Legacy Giving

6.3.4_PlannedGiving(1).png

Nurture bright futures with a Legacy Gift

We welcome you to make a generational impact for the children, youth and families in our community. Including Trellis in your financial plans will support lasting change in the lives of future generations.

What is a Legacy Gift?

Unlike traditional donations that come from your income, a legacy gift is often made from your assets such as real estate, investments or as a part of your estate plan. Gifts like these provide an opportunity to continue your commitment to your community and support the issues that matter to you the most.

You can learn more by checking out our glossary of terms below to help with the terminology!

Including Trellis in your will

When you plan to remember Trellis in your legacy giving, you will know you are helping to create an enduring endowment of hope while also enjoying possible tax benefits during your lifetime by choosing to leave a bequest.

If you have special wishes regarding how you would like to personalize and design your bequest or other planned gift, please contact us. We’d be pleased to help.

To start planning your legacy today, please contact our Senior Development Officer, Michele Chiasson-Suart at mchiasson-suart@growwithtrellis.ca

Gift of Securities

You can support children, youth and families in your community today by making a gift of securities.

Making a gift of publicly traded securities, mutual funds or stocks is a unique way for you to make a difference in a meaningful way. Gifts of securities may be helpful when planning your end-of-year giving and tax strategies.

Request a Gift of Securities form today to get started or email here: Mchiasson-suart@growwithtrellis.ca

 

* This information is general in nature and does not constitute legal or financial advice. It is not a substitute for professional advice; Trellis encourages you to seek professional legal, estate planning and/or financial advice before deciding upon your course of action.