How to make your legacy gift

A gift in your will (bequest)

A will is an easy, cost-effective way to ensure that your final wishes are respected. A bequest is a gift from your estate and it will reduce your estate taxes. You can give as much or as little as you want and you can always change your mind.

The process of leaving a gift to the David Suzuki Foundation in your will simply requires adding a phrase about your intention. When adding the David Suzuki Foundation as a beneficiary, the most important thing is to use our legal name and charitable number. Our legal name is The David Suzuki Foundation and our Canadian charitable number is BN 127756716RR0001.

Residual bequest

A residual gift in your will means you leave a percentage of what's left of your estate to the Foundation after you take care of your loved ones. The beauty of a residual gift is that it protects the intent of your legacy gift by ebbing and flowing with inflation, or any other change of situation that life may bring your way.

Suggested sample wording:

I give to The David Suzuki Foundation, charitable number BN 127756716RR0001, ____% of the residue of my estate.

Specific bequest

You can designate a specific dollar amount or a specific piece of property, such as a home or securities.

Suggested sample wording:

I give to The David Suzuki Foundation, charitable number BN 127756716RR0001 the sum of $_______ .

Life insurance or retirement plan

You can designate the Foundation as the owner or beneficiary of your life insurance policy or of your retirement plan. Simply contact your retirement plan administrator or life insurance company and complete the appropriate beneficiary designation form.

Disclaimer

The information provided by the David Suzuki Foundation is not intended as a substitute for professional financial or legal advice. We strongly advise you to consult a lawyer and/or financial advisor to determine which options are best for you and your family, and to maximize the tax advantages of your gift.