"Create endless possibilities for future generations"
What is a planned gift?
Planned giving is the forethought given to gifts that could benefit the people supported by Community Living Burlington as well as your own financial picture. Planned giving can be an important part of your overall financial and estate planning, as it provides valuable tax savings today or for your estate tomorrow.
Your planned gift will leave a lasting legacy of health, hope and empowerment to people who have a developmental disability and their families for generations to come.
We believe that all people who have a developmental disability should have the opportunity to be a valued and contributing member of their community. Through your generous gift, you will be able to help people create new opportunities, explore their passions, and invest in their future.
Gifts that Give Back
The most common type of planned gift and the easiest way to give back. By leaving a gift in your will, or a percentage of your estate to Community Living Burlington, you can create a lasting legacy of possibilities for the people we support.
By designating Community Living Burlington as the owner and beneficiary of a paid-up, current, or new policy, you will be able to make a significant future gift without diminishing your estate.
You can choose to make a gift of stocks, bonds, or mutual funds.
You can bequeath all or a portion of the accumulations from your retirement funds remaining at time of passing.
We encourage you to explore the tax advantages that these gifts provide and/or to design a gift that is best suited to your situation by consulting your estate planner, legal advisor, or financial advisor.
Thank you in advance for your support.
Questions? Contact Emily Huang at 905-336-2225 ext. 320 or by email.