Gifts of RRSP/RRIF
Great horned owl (Photo by Karol Dabbs)
Registered retirement investments are the most heavily taxed assets and the least effective means of transferring your wealth to the next generation. They can be transferred tax-free to a spouse, but all remaining funds will be fully taxed in your estate.
Benefits of giving through a RRSP or RRIF
If you name the Nature Conservancy of Canada beneficiary of all or a percentage of the funds, a tax receipt for the value of the gift will be issued to your estate and the tax credit will offset almost all applicable taxes.
This charitable gift can also help preserve other assets in the estate for your family and loved ones. And by choosing the Nature Conservancy of Canada as your beneficiary, your gift will also help ensure a future for Canada’s nature.
And it’s easy
You can make this gift outside your Will by naming the Nature Conservancy of Canada as a beneficiary directly on the form provided by the financial institution that manages your funds.* It is simple, confidential and you can always change the beneficiary designation at no cost.
*QC residents: legislation may vary. Please consult a financial advisor.
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