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Legacy Planning

  • Will Power – that’s what you create when you prepare a thoughtful will. Donors who include the local community foundation in their will are using their Will Power to help strengthen the community for years and years and years to come. Sometimes it creates peace of mind for donors and their families when they know that a ‘fund agreement’ in place and the donor’s wishes have been documented.
  • Donors wishing to leave a bequest or who wish to make a pledge for a future gift are asked to contact us so that we can better understand your legacy wishes: lwidmer@banffcanmorecf.org

Benefits of working with foundation staff:

  • We have extensive knowledge of the Bow Valley – our communities and our partners in the local philanthropic sector
  • We will act as a trusted confidantes when you are exploring options
  • We can suggest a plan that will steward your financial legacy and honour your philanthropic wishes
  • We are community leaders who are committed to a vision, mission and goals that builds a sense of belonging, inclusion and is committed to ‘impact’

We are happy to:

  • Work with individuals to craft a donor-centric plan that will add meaning and richness to the philanthropic process
  • Create a fund agreement that clarifies the donor’s wishes, purpose of a gift (present or future) and include any instructions related to recognition or anonymity
  • Present to groups, families, anyone who wishes to understand the range of services offer and options for thoughtful and strategic gift planning

Note: without a will, there is no mechanism in place to make a bequest, so here are the steps you should take to make sure your wishes are granted.

  • Make a list of organizations or causes that you would like to support.
  • Make a detailed list of your assets (financial, real estate, vehicles, jewellery, collectibles, musical instruments, etc.)
  • Set up an appointment with your financial analyst or attorney, or contact the organization you intend to support. Professionals and trusted advisors can help guide you through the process and answer your questions.
  • About Charitable bequests and your estate
  • Sample bequest language

Advisor Resources

The Banff Canmore Community Foundation is happy to help people craft a philanthropic plan that is customized for a donor’s wishes. During this important process, individuals may need specific advise related to tax law, finances and philanthropic options. In addition to seeking technical expertise from lawyers, financial planners and family members, donors will be exposed to a variety of options and a variety of considerations. Donors have questions. The foundation may hold the answer.

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