Planned Giving

Does Sage have special meaning to you? Do you value the services and programs that Sage provides to seniors in need in our community?

Leaving a planned gift in your will is like planting a seed. Our Planned Giving donors include Sage in their will for many different reasons; for some, it is a way to ensure their memory lives on. For many, it is a way to ensure that Sage is able to continue meeting the needs of seniors we serve, while for others, it represents a way to significantly lift the tax burden for surviving family.

"Two years ago I wanted to make a special contribution to Sage and decided to donate an insurance policy that I had for over 50 years. As I had other insurance policies that would be sufficient for my needs in the future, using this mature policy meant that I could support Sage and not feel that I was using funds directly from my annual living income. As part of my long-term approach to donate to Sage, I have also named Sage in my will as a beneficiary."

Ways to leave your legacy:
- Bequest in a Will
- Cash or Securities
- Life Insurance
- RRSPs or RRIFs
- Annuities
- A gift in memory of a loved one

Here is an excellent resource to learn more about planned giving options: The Benefits of Intelligent Giving

Endowment:

Planned Giving donors often choose to have their gifts endowed. This means the gift is permanently invested for long-term growth and that Sage receives only the interest from the investment on an annual basis. The seed these donors have planted will support Sage in perpetuity. This is the power of endowment: your initial gift grows through investment to provide ongoing support, forever.

For more information, please contact Karen McDonald at 780-701-9008 or kmcdonald@mysage.ca.

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