Donate Button

Planned Giving

Anyone... regardless of income level can leave a charitable gift through their estate.

A planned gift to Nanaimo Travellers Lodge shows both generosity and foresight. Help leave a legacy of compassionate dementia care by considering a gift for the future. A future gift can be made in several ways:

Bequest in your Will - A simple solution

  • Include a gift in your written will and your estate will receive a tax reciept
  • Record our full legal name and charity number:
    • Nanaimo Travellers Lodge Society
    • Charitable # 13052 0562 RR0001
  • Choose one of the following sample Standard Will Clauses which your Legal Advisor should review:
Suggested will clause wording for an unrestricted specific bequest:
I give the sum of ___________ (insert a specific sum) to Nanaimo Travellers Lodge Society for its general purposes as Nanaimo Travellers Lodge Society sees fit.
Suggested will clause wording for unrestricted residual bequest:
I give the ____ % of the residue of my estate to Nanaimo Travellers Lodge Society for its general purposes as Nanaimo Travellers Lodge Society sees fit.

Gift of Life Insurance - Make a substantial gift with a relatively small premium

  • There are a number of options, including one that will fit with your current financial situation.
  • Discuss your options with your Financial Advisor. Contact us if you would like to be referred to our volunteer professional Financial Advisor.

Publicly-Traded Securities - A tax efficient donation alternative

Donate Now Through CanadaHelps.org!
  • NOW AVAILABLE! You can donate securities through CanadaHelps by clicking on the button above.

  • Eliminate capital gains tax by donating your securities to Nanaimo Travellers Lodge instead of selling them and donating the cash
  • Donors can make a gift of a publicly-traded security including shares, mutual funds and options
  • The advantage to the donor is that there are significant tax savings associated with this type of giving
  • Travellers Lodge will immediately sell any donated securities to convert them to cash. The donor will receive a tax receipt based on the stock price at the time of the transfer of ownership.
Please contact us to set up a confidential appointment to speak with our volunteer professional Financial Advisor to discuss your planned giving options. We would be pleased to work with you and your professional advisors to ensure your donation best suits your needs and wishes.
Nanaimo Travellers Lodge
1298 Nelson Street Nanaimo, BC V9S 2K5
Telephone
(250) 758-4676