Leaving a gift to the Sunshine Coast Foundation in your Will is an opportunity to share your values and dreams for the kind of future you want to pass on to your children and grandchildren. You don’t need to choose between taking care of your loved ones and leaving a gift to charity – you can do both!
Leaving a gift in your Will can be as unique as you are. Are you passionate about social justice? Do you want to support housing and care for vulnerable community members? Do you relish the natural environment and the beauty of the Coast? Or maybe the arts are what has added richness to your life. The Sunshine Coast Foundation can help you leave a gift in your Will for the causes on the Coast that you care about most, leaving a legacy that generates benefits long after you are gone.
A gift in your Will can make a major difference in the ability of the Sunshine Coast Foundation to serve the needs of the community. Please make sure you have an up-to-date will, and consider making a gift to the Sunshine Coast Foundation in addition to your other bequests, which will pay dividends for decades to come.
If you choose, you may notify us that you have left a gift in your Will and become a member of the Foundation’s Legacy Circle. The names of Legacy Circle members are published in the Foundation’s Annual Report and on our website to inspire others to consider doing the same.
You can choose to leave a bequest to the Sunshine Coast Foundation in your Will. We will provide an official receipt for income tax purposes to your estate. Once you have taken care of your loved ones, you can choose between leaving a specific dollar amount, leaving a percentage of your estate, or leaving the residue.
Are you interested in starting a conversation with your financial advisor about leaving a gift in your Will to the Sunshine Coast Foundation? Not sure how to start? We have a tool that can help! Download our free Guide to Talking to Your Advisor.
There are many ways that your client’s legacy can be structured. Please visit this page for the appropriate language and sample wording to use in your clients Will.
There are many other options for both legacy gifts and gifts during your client’s lifetime, such as gifts of securities or the proceeds of a life insurance policy.
Please contact us to discuss how we can help you to achieve your clients’ wishes.
Please contact our Executive Director, Erin Storey if you have any questions.
604.741.7360
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Many community foundations start modestly, taking many years to build the capital necessary to make meaningful grants to local charities. Occasionally, a significant bequest can be a game changer in terms of a foundation’s capacity. Such was the case for the Sunshine Coast Foundation in 2011, when we were the beneficiary of the estate of Vera Elizabeth Barron. A tiny woman with a big heart, Vera’s gift of nearly $2 Million more than doubled the size of the permanent endowment and significantly increased the Foundation’s ability to pursue its mission
Not every bequest will be this significant, and most are much smaller. Nonetheless, a gift in a will can make a major difference in the ability of your local community foundation to serve the needs of the community.
The Sunshine Coast Foundation is very grateful that the following people have included a gift to the Community Foundation in their wills:
Susan Grenville retired from TELUS after 30 years of service and left with a lifelong passion for giving back to her community. “I just think it’s so important to not always think about yourself but to think about others,” says Susan.
Included in Susan’s volunteering is the TELUS Community Ambassadors club on the Coast. In appreciation for Susan’s volunteer time, TELUS donates money to charities that are close to her heart as part of their “Dollars for Doers” program. “This is where it all started for me,” shares Susan.
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