Naming Diabetes Canada a beneficiary of a registered fund does not affect your current financial situation and allows you to maintain ownership and use of the fund.
Choose from any of these options:
Registered Retirement Savings Plan (RRSP)
Registered Income Fund (RRIF)
Tax Free Savings Accounts (TFSA)
Gain the satisfaction of providing a future gift while retaining ownership and use of the fund during your lifetime.
A charitable tax receipt for the value of the plan will offset estate taxes for your estate.
- By designating a beneficiary, these assets may fall outside of your estate, excluding them from probate fees.
- You have the option to donate all or a portion of your retirement funds, so you can still provide for your family by naming more than one beneficiary.
Making a gift of RRSPs or RRIFs is simple:
- Request a change of beneficiary form from your plan provider.
- Change the beneficiary information on the fund document by naming Diabetes Canada as the beneficiary of all or a portion of your RRSP/RRIF or TFSA and return the document to your plan provider.
For more information:
Kate Hicks Senior Manager, Planned Giving 1-800-BANTING, ext. 5577 or 416-408-5577 firstname.lastname@example.org
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