Thank you for considering these gift options.
Your legacy gift can secure life-changing, long-term improvements for children. When you consider making a gift to the OSNS Legacy Foundation through your estate planning, you can be sure it will be used to the full advantage once received. Your generosity today will impact the tomorrow of kids with developmental challenges in the South Okanagan. You are helping to secure these services for generations to come – thank you!
We recommend asking your professional advisor for guidance when making a gift in your estate to the OSNS Legacy Foundation. There are several options and each has its own set of unique tax advantages.
Ways to leave a legacy:
- Include a bequest to OSNS Legacy Foundation in your Will
- Name the OSNS Legacy Foundation as a beneficiary of your RRSP, RRIF or TFSA
- Gift of life insurance
- Gift of securities – shares, bonds or mutual funds
We are working closely with the Community Foundation of the South Okanagan Similkameen to process the above gift types.
Sample phrases for your Will:
I give to the OSNS Legacy Foundation, Charitable Number 725536536 RR 0001, the sum of $_______ to be used at the discretion of the organization.
I give to the OSNS Legacy Foundation, Charitable Number 725536536 RR 0001, _____% of the residue of my estate to be used at the discretion of the organization.
Please consult a lawyer, financial advisor or estate planner to review any wording in your Will.
Legal name: OSNS Legacy Foundation
Address: 103-550 Carmi Ave, Penticton, BC V2A 3G6
Charitable businesses no.: 725536536 RR 0001
If you would like to talk with our team further about leaving a legacy gift, please reach out to Megan Windeler at email@example.com.