Planned Giving

A gift in your will lets you make the gift of a lifetime to help sustain the Rocky Mountain House Museum

What is Planned Giving?

"Planned giving" means you create a charitable gift now that goes to the organization you love in the future, usually when you die.

It's "planned" because it takes some thought and preparation, and because you should consult your lawyer. The easiest planned gift is part of something you should have anyway: your Will.

Types of Bequests

Charitable bequests can take many forms:

  • Cash
  • Gift of property - real estate, special collections, etc.
  • Securities - stocks, bonds, mutual funds
  • RRSP's, RRIF's
  • Life Insurance

Special/legacy bequests designate an exact dollar amount, percentage or particular asset to be donated.

A residual bequest can name a Charity as the beneficiary of a percentage of your estate after all debts, taxes, etc. have been paid.

Why Consider It?

A gift in your Will lets you make the gift of a lifetime to a cause you believe in - maintaining the Rocky Mountain House Museum for future generations to enjoy our history. As a charity, the Museum needs to ensure support for future programs where we share our history and heritage with both students and families. It will also provide for building and equipment repairs as needed.

Supporting the Museum will leave a legacy of values as well as financial assistance. It's one of the most important things you can do to build the future you'd like to see.

Tax Savings

Your gift to a charity will offset taxes on your estate. Charitable tax receipts are issued to donors.

How to Leave a Legacy

We, as Canadians, give for different reasons and in different ways.

For some it's a way to ensure their memory lives on. For many it is a way to ensure their favourite charity is able to continue it's important work. For others it represents a way to ease the tax implications that come with the transfer of their estate to surviving family members.

How to Leave a Gift in Your Will

Talk to your family members about your wishes.

Talk to your lawyer about adding a codicil to your existing will to ensure the Rocky Mountain House Museum has a bright and sustainable future.

Don't have a will yet? We encourage you to set up an Estate plan and will.

On behalf of the Board of Directors and staff of the Rocky Mountain House Museum, thank you for your continued support.

The information on this page was provided in part by:

Dunsford & Scott, Barristers & Solicitors
5135 48 St
Rocky Mountain House, AB
T4T 1A3
Ph: (403) 845-7112

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