Planned Giving

Planned Giving



Creating a legacy through a charitable gift is something anyone can do! With some planning and the advice of your financial advisor, it’s possible to achieve your financial goals and leverage a small gift today into a meaningful, lasting legacy for the future – one that might not be possible through a traditional financial donation. By planning now, you ensure your support provides vital, ongoing funding for the work of Autism Edmonton today, and well into the future.


A charitable bequest made through your will allows you to leave a larger gift to Autism Edmonton than would be possible during your lifetime - it is a simple, yet powerful way of giving. In your will, you can choose to leave Autism Edmonton a specific piece of property, stock, securities, cash or a percentage of your estate. By planning now, you can leave a lasting legacy for the future.

  • Providing a significant future gift while retaining control of your assets during your lifetime;
  • A charitable tax receipt to your estate;
  • Reduction or elimination of estate taxes through careful planning;
Will Charitable Bequest

Leaving a gift to Autism Edmonton in your will is simple. Speak to your lawyer about drafting or revising your will or adding a codicil. Letting us know that you have made a bequest allows us the opportunity to thank you today and ensure that your gift can accomplish what you would like it to.


A gift of securities is a cost-effective opportunity to transform an asset into immediate and significant support for Autism Edmonton. By donating publicly traded securities-such as stocks, bonds, mutual funds, flow-through shares or stock options-you eliminate the capital gains tax that becomes payable if you were to sell the appreciated securities on the market and donate the proceeds from the sale to Autism Edmonton.

Donating a gift of appreciated securities is easy, you simply:

  • Determine with your financial advisor which investments will make the most philanthropic and financial impact.
  • Contact Autism Edmonton and let us know you have made your gift.
  • Instruct your broker to transfer your securities directly to Autism Edmonton and complete the appropriate transfer form.


A charitable endowment fund is a one-time or ongoing donation that is held in trust by Autism Edmonton and is permanently invested-providing income that supports Autism Edmonton every year. Named in your own name, or to honour a loved one, a charitable endowment fund can be established to support a specific Autism Edmonton program or initiative.

Establishing a named endowment fund creates a legacy and is a strong personal statement of your support and commitment to Autism Edmonton and the individuals we support each year.


  • You will be providing ongoing financial support for a program or initiative for Autism Edmonton;
  • A unique opportunity to honour or memorialize yourself or a loved one with a named endowment fund.


Gifts of life insurance are an affordable and effective way to transform modest insurance premium payments into a much more substantial gift to Autism Edmonton.

You can give the gift of life insurance in the follow ways:

  • Name Autism Edmonton as the beneficiary of a life insurance policy. Your estate will receive a tax receipt for the proceeds of the policy;
  • Transfer ownership of a paid-up policy with Autism Edmonton named as the beneficiary. You can choose to receive a tax receipt for the fair market value of the policy, or defer the tax receipt for your estate;
  • Transfer ownership of a partially paid-up policy with Autism Edmonton named as the beneficiary. You will receive a tax receipt for the fair market value of the policy along with annual tax receipts for your ongoing premium payments;
  • Take out a new policy with Autism Edmonton as the owner and beneficiary. You will receive annual tax receipts for your ongoing premium payments.


  • Smaller current cash investment leveraged into a larger future gift;
  • A charitable tax receipt for the fair market value of the policy for you or your estate, or an annual tax receipt for your ongoing premium payments;
  • Tax savings in your lifetime or for your estate;
  • Option of giving now or as part of your estate and will planning;
  • Satisfaction of seeing your gift put to good use today;
  • A charitable tax receipt;
  • No capital gains tax paid;
  • Donating part of your stock and retaining the remainder for personal use.


Making a gift of RRSPs or RRIFs is a simple and tax-savvy way to transform these assets into significant support for Autism Edmonton. By naming Orbis Canada as a beneficiary of your registered plan, you will receive a tax receipt for the value of the plan, avoid probate fees by removing these assets from your estate, and reduce your estate taxes.

A gift of RRSPs or RRIFs is a worthwhile alternative to a cash gift and you can donate all or a portion of your remaining retirement funds to Orbis Canada.


  • Providing a significant future gift, while still retaining ownership and use of the registered fund during your lifetime;
  • Charitable tax receipt for your estate;
  • Opportunity to offset estate taxes and reduce probate fees;
  • Ability to donate, while still providing for your family by naming more than one beneficiary.


A donor advised fund allows you to have control, flexibility and involvement with your gift and is a simple and cost-effective alternative to creating your own private foundation. A donor advised fund allows you to establish a personalized, named fund and decide how your philanthropic gift is used, without the complications, associated costs and administrative requirements of a private foundation.

A donor advised fund provides an opportunity to create your own legacy or honour a loved one by establishing a named fund to support Autism Edmonton now and in the future. When you establish your fund, you will receive a tax receipt for your initial donation, as well as all subsequent contributions. If you use appreciated securities to establish your fund, you will also be exempt from paying capital gains tax.


  • All the benefits of a private foundation without the costs associated;
  • Freedom and control to direct the funds;
  • Charitable tax receipt; Exempt from capital gains tax if appreciated securities are used to establish Fund.


Gifts of property provide an opportunity to make a more significant commitment to Autism Edmonton than might be possible with other types of giving. Gifts of property offer a substantial tax benefit and can be made in a number of different ways-you can give the property outright, place it in trust where you retain the use of it for life, or gift it by will.

Gifts can include things like:

  • Real estate – such as a home, cottage, a piece of land, or a commercial building;
  • Personal property – such as jewelry, antiques or memorabilia;
  • Cultural property – such as a painting, sculpture or other piece of art;
  • Capital property – such as stocks, bonds, RRSPs, RRIFs or mutual funds.


A charitable gift annuity allows you to make a gift to Autism Edmonton, while at the same time receiving a guaranteed income for life. You can establish a charitable gift annuity by:

  • Donating a sum of money to Autism Edmonton;
  • A portion of the gift represents an immediate charitable donation to Autism Edmonton for which you will receive a tax receipt;
  • The remaining amount is used to purchase a commercial annuity to provide a guaranteed stream of income for you and your surviving partner.


  • You receive a fixed income for life; often at the higher rate of interest than other investments;
  • You enjoy a safe investment guaranteed by a major insurance company;
  • You receive a charitable tax receipt for the portion of your gift that is immediately used by Autism Edmonton;
  • Only a portion of your gift will be subject to probate taxes as part of your estate.

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