Planned Giving

What is Planned Giving?

As the Canadian Association of Gift Planners defines it; “Planned Giving is the donor-centered process of planning charitable gifts, whether current or future gifts, that meets philanthropic goals and balances personal, family, and tax considerations.”

Planned Giving is not a specific campaign.  It is not a short run campaign for a specific cause, but rather a method of fundraising with emphasis on building long term relationships with its prospects and donors as well as its use of specific gift giving vehicles.

see:  Frequently Asked Questions

For further information please contact : Jules Dagenais 

A Planned Giving Program For Catholics

The Archdiocese of Ottawa has introduced a Planned Giving Program so that it can fulfill its important role in the community.  The works of the Catholic Church in our region must continue and grow both for today’s needs as well as for those of future generations.


The following options, which cover present and deferred donations, are now available.




Gift of Securities Letter of Instruction Form

Gift of Securities Electronic Letter of Instruction


Please consult the above for more details about each option in order to assess which one might better suit your needs.  These options should be reviewed while noting the generous Federal and Provincial income tax provisions that exist to significantly lower the donor’s income tax; a significant way to maximize the value of your donation.
Flyer - Donation of publicly listed securities
Flyer - You can make a gift of insurance to protect people of faith
Flyer - How can you support your Church and keep an income for life?
Flyer - Are you thinking about making a gift to your Church?
Flyer - A Planned Giving Program for Catholics 
Flyer - Leaving a Legacy of Faith


Have you considered a gift in your will to provide for the faith life of future generations?


How to Leave a Legacy
 
The Archdiocese has extracted sections of the recently published How to Leave a Legacy, an insert celebrating national Leave a Legacy Month in May. How to Leave a Legacy is filled with information and ideas on how you can donate to your Church and reap the benefits of leaving your legacy of faith. The full publication is available free of charge in the current issue of Forever Young. For further information, please contact Jules Dagenais, Diocesan Financial Administrator, at 613-738-5025, ext. 249.


Canada Revenue Agency - Giving to charity: Information for donors - Speaker's kit

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