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P (250) 741-0224

F (250-741-0227

E info@nanaimoacl.com

201 - 96 Cavan Street

Nanaimo, BC, V9R 2V1

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© 2019 NACL Nanaimo Association for Community Living. Site created by Gio Creative.

planned giving

Thank you for your interest in potentially providing a lasting gift to NACL that will grow in perpetuity.  There are a variety of giving methods that will help build NACL's Endowment Fund, which are as follows:

Outright Gift

  • You can make a gift of cash, stocks, bonds, real estate, or other assets to the NACL Endowment fund.  Your gift qualifies for maximum charitable benefit under federal law.

Appreciated Securities

  • You can give appreciated securities to the NACL Endowment Fund to eliminate capital gains tax and get an immediate tax receipt for the market value of those securities.

Bequest

  • You can designate a gift or portion of your estate to the NACL Endowment Fund and, in some cases, receive a substantial reduction of federal gift and estate taxes.

Charitable Remainder Trust

  • You can place cash or property in a trust that pays annual income to you (or another named beneficiary) for life.  After your death, the remainder of the trust transfers to the NACL Endowment Fund.  You receive income tax benefits You can give appreciated securities to the NACL Endowment Fund to eliminate capital gains tax and get an immediate tax receipt for the market value of those securities.

Please note that we are unable to accept life insurance gifts at this time.

How do I arrange my gift to NACL?

Our friends at The Nanaimo Foundation handle all the administrative responsibilities and investment management related to the NACL Endowment Fund, so that NACL's staff and volunteer hours are concentrated on fulfilling our mission.

Each individual, family, or organization has unique charitable interests and unique financial circumstances.  The Nanaimo Foundation can help you make the most of both, so you receive the greatest return on your investment in NACL.

The Nanaimo Foundation can facilitate even the most complex planned gifts or gifts of appreciated stock or real estate.

To learn more about the options available to you and your family to support the NACL Endowment Fund, please contact:

Laurie Bienert

Executive Director

The Nanaimo Foundation

Phone:  (250) 667-4292

E-mail:  laurie@nanaimofoundation.com

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