Planned Giving for Canadian Citizens
Both of the options below will help sustain the Oaxaca Learning Center
Estates
A bequest from the estate can be and is often a very ‘simple’ way to benefit a charity. Consult your legal professional for the correct wording and procedure.
Securities or Mutual Funds
Canadian citizens may obtain tax benefits via the donation of securities or mutual funds. The donor will not have to pay capital gains on the security, and the donation itself is tax-deductible.
In such cases, your financial advisor would transfer your selected security to an organization such as Canada Helps. (Do not sell the stock yourself.) Canada Helps sells the security, takes a small fee and then sends the funds to CANFRO. You are provided a receipt for your tax purposes.
If you are interested in either or both of these options, please contact us.
Estates
A bequest from the estate can be and is often a very ‘simple’ way to benefit a charity. Consult your legal professional for the correct wording and procedure.
Securities or Mutual Funds
Canadian citizens may obtain tax benefits via the donation of securities or mutual funds. The donor will not have to pay capital gains on the security, and the donation itself is tax-deductible.
In such cases, your financial advisor would transfer your selected security to an organization such as Canada Helps. (Do not sell the stock yourself.) Canada Helps sells the security, takes a small fee and then sends the funds to CANFRO. You are provided a receipt for your tax purposes.
If you are interested in either or both of these options, please contact us.