Legacy Giving

Leaving a legacy gift gives Alzheimer Society Peel momentum to create a brighter future for all those touched by dementia.

Ways to Leave a Legacy

There are numerous ways to create a lasting impact that gains momentum.

Discover a Way to Give that suits you best:

Leave a Gift in Your Will

By planning your gift today, you help ASP deliver on its vision of providing Help for today and Hope for tomorrow, and you receive a charitable tax receipt for your contribution.

You don’t need to have everything figured out to start making an impact. Below are some helpful resources for you to get started:

Name ASP as a Life Insurance Beneficiary

Transform a modest premium into a significant legacy by designating the Alzheimer Society Peel as a beneficiary. Your gift will help advance patient care, research, and innovation, creating lasting benefits for our community for generations to come.

Endowments

Create a Name Endowment Fund

Establish a fund in your name to support Alzheimer Society Peel’s programs and services for future clients and CarePartners.

Contribute to Any Existing Endowment Fund

Support ongoing priorities by adding to a fund aligned with your values and interests.

Investments

Donate Securities

Donate your publicly traded or employee stock, mutual funds, bonds, or shares to ASP to avoid capital gains tax while ensuring no one walks their dementia journey alone.

Save on taxes by transferring your publicly traded securities to ASP before selling. This option avoids capital gains tax and provides a tax receipt for the total appreciated amount, reducing the net cost to you and your estate.

To get started, download and complete the steps below:

  1. Download ASP’s Securities Form

  2. Complete and sign it

  3. Send to:
    CIBC Wood Gundy Inc
    416-594-7945
    Fred Guzzi: fred.guzzi@cibc.ca
    or David Ritchie: david.ritchie@cibc.com

  4. Notify ASP donations@alzheimerpeel.com

  5. Once your shares are liquidated, ASP will provide you with a tax receipt.

Give through RRSP or RRIFS

Name ASP as a beneficiary to leave a lasting legacy while reducing your estate taxes.

Establish a Charitable Remainder Trust

Receive income for life while supporting the future of dementia care with the remaining assets in your trust.