
Irene Antochiw
bequests of $90,000.00 (2020)
Leave your legacy through your will!
An affordable and TAX-SMART way to make a strategic donation!
Giving a bequest gift in your will allows you to make a major charitable contribution which may not be possible to make during your lifetime, and can save your estate a sizable amount of money on taxes.
The Ukrainian Canadian Congress-National (C&E Trust) would be honored if you would consider leaving your legacy in your will to ensure that the UCC-National continues to make our community strong, respected, and influential.
Please talk to your legal advisor, accountants and/or investment advisors. A planned gift can help get significant tax advantages and allows to make a gift at a higher level than what might have been considered possible. It is always a good idea to coordinate the planned gift with the charity/organization to ensure the maximum benefit is achieved. If you do not want to do that, an unrestricted bequest is always the best option.
We thank you in advance!
Why Give a Planned Gift to the UCC-National?
- To ensure that the work you have supported and believed in continues.
- To make sure that our community’s and Ukraine’s interests are protected and represented.
- To make sure that our community will be strong for many years to come.
- It is a tax-effective way to support the UCC (C&E Trust) – your estate may claim gifts in the year of death up to 100 % of your net income in that year and the preceding year.
- You will become a member of our Legacy Club. With your consent, you will be recognized in our donor listing.
What should I tell my family?
Talking it through with your kids is a crucial step.
Explain that your charitable donation will offset taxes on the estate, and instead of your money going to the tax collector, they will go to your favorite organization.
Ways to make a Planned Gifts to the Ukrainian Canadian Congress-National
Some practical tips on how to prepare to meet with your lawyer.
Create an Inventory of Assets and Liabilities
Identify Your Beneficiaries
Make a list of all of your close family members and friend whom you want to remember in your plans. Also include any charitable organizations you want to benefit after your life comes to an end – educational institutes, hospitals, places of worship, etc.
A gift to charitable organizations through your estate can make a lasting difference.
Name an Executor
The executor is typically a spouse, sibling or child but can be anyone you trust to follow the directions you have stated in your will. You will want to choose someone who is honest and who has good organizational and communication skills and will be sensitive to the needs of your family. Naming an Alternative Executor may also be a good idea.
Typically, the executor will handle these duties:
- manage your estate
- file your will for probate (the legal process of verifying your will)
- collect and manage your assets
- pay your bills and those of your estate
- arrange and pay for your funeral
- distribute your assets as you have indicated in your will
Document Check List. Bring the following documents with you when you meet with your attorney:
- current wills, power(s) of Attorney for Property and Personal Care
- property deeds
- marriage, cohabitation, separation, divorce papers
- business registration, articles of incorporation, partnership agreement, shareholders’ agreement
- registered investment statements (RRSPs, RRIFs, etc.)
- life insurance policies
- investment account statements
- most recent income tax return and a notice of assessment
The drafting of a will should be arranged with the involvement of legal counsel. It is preferable that you allow for the broadest possible flexibility for determining how your gift should be used by the UCC-National while at the same time ensuring that the UCC can carry out your wishes. Below see the information your lawyer might need:
Ukrainian Canadian Congress-National: Charitable Trust Number: BN:119273464RR
UCC Address: Ukrainian Canadian Congress-National, 203-952 Main St., Winnipeg, MB., R2W 3P4
UCC Website: http://ucc.ca
Here is an example of suggested wording:
I give and bequeath to the Ukrainian Canadian Congress – National (C&E Trust), Winnipeg, MB, the sum of $________ or ______% of my estate.