Leave a Legacy
The Bruce Trail has introduced millions of people to the beauty and fragility of the Niagara Escarpment. This is where precious habitat is saved and for many, where memories are made. You can give future generations the joy of discovery.
Gift in your Will
Give future generations the joy of discovery on the Trail with a gift in your Will.
We recognize that the decision to leave a gift in your will to the Bruce Trail Conservancy is a truly special one. Our vision to permanently secure and protect the Bruce Trail is a long-term one, and requires a source of dedicated funds. Your gift will ensure that precious Niagara Escarpment land will continue to be protected as it becomes available and that it will be cared for in perpetuity for future generations.
How to Arrange a Gift to The Bruce Trail Conservancy in Your Will
Gifting a share of your assets
Sample wording:
Gifting a specific amount
This allows you to leave a specific amount to the Bruce Trail Conservancy.
Sample wording:
Updating an existing Will
Talking to Your Advisor
This free Guide to Talking to Your Advisor, from our partners at Will Power, is a useful tool for beginning and directing the conversation about a gift in your Will with your financial advisor.
Here are a few highlights:
- Open the conversation by sharing your intentions. Talk about why you want to leave a gift in your will to the Bruce Trail Conservancy, and what kind of impact you want to have.
- Work with your advisor to better estimate the future value of your estate. Think about what percentage you would like to go to your loved ones, and what percentage to the Bruce Trail Conservancy.
- Speak to your advisor about the best ways to make your gift. Some options, like a gift of securities or life insurance, might come with big tax savings.
- How do you want your future gift to live on? Would you like to get your family involved?
- We encourage you to explore other free tools and resources on the Will Power website such as their legacy calculator to see your potential impact. You can also find a financial advisor in your area.
Information your advisor will need
Legal Name: The Bruce Trail Conservancy
Address: P.O. Box 857, Hamilton, ON, L8N 3N9
Charitable Organization No.: 11921 7578 RR0001
Calculate Your Will Power
A will is a powerful tool for change. You don’t have to choose between loved ones and the causes you care about. The Bruce Trail Conservancy has partnered with the Will Power campaign to help show Canadians they can do both.
Calculate Your Legacy to Support Causes and Loved Ones – Will Power
Disclaimer: The information listed on this page is intended to provide general information and should not be construed as legal or other professional advice. The above should not be used without first reviewing it with your own legal or other professional advisors to determine its suitability for your unique estate planning situation.
Additional resources:
Our Promise To You
Leaving a gift in your will is a deeply personal decision. There are many considerations, and we understand that you need to make it in your own time.
We are here to support you. We encourage you to contact us to learn more about the areas of work that interest you most, and how you can arrange a gift that will best support these areas.
We understand that your family and loved ones come first.
We will keep you updated about the work we are doing, and provide you and your loved ones with unique opportunities to learn more about our work to preserve a ribbon of wilderness, for everyone, forever.
While we encourage you to share your decision with us, (so that we may work with you to determine how best to honour you and your loved ones with appropriate recognition), we understand if you prefer not to tell us.
We appreciate that circumstances can change. You have the right to change your mind about your gift at any time, and you don’t need to tell us if you do.
We value your trust in us. We will always respect your privacy, and treat your gift with care and sensitivity.
Gifts of Registered Funds
For more information, contact:
Gloria Vidovich
Planned Giving & Donor Relations Officer
905-529-6821, ext. 248
Gifts of Life Insurance
There are a number of life insurance gift options available and each will have different types of tax benefits. Because gifts of Life Insurance are not subject to the probate process, your estate will receive an immediate charitable tax receipt.
We encourage you to talk to a professional advisor (i.e. your lawyer, financial advisor, accountant etc.) who can help you decide which option(s) will work best for you and your family.
3 easy ways to make a Gift of Life Insurance
Name The Bruce Trail Conservancy as a revocable beneficiary on a new or existing policy. (The easiest, and most common.) Upon receipt of the proceeds, a charitable donation receipt will be issued to your estate for the full amount.
Purchase a new policy and name The Bruce Trail Conservancy as the owner and irrevocable beneficiary. You will receive charitable donation receipts for the annual premiums paid by you each year. Receipts can only be issued for premiums paid after the transfer of ownership to the charity. It is important to discuss this point with your agent before you make your first premium payment.
Transfer an existing policy by naming The Bruce Trail Conservancy as the owner and irrevocable beneficiary. This could be a policy, for example, that was taken out to cover a mortgage that is now fully paid. We will issue a charitable donation receipt for the ‘fair market value’ instead of ‘cash surrender value’ and for any subsequent premiums that you pay in the future. This type of transfer of an existing policy could result in some taxable income; however, the tax credit you will receive from your donation will most often offset any tax due.
