When arranging a gift to Pivot Legal Society in your will, please feel free to consider the following sample wording. This is not considered legal advice, but can assist you when discussing these matters with your legal counsel.
If you choose to name Pivot Legal Society in your will, please be aware that your estate will not be eligible for tax benefits. Pivot Legal Society is not a registered charity. However, your legacy will still make a tremendous impact in the fight for social justice and ending marginalization.
Below are ways to include Pivot in your estate plans, and the types of gifts you can make.
Residual Gift: Pivot Legal Society is given a percentage (partial, or 100%) of what remains of the estate after paying debts, taxes, expenses, and other bequests.
“I give to Pivot Legal Society, address 121 Heatley Avenue, Vancouver, BC, V6A 3E9, ____% of the rest, residue, and remainder of my estate to be used for the general purposes of Pivot Legal Society at the discretion of the Board of Directors.
Specific Bequest: A specified sum of money or property such as real estate, art, securities, or other.
“I give to to Pivot Legal Society, address 121 Heatley Avenue, Vancouver, BC, V6A 3E9, $________ [amount] or ______________ [description of property] of my estate to be used for the general purposes of Pivot Foundation at the discretion of the Board of Directors.”
Contingent Bequest: Pivot Legal Society would receive all, a share, or a percentage of the Testator’s estate only in the event of the prior death of other named beneficiaries.
“If ______________ [name of primary beneficiaries] pre-deceases me, or dies as a result of common disaster, then I give to to Pivot Legal Society, address 121 Heatley Avenue, Vancouver, BC, V6A 3E9, _________% of my estate, or $_______ of my estate, or _____________[description of property], to be used for the general purposes of Pivot Foundation at the discretion of the Board of Directors.”
Gift of Life Insurance
By making a gift of life insurance or naming Pivot Legal Society as the beneficiary of your policy, you have the opportunity to make a larger gift than otherwise might be possible, while also making a significant impact on the work Pivot Legal Society does.
For more information about gifts of life insurance consult with your lawyer, financial advisors, and Pivot staff.
Gifts to Pivot Legal Society are not eligible for tax receipts.
Questions about legacy gifts? Contact Development Manager, Katie Koncan at email@example.com, or 604-255-9700 ext 158