The Ukrainian Canadian Congress National (UCC)  & the Ukrainian Canadian Congress Charitable & Educational Trust  (UCC C&E Trust) are dedicated to supporting and promoting the needs of the Ukrainian Canadian community for the benefit of future generations. To achieve our goal, we need your financial assistance. The following outlines some of the various opportunities that are available to those who wish to contribute financially to the UCC National or the UCC  C&E Trust.  Thank you for your support!

All contributions are sincerely appreciated and help us to address a wide range of needs in the community.
There are many ways to donate to the Ukrainian Canadian Congress consider making a tribute gift to a loved one,  become a monthly donor or make a planned gift-estate gift:

By Phone

Call +1.866.942.4627

Our employees and volunteers will be happy to assist you on Monday-Friday from 9:00 am to 5:00 pm

By Mail

Address: UCC -National, 203-952 Main Street, Winnipeg, MB, R2W 3P4

Download a UCC Donation Form

Download a UCC C&E Trust Donation Form

If you participate in your employer’s annual United Way campaign, you can choose to designate the Ukrainian Canadian Congress Charitable & Educational Trust the recipient of your charitable contributions. Speak with your employer to learn more about donating to UCC-National through the United Way.

Planned/Legacy giving equals planning for a brighter future.

 

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Planned giving or Legacy gift is a bequest gift in your will.  Planned giving allows you to establish your personal legacy by making a strategic charitable donation that can reduce the tax payable on your estate and/or in some cases void capital gains tax.

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Gifts from an estate may be in the form of:
– a whole estate
– a fixed amount
– real estate
– a residual amount—eg., a share or a percentage of your estate.
(Gifts such as stocks & securities, insurance policies & annuities, and retirement funds  are recommended to be given directly to the organization-not included in the will to maximize tax benefits)

 

Suggested wording for your will:
I give and bequeath the sum of $___________(or “the residue of my estate remaining”) to the Ukrainian Canadian Congress – National or the Ukrainian Canadian Congress Charitable & Educational Trust (UCC C&E Trust). ( UCC C&E Trust will issue a tax receipt to your Estate)

 

Benefits of bequest:

  1. wills are revocable and can be changed or modified if your financial situation changes
  2. will allow a greater gift to be made
  3. wills are attractive for those who are older and do not have children or they have children who are self-sufficient
  4. your gift will be recognized in our publications
For more information, please contact  Janine Asya Kuzma, UCC National Fund Development Manager,  416.524.7665 or janine.kuzma@ucc.ca

          Life Insurance Policy – an affordable way to create a significant legacy.

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Three ways to donate Life Insurance Policy:

1. donate an existing life insurance policy: receive a charitable tax receipt for the net cash surrender value and any premiums paid after the donation date

2. donate a new policy: receive a charitable tax receipt for any premiums paid after the donation date

3. assign the UCC C&E Trust as the beneficiary of your individual or workplace insurance policy – your estate receives a charitable tax receipt

 

 

Advantages  of Life Insurance gift:

1. they are affordable

2. your estate receives a charitable tax receipt based on the way the insurance was gifted

3. gifts of life insurance are not included in the probate  (they are outside of the will) so the charity  gets them right away

4. your gift will be recognized in our publications

 

For more information, please contact  Janine Asya Kuzma, UCC National Fund Development Manager,  416.524.7665 or janine.kuzma@ucc.ca

Gifts-in-Kind are gifts of property other than cash. They include donations of capital property, real estate, a leasehold interest, a residual interest, equipment, a right of any kind.

UCC-National reserves the right to refuse gifts that are not of value or benefit to UCC.

Benefits of a gift in kind:

1. You receive a charitable tax receipt for the appraised, fair market value determined on the day the gift is made

2. Gifts in kind can be made during your lifetime, or through your estate

3. Your gift will be recognized in our publications.

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For more information, please contact  Janine Asya Kuzma, UCC National Fund Development Manager,  416.524.7665 or janine.kuzma@ucc.ca

Tax-Smart Giving

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Publicly Traded Securities & Shares are accepted by the UCC National & UCC (C&E Trust). Securities are appraised immediately upon transfer and the donor is provided with a tax receipt for the fair market value of the securities based on the closing bid of the share on the date of transfer. Donors making a gift of shares acquired through an employee stock option plan of a publicly-traded company benefit from the favourable treatment of a zero capital gain inclusion rate. To be eligible for this benefit, you must donate these shares in the same calendar year and within 30 days of their acquisition.
Example: Ihor decided to support the UCC (C&E Trust)  with a gift of $100,000. When reviewing whether he should sell his shares in a publicly-listed corporation and then donate the cash proceeds, or donate the shares directly,  Ihor learned that he would have a greater net tax benefit by donating the shares directly to the UCC.  See the below chart that assumes a tax rate of 50 percent.

