Leave a Legacy: CMHA Heritage Society
You’ve always been known for your generosity – to your family, friends, and especially to your favourite causes. As you consider the legacy you wish to leave, the desire to continue your tradition of charitable giving becomes an even more important consideration. Discuss it with your family and loved ones, then speak to your lawyer about drafting, revisiting, or adding a codicil to your Will. Your estate will benefit from the tax advantages of your gift and our growing community benefits from your thoughtfulness.
If you choose to inform us of your bequest and your wishes, it will give us the opportunity to thank you and, more importantly, to discuss what you hope your gift will help to accomplish.
You’ll also be invited to become a member of the CMHA Heritage Society. Of course, you can remain anonymous.
Choose a specific dollar amount or percentage of assets. It doesn’t matter whether you are leaving a lot or a little. What matters is that your legacy lives on exactly as you wish it to.
For more information, please contact Catherine Matzig, CFRE, Senior Director, Philanthropy at 289.879.2450
Give a Legacy Gift
Calculate the impact your gift will have and access additional legacy planning resources via WillPower.
Sample Bequest Wording
Below are some examples of suggested wording to ensure your bequest is clear and will be directed to the Canadian Mental Health Association York and South Simcoe according to your wishes.
Please note:
- Your charitable bequest should be directed to “Canadian Mental Health Association York Region” in your Will.
- Canadian Mental Health Association York and South Simcoe’s Canada Revenue Agency (CRA) Number is 123635534RR0001
To include bequests of the residue of your estate
I give to Canadian Mental Health Association York Region all (or %) of the rest, residue and remainder of my estate for the purpose of supporting its highest priority needs/specific purpose.
To include bequests of a specific sum of money
I give to Canadian Mental Health Association York Region the sum of $ (amount) for its highest priority needs/specific purpose.
To include bequests of property including real estate or valuable items such as stocks, bonds, jewelry or works of art
I give to Canadian Mental Health Association York Region (description of property) for its highest priority needs.
Disclaimer – Please note that unless the property is considered useful to Canadian Mental Health Association York Region, it will be sold and the proceeds used by the organization in accordance with its charitable objectives.
Contingent bequests
If [name(s) of primary beneficiaries] do(es) not survive me, or die(s) within (90) days of my death, or as a result of common disaster, then I give to Canadian Mental Health Association York Region [describe the specific amount of money, property or percentage of residual estate] for its highest priority needs/specific purpose.
Disclaimer – Please note the following suggested language is meant as a resource for you and your lawyer as you plan your charitable bequest to Canadian Mental Health Association, York Region and South Simcoe. This information should not be construed or relied on as legal advice.
