Wills and Bequests

Bequests may come in the form of a percentage of your estate, specific cash amount, property, securities or other assets. A charitable bequest has no effect on you financially in your lifetime and is one of the simplest and most flexible ways to create a lasting legacy.

A bequest is a lasting gift from the heart with practical benefits to your surviving heirs. Your estate receives a tax receipt for the full amount of the donation, which may offset capital gains or other taxes due. You may designate the gift to specific programs, or allow Nelson CARES Society to put it to work where most needed at the time.

Leaving a bequest to Nelson CARES Society will help to maintain vital services in the community.

Please consider becoming a Nelson CARES Society Legacy Partner as an essential part of your estate planning strategy.

If you have completed your will and left a provision for NCARES, please let us know so we can express our thanks and properly plan for your future gift.

                        It’s easier than you may think

All it takes is a simple clause in your will to leave a gift of hope to Nelson CARES Society – and continue transforming lives long after you’ve gone.  Your lawyer can include a simple clause naming Nelson CARES Society as a beneficiary.

Naming Nelson CARES Society in your will is an ideal way to build a legacy.
You’ll make a significant and meaningful difference in your community
without feeling any financial impact in your lifetime.

SAMPLE BEQUEST CLAUSES

The following are two samples of clauses you could include in your will in order to leave a legacy to Nelson CARES Society.

“My estate trustees shall pay the sum of $_______ (or transfer assets with an equal value) to Nelson CARES Society, #100 – 205 Hall Street  Nelson, BC V1L 0B4  (charitable registration number 11905 3288 RR0001) for the purpose of supporting the highest priority programs as determined by Nelson CARES Society.”

“My estate trustees shall pay ______% of the residue of my estate to Nelson CARES Society, #100 – 205 Hall Street  Nelson, BC V1L 0B4  (charitable registration number 11905 3288 RR0001) for the purpose of supporting the highest priority programs as determined by Nelson CARES Society.”