Legacy Giving
Leave an enduring legacy by making a planned gift to the Alberta SPCA. Your intentional support guarantees ongoing assistance for animal protection, humane education, and pet safekeeping programs that promote and enhance the well-being of animals in Alberta.
There are a number of ways to leave a legacy of compassion and kindness.
Bequests
A bequest is a gift left in your will and can be either a specific amount or a residual portion of your estate. Sample wording for each type of bequest is provided below and can be shared with your estate planning professional.
Sample wording for a bequest of a specific amount:
“I give to the Alberta Society for the Prevention of Cruelty to Animals, charitable registration #122554488RR0001, the sum of $___________ to be used in support of its general charitable purposes.”
Sample wording for a residual bequest:
“I give to the Alberta Society for the Prevention of Cruelty to Animals, charitable registration #122554488RR0001, __% of the residue of my estate to be used in support of its general charitable purposes.”
When you make a bequest to charitable organizations, like the Alberta SPCA, there are tax advantages to your estate. Please speak with your lawyer, accountant or estate planner to discuss your specific situation.
Gifts of Stocks or Securities
A gift of publicly traded securities, stocks or mutual funds is another way to leave a legacy gift to the Alberta SPCA. These types of gifts can offset the taxes on capital gains, while your estate receives a tax receipt for the donation.
Life Insurance
You can leave a lasting legacy by designating the Alberta SPCA as a beneficiary of your life insurance policy. In some circumstances you can receive tax receipts for annual premium payments. Please speak with your estate planner and accountant to determine the best way to structure your life insurance policy to maximize the tax benefits.
Thank You
Thank you for considering the Alberta SPCA as the beneficiary of your legacy gift.
To learn more about legacy giving or for specific wording to share with your estate planning professional, please contact us.
Aimee Winegarden, Director of Advancement
Phone: 780-732-3736
Email: awinegarden@albertaspca.org