OPTION  1

Shares are Sold FIRST

& cash is donated

OPTION 2

Shares are donated

DIRECTLY

Fair Market Value $100,000.00 $100,000.00
Cost Basis $20,000.00 $20,000.00
Capital Gain $80,000.00 $80,000.00
Taxable Gain $40,000.00 $0.00
Tax Credit (at 50%) $50,000.00 $50,000.00
Tax on Gain (at 50%) $20,000.00 $0.00
Tax Savings $30,000.00 $50,000.00

Benefits of gifts of stocks and securities:

1. the capital gain inclusion rate is zero when eligible stock or securities are donated directly to the UCC C&E Trust. If you sell the shares and donate the proceeds, you will be required to pay capital gains tax

2. the value of your charitable tax receipt will be based on the market closing price on the day that UCC C&E Trust receives your stock or securities

3. donors making a gift of shares acquired through an employee stock option plan of a publicly-traded company benefit from the favourable treatment of a zero capital gain inclusion rate. To be eligible for this benefit, you must donate these shares in the same calendar year and within 30 days of their acquisition

4. your gift will be recognized in our publications

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For more information, please contact  Janine Asya Kuzma, UCC National Fund Development Manager,  416.524.7665 or janine.kuzma@ucc.ca

Annuity involves the transfer of cash or property to the UCC-National (C & E Trust) in exchange for a partial tax deduction and a lifetime stream of annual income. Depending upon your age, this income maybe 100 %  tax-free.
A portion of the total contribution is used to purchase the annuity from a licensed insurance company, while the balance is retained by the UCC C&E Trust as an immediate donation, for which you receive a charitable tax receipt.

Benefits of donating Annuities:

1. you receive a guaranteed income for life. Annuity rates are typically much higher than the return on guaranteed income investments

2. depending on your age, a substantial portion or all of the annuity payment is tax-free

3. you receive a charitable tax receipt for the gift portion

4. it allows you to eliminate capital gain tax when you donate long-term appreciated assets

5. provide long-term support to your favorite causes

6 your gift will be recognized in our publications

 

Example — a charitable gift annuity for an 80-year-old:

A transfer of $80,000 gives an annual payment of $,3500.00, guaranteed for life, while $30,000 becomes the gift portion and the amount of the charitable tax receipt.

 

For more information, please contact  Janine Asya Kuzma, UCC National Fund Development Manager,  416.524.7665 or janine.kuzma@ucc.ca

UCC National or UCC C&E Trust will accept pledge commitments. The commitments to a pledge are not eligible for a tax receipt, but the payments to pledge are.
  • You receive a charitable tax receipt for the paid gift.

For more information, please contact  Janine Asya Kuzma, UCC National Fund Development Manager,  416.524.7665 or janine.kuzma@ucc.ca

UCC-National  (C&E Trust) can be named a beneficiary on registered retirement plan documents. A tax receipt for the value of the investment gift will be issued to the donor’s estate and applied towards the final income tax return. Alternatively, the donor can make a bequest to UCC  C&E Trust  (this option is subject to probate) of value to that of RRSP/RRIF proceeds received by the estate.

Benefits of planned gifts of RRSPs, RRIFs, and TFSAs:

1. remaining funds in most RRSPs/ RRIFs/TFSAs become fully taxable as income in the year of death, usually at the highest tax rate. Naming the UCC C&E Trust as the direct beneficiary of such plans generates a charitable tax receipt which will offset this tax

2. these types of gifts provide privacy as they are not part of your will, and there is no cost in creating them

3. the balance of your retirement fund flows outside your estate, therefore it is not included in the probate

4. your gift will be recognized in our publications

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For more information, please contact  Janine Asya Kuzma, UCC National Fund Development Manager,  416.524.7665 or janine.kuzma@ucc.ca

A Designated Fund represents a sum of money set aside within the Congress or Trust for a special or designated purpose. The annual income earned from investing the capital of each Designated Fund is disbursed in accordance with the instructions of those establishing such a fund to the designated beneficiary of the fund. These can include a specific cause, project or area of interest.

A Designated Fund provides an opportunity for an individual, family, organization, or institution to make a lasting contribution to the community and carry its name into perpetuity.

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For more information, please contact  Janine Asya Kuzma, UCC National Fund Development Manager,  416.524.7665 or janine.kuzma@ucc.ca

Memorial Gift: Ask your family and friends to donate to the UCC or UCC (C&E Trust)  in your memory – in lieu of flowers.

If you have any questions
please call or email Janine Kuzma, Fund Development Manager at 416.524.7665 or janine.kuzma@ucc.ca