of WVSM — the possibilities are abundant and rich with the excitement of giving!
A GIFT IN YOUR WILL
Legacy giving is planning for a future gift to a cause that you believe in.
Wills and Bequests
SAMPLE BEQUEST CLAUSES
The following are two samples of clauses you could include in your will in order to leave a legacy to Windermere Valley Shared Ministry:
“My estate trustees shall pay the sum of $_______ (or transfer assets with equal value) to Windermere Valley Shared Ministry, PO Box 700, Invermere, BC V0A 1K0 (charitable registration number 12917-4549-RR004) for the purpose of supporting the highest priority programs as determined by Windermere Valley Shared Ministry.”
“My estate trustees shall pay ______% of the residue of my estate to Windermere Valley Shared Ministry, PO Box 700, Invermere, BC V0A 1K0 (charitable registration number 12917-4549-RR004) for the purpose of supporting the highest priority programs as determined by Windermere Valley Shared Ministry.”