ARE YOU READY TO SUPPORT VITAL WORK OF THE SICKLE CELL ASSOCIATION OF ONTARIO WITH YOUR FUTURE DONATION?

HERE IS THE OFFICIAL BEQUEST LANGUAGE WHICH CAN BE USED IN YOUR WILL

RESIDUAL BEQUEST

“I direct my Trustees to pay or transfer ___ (number) of such equal shares of the residue of my estate to the Sickle Cell Association of Ontario (the “Association”) to be used for the Association’s general purposes [or, to be applied by the Association as its directors see fit].”

GENERAL LEGACY

“I direct my Trustees to pay or transfer the sum of $____________________to the Sickle Cell Association of Ontario (the “Association”) to be used for the Association’s general purposes [or, to be applied by the Association as its directors see fit].”

CONTINGENT BEQUEST

“If (indicate beneficiary name) does not survive me, then I give all the rest, residue, and remainder of my estate to the Sickle Cell Association of Ontario.”

DISCRETION TO TRANSFER SHARES

“In making any payment to a charitable institution pursuant to the provisions of this Will, my Trustees may transfer any shares held by my estate in any publicly traded company or corporation in lieu of cash, provided that the shares transferred shall have a fair market value on the effective date of the transfer equal to the amount payable to the charitable institution.  In exercising their discretion, my Trustees shall take into consideration the tax benefits, if any, which may be enjoyed by my estate by transferring such shares in specie.”

SPECIFIC LEGACY

“I direct my Trustees to pay or transfer the sum of $________________ of my estate to the Sickle Cell Association of Ontario (the “Association”) and I direct the Asociation to apply such sum towards research.  In the event that circumstances make the specific use of this gift no longer practical or desirable, the directors of the Sickle Cell Association of Ontario are hereby authorized to make changes in its use which remain in agreement with the spirit and general intent of the gift.”

DISCLAIMER

The Legacy Giving information on this website is provided for general information purposes only. It is not intended as a substitute for professional advice and assistance from your lawyer, financial advisor, or tax consultant.

We recommend that you discuss your plans with your lawyer and/or financial advisor before proceeding with a legacy gift.