Create a Legacy

Leave a lasting impact for generations to come.

your generosity, their future

We are grateful for your thoughtful consideration of a legacy gift, which reflects your commitment to positively impacting children, youth and families across the South Okanagan Similkameen.

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

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.

I included the OSNS Legacy Foundation in my will because I want to make sure this excellent organization continues no matter what. I feel strongly that if children with developmental challenges build skills and have successes, they will build their confidence as young individuals, who will then turn into amazing adults with leadership skills who will in turn give back to our community. These children are our future and we as a community need to make sure OSNS always has the funds to do what they do so well.

Sharon Romank, OSNS Legacy Foundation Bequest Donor

Contact information

Legal name: OSNS Legacy Foundation
Address: 103-550 Carmi Ave, Penticton, BC V2A 3G6
Charitable businesses no.: 725536536 RR 0001

To talk with our team further about leaving a legacy gift, please reach out to
Megan Windeler at megan.windeler@osns.org