Planned Giving Opportunities
A Planned Gift
Planned Giving is a way of investing in the future of the Canadian Mennonite University while receiving some of the tax benefits now. Good Planned Giving generally provides benefits for investors during their lifetime, yet may sustainthe institution over a long period of time.
Planned Giving Opportunities
- Will that includes The Canadian Mennonite University.
- Endowment Fund for making a one-time gift to provide long-term support for a program or capital project.
- One-Time Gift of real estate or publicly traded shares that have accumulated capital gains. This option can utilize very attractive tax incentives to multiply a gift.
- Life Insurance Policy in which the Canadian Mennonite University is the beneficiary. A paid up policy could be transferred to CMU and be considered a donation up to the cash value (if any).
- Charitable Gift Annuity may provide more income at a reduced or zero tax rate, depending on the age of the purchaser.
- Charitable Remainder Trust may provide income plus some tax advantages and leave a significant gift to CMU.
Contact Abe G Bergen at agbergen@cmu.ca for more information, or call him at 204.487.3300.
