For more information:

Provincial Executive Director
Rubyann Rice

Phone: 403-946-9440
Email: rrice@schizophrenia.ab.ca

 

Planned Giving

 

Leaving a legacy for generations to come

Remembering the Schizophrenia Society of Alberta (SSA) in your Will ensures that you leave a legacy to help those living with schizophrenia and their families on their journey of recovery and live a fulfilling life after diagnosis. Your caring and compassion will carry on through a generous gift in your Will.

We know that considering a planned gift is an emotional experience, and we want you to know you're under no obligation. We encourage you to seek professional advice to ensure that your financial goals are considered, your tax situation is reviewed and your planned gift is tailored to best fit your requirements.

To request more information, please contact Rubyann Rice at rrice@schizophrenia.ab.ca or by phone at 403-986-9440.

*The information provided here is an overview and does not constitute financial advice.


Ways you can leave a planned gift

A bequest, or gift by Will, is one of the easiest ways to make a planned gift. Your current income won't be affected, and you can receive significant tax benefits.

With the help of your financial advisor, you can include language in your Will specifying what gifts are to be made as part of your estate plan. You can find suggested Will wording here.

Gift of Securities

By donating stocks, bonds, or shares in mutual funds, you can give a larger charitable gift than you ever thought possible and enjoy two tax savings. Download our Securities Form here. 

Gift of life Insurance

This is a flexible, affordable way to realize your dream of making a significantly large gift. The tax benefits you receive will depend on how your policy is structured.

Making a planned gift can feel overwhelming. With honest guidance, your planned gift can be a positive and exciting experience. We'll be here to answer any questions you have along the way, and we encourage you to seek professional advice so that all of your goals are considered.