Gift Considerations

There are many ways to make a gift to Wood's Homes

With increasing demands for support, it is important to take the time to determine how to make "the best gift" - specifically, the gift that provides maximum benefit to the community that is within one's capacity to give.

In order to determine how to make "the best gift", consider the following factors:

• Financial circumstances (i.e. financial resources and obligations)
• Personal circumstances (i.e. will my heirs be taken care of)
• Philanthropic objectives, such as:
• Provision of immediate or ongoing support
• Assurance of wise investment of your gift (regarding both investments and grants)

The following are examples of some common types of gifts:

• Cash Gifts
• Gifts of Appreciated Securities
• Gifts Funded by Life Insurance
• Bequests

Did you know you can now donate publicly traded securities to Wood's Homes?

Due to recent changes to income tax regulations, donations of publicly traded, appreciated securities to Wood's Homes will provide you with immediate benefits including tax credits and the elimination of capital gains taxes. This gives you a charitable income tax deduction for the full fair market value of the donation. Securities gifts can also be included in your will and estate.

The Family Office

Wood's Homes is proud to be associated with The Family Office, an organization that has a long history of assisting donors in reaching their philanthropic goals through gift planning strategies that are designed to maximize on tax and estate planning by transferring government directed tax dollars to the donor's charity of choice.

Family Office advisors can assist you in ensuring that you are aware of the benefits associated with philanthropic planning and the benefits of positioning yourself with key proven strategies that fall within your overall philanthropic plan, emphasizing the benefits to you, your family and Wood's Homes.
For further information about how you can work with The Family Office in support of Wood's Homes contact:

Darryl Wernham
Phone: (403) 268-0257
dwernham@thefamilyoffice.ca
http://www.thefamilyoffice.ca/