Planned Giving

Planned giving, such as endowments or bequests, allows you to have control over gifts that can help transform the lives of students in your community for years to come. Many such legacy gifts even provide tax savings for you or your family, now and in the future.

“I have remembered the Halton Learning Foundation in my will because I want others to benefit from education as much as I did.” (retired teacher)

We invite you to consider the following planned gift options. 

  • Wills/bequests
  • Gifts of securities (donation form)
  • Gifts of Property
  • Memorial Gifts
  • Annuity
  • Special Trust Funds
  • Life Insurance

For more information about creating a lasting legacy for students in your community, please contact Jim Martin or download a copy of our free Estate Planning Brochure. To learn how easy it is to give through your will, visit willpower.ca or take a look at this video from philanthropic advisor Paul Nazareth.

The option(s) you choose depends on your unique circumstances and financial objectives. Please consult with your financial planner or lawyer for specific advice.