Planned Giving

Anyone can leave a legacy to National Aboriginal Achievement Foundation. It does not require great wealth. It only requires Planned Giving. 

A planned gift can bring significant benefits to both you and National Aboriginal Achievement Foundation. Planned Giving is making a charitable gift in such a way that you maximize tax and financial benefits.  These types of gifts are easy to arrange and can be tailored to your personal and financial circumstances. 

There are many different ways to make a planned gift. Donors are realizing the benefits of giving through:

  • Will Bequests – a way to reduce taxes and increase inheritances to loved ones
  • Gifts of Publicly Traded Securities & Mutual Funds – an opportunity for immediate tax savings 
  • Gifts of Life Insurance – leveraging small premium payments into a large gift
  • Gifts of Registered Assets – RRSP and RRIF - an opportunity for tax savings

Thanks to federal tax changes, a charitable Will Bequest can significantly reduce taxes owing upon death. If you haven’t yet drawn up a Will, we urge you to do so, if for no other reason than peace of mind. With the help of an estate professional, you can make sure that your family and loved ones will have the resources they’ll need after you are gone. However, if you don’t draw up your Will, you’ll have no say in the distribution of your assets – it will be left completely up to the provincial courts. 

Whether you are updating your Will or having one drawn up for the first time, we encourage you to consider naming National Aboriginal Achievement Foundation as a charitable beneficiary in your Will. Your gift to our organization will be a lasting, secure investment in the future allowing us to continue our commitment to provide scholarships and Bursaries to Fist Nations, Métis and Inuit students.

Or your planned gift may be a current gift for use now, a deferred gift for use in the future, or a combination of the two.

For example, 

  • You may wish to give your annual gift by giving shares of stock thereby eliminating capital gains taxes. The Government of Canada’s elimination of capital gains tax on donations of appreciated property (including stocks, bonds, and mutual funds) makes this a tax-wise option.
  • And, you may wish to give a deferred gift through a Will Bequest or the purchase of a life insurance policy.  Both deferred gifts have tax advantages.  

If you wish, a representative from National Aboriginal Achievement Foundation can consult with you and your advisors to ensure your gift fits your desires, financial objectives, family needs, tax situation and our funding objectives.  We’d be happy to answer any of your questions about what we do and how we make a difference.  Please be assured that any enquiry is confidential and will not obligate you to make a gift.  

Thank you for considering Planned Giving as a way to support the work of National Aboriginal Achievement Foundation.  For further information, please call Darryl Peck at 1-800-329-9780 extension 245 or email Darryl at dpeck@naaf.ca.

For additional information, please see the following pages:

Benefits of Will Requests
Benefits of Gifts of Securities
Life Insurance
Registered Assets