Professional advisor section

Your clients have dreams—of financial security, wealth and legal protection of their estate. They also have a vision for the kind of change they want to see in the world, and for the kind of community they want to leave their children, grandchildren and future generations.  

As a professional advisor, you hold an influential and trusted position. In addition to helping your clients realize their goals, you can often help them do more than they could have imagined. 

Here’s some information you can use to assist your clients.

1. Provide sample bequest wording when facilitating your client’s charitable giving to support Diabetes Canada:

• “I direct my trustee to pay or transfer to Canadian Diabetes Association ___% of the residue of my estate” or
• “I direct my trustee to pay or transfer to Canadian Diabetes Association the sum of $____.”

Our legal name is The Canadian Diabetes Association.

Our charitable registration number is 11883 0744 RR0001.

2. By donating securities, your client can eliminate the capital gains tax and receive a charitable tax receipt for their donation using the form below:

Transfer of securities form

_{*Gifts to Diabetes Canada are also accepted.}