Planned Giving

Planned gifts include Gifts in Kind, Wills and Bequests, Charitable Trusts, Gifts of Shares, Gifts of Life Insurance and Pension Assets, Gifts of RRSPs, RRIFs, and Pension, and Matching Gifts. Planned Giving is a form of charitable giving co-ordinated with your total financial and estate plans in mind. Regardless of the form of the gift, it is our primary purpose to ensure that it is properly managed and administered according to your wishes. In consultation with you, we will develop terms of reference that ensure the spirit and intent of your gift. We will work closely with you and your advisors to structure the donation so that you receive the greatest possible tax benefit. 

Wills and Bequests

It is our responsibility, and we owe it to the Lord and our loved ones, to have our affairs in order so that what we have accumulated in life will be used well after we are gone. Gifts by will to Ucrainica Research Institute are important because they enable individuals to make significant gifts that they may not have been able to make during their lifetimes. Bequests to Ucrainica Research Institute, whether unrestricted or designated, are eligible for tax receipts. Tax credits can be used against 100% of the estate’s net income in the year of death, and any excess may be carried back to the previous year. 

For more information regarding gifts through Wills and Bequests, contact Orest Steciw Project Coordinator at:
416-516-8223  or send an email to luc@lucorg.com