Planned Giving

6.3.4_PlannedGiving(1).png

Nurture bright futures with the gift of planned giving

We welcome you to make a generational impact for the children, youth and families in our community. Including Trellis in your financial plans will support lasting change in the lives of future generations.

What is planned giving?

Unlike traditional donations that come from your income, a planned gift is often made from your assets (such as real estate, investments) or as a part of your estate plan. Gifts like these provide an opportunity to continue your commitment to your community and support the issues that matter to you the most.

You can learn more by checking out our glossary of terms below to help with the terminology!

Including Trellis in your will

You will create a legacy when you remember Trellis in your will or through your life insurance provider. By joining Trellis’ legacy you will know that you are helping create an enduring endowment of hope while also enjoying possible tax benefits during your lifetime by choosing to leave a bequest.

If you have special wishes regarding how you would like to personalize and design your bequest or other planned gift, please contact us. We’d be pleased to help.

To start planning your legacy today, please contact our Philanthropy Team at donations@growwithtrellis.ca.

Gift of Securities

You can support children, youth and families in your community today by making a gift of securities.

Making a gift of publicly traded securities, mutual funds or stocks is a unique way for you to make a difference in a meaningful way. Gifts of securities come from assets rather than income so they provide you with a different giving option which may be helpful when planning your end of year giving and tax strategies.

Request a Gift of Securities form today to get started.

 

* This information is general in nature and does not constitute legal or financial advice. It is not a substitute for professional advice; Trellis encourages you to seek professional legal, estate planning and/or financial advice before deciding upon your course of action.