The Beta Society at JDRF
The future of diabetes research depends on your gift.
Now as we move closer to our goal of finding a cure, more research into human clinical trials is required. This research will be the most demanding and costliest research on our journey, and more support is needed than ever before.
Because you share JDRF’s commitment to a world without diabetes, you can make a planned gift that benefits you in these ways:
- Decreased income and estate taxes
- Increased assets for yourself and your individual charitable beneficiaries;
- An increased income stream and avoidance of capital gain taxes.
You can help ensure JDRF’s diabetes research continues by:
- Including a Bequest in Your Will
- Establishing a Gift Annuity
- Making a Gift of Shares
- Establishing a Charitable Remainder Trust
- Naming JDRF as the beneficiary of your Life Insurance Policy or Registered Retirement Savings Plan
You can include a gift to JDRF in your estate plans in these ways:
Include a Bequest to JDRF in Your Will
You can make a bequest in several ways. You can name JDRF as the recipient of:
- A specific dollar amount
- A specific percentage, or all, of your residuary estate (the remainder left after bequests to others, debts and expenses are paid).
- Specific items of property such as stocks, bonds, to personal property and real estate;
- A gift contingent upon your not being survived by your loved ones.
Your estate will receive a tax receipt for the amount of your gift.
A Gift of Life Insurance or Retirement Assets
You can name JDRF as irrevocable owner and beneficiary of an existing life insurance policy. You can also purchase a new policy to donate to JDRF. In addition proceeds from Retirement Savings Plans (RRSPs) and Retirement Income Funds (RRIFs) can be donated by naming JDRF as beneficiary. These gifts offer significant income and estate tax savings.
A Gift of Shares
You can make a gift of publicly traded shares to JDRF as part of your current financial plans. You will receive a tax receipt for the fair market value of the shares. Your gift will reduce the taxable portion of the capital gain. As a result, such gifts may offset any capital gains owing and decrease taxes from other income sources.
A Charitable Gift Annuity
You can make a contribution of capital to JDRF, and in exchange, JDRF guarantees income payments to you, at a fixed rate, for life. A major portion of the income may be tax free, depending on your age, and a tax receipt is issued for the immediate gift. JDRF receives an immediate cash gift of approximately 25% of your initial contribution.
A Charitable Remainder Trust
You can make a sizable commitment to JDRF while retaining the right to income from the property for the duration of life or term of the trust. You will receive a tax receipt for the present value of the donation to the trust. If the donation is of capital property, any capital gains owing may be reduced. For living trusts, the gift may reduce executor’s fees, probate and other estate administration costs.
How to Name JDRF
Your gift to JDRF should be named in all documents as follows: “… to Juvenile Diabetes Research Foundation Canada.”
For more information on gift giving e-mail or call:
Gift Planning
plannedgiving@jdrf.ca
1.877.CURE.533 ext. 2021
