Home

About Us

Who will it Reach?

Events

Future Roundtable Meetings & Events

Past Roundtable Meetings & Events

Government Relations

Job Postings

Join Us

2004 Roundtable Registration Form

Leave a Legacy

Goals

Facts

Speaker's Bureau

Donor Stories

Logo Use

Planned Giving

Wills & Bequests

Charitable Remainder Trusts

Life Insurance

Critical Illness Insurance

Annuities

Gifts-in-Kind

Gifts of Securities

Gifts of Stock Options

Gifts of RRSPs & RRIFs

CAGP Partners

Privacy Policy

Contact Us

 

Goals of LEAVE A LEGACY

The goals of LEAVE A LEGACY Waterloo-Wellington are to: 

  • Raise public awareness of the importance of wills, estate planning and planned giving methods;

  • Raise awareness among allied professionals of the benefits to clients and communities of leaving a legacy;

  • Prepare charitable organizations to seek, administer and steward planned gifts;

  • Promote the concept of “everyday philanthropists” by communicating the message that almost anyone has the ability to make a meaningful gift to a charity as their legacy;

  • Encourage the people of our communities to make planned gifts to charities of their choice through their financial and estate plans;

  • Increase charitable giving throughout our communities;

  • Involve the majority of charitable organizations, allied professionals and residents of Waterloo and Wellington Regions;

  • Establish benchmarks by which our success can be assessed from year to year.

Leave a Legacy – Everyone Wins!

Donors:  Gain a sense of charitable fulfillment knowing they are supporting organizations that make our communities more compassionate and healthy.  They may also receive some significant tax benefits. 

Charities:  The long-term strength of charitable organizations which serve our communities in so many ways, making them better places to live is ensured by gifts such as bequests.

Our Community: Such financial support will enhance the quality of life for all citizens today and in the future.

Click Image to Enter Site


WAYS OF GIVING

Wills & Bequests  |  Charitable Remainder Trusts  |  Life Insurance  |  Critical Illness Insurance  |  Annuities  |  Gifts-in-Kind  |  Gifts of Securities  |  Gifts of Stock Options  |  Gifts of RRSPs & RRIFs