There are many different ways that you can plan your legacy; each with different benefits to you and your family Giving to the Belfry, a cultural icon within Greater Victoria, is an opportunity for your legacy to be celebrated by artists, audiences and Canadians for generations to come. The Belfry Theatre can access matching funding programs to increase the impact of your gift.
What Is Gift Planning (or Planned Giving)?
· A bequest of cash or securities by means of your will
· A charitable gift annuity
· A gift through a life insurance policy
· A charitable trust
· A gift through your retirement fund, including proceeds from Registered Retirement Savings Plans (RRSPs) or Registered Retirement Income Funds (RRIFs)
· A gift of real estate.
It is always recommended to seek professional financial & legal advice on these options. To further discuss your options and to learn more about legacy gifts to the Belfry Theatre, please contact Susan Stevenson at 250-385-6835 or firstname.lastname@example.org.
If you have included the Belfry in your will, please allow us the opportunity to thank you and recognize your gift by notifying us.
Charitable Gift Planning Seminar
Wednesday, June 1, 3 pm to 5 pm
Belfry Theatre, Studio A
Moderator: Barbara Greeniaus, Honorary Board Member and a past Belfry President.
Panel: Emma McArthur, lawyer, Farris Law Firm; Jack Rekis, Estate Planning Specialist, CIBC Wood Gundy; Robert Thomson, Chartered Accountant, Field and Co. and Belfry Treasurer.
Here is your chance to hear from highly informed legal, financial and accounting experts, and ask any questions you may have about planning your estate and charitable bequests. Learn valuable information on approaches that could be beneficial to you and your family members about leaving a meaningful legacy for your favourite charities.
Thank you to Neil Chapple and Graham Isenegger of CIBC Wood Gundy Blue Heron Group for sponsoring this seminar.