While caring for her ailing father, Lorna experienced first-hand the gaps that exist within seniors' health care, particularly for patients with dementia.
Gift in will
A gift in your will is a deeply personal, forward-thinking way to give. Once family and friends are cared for, we hope you'll remember SFU. Your legacy will brighten the future of every student who is touched by your generosity.
Additionally, a well-planned gift is ideal when you want to reduce or even eliminate your final income taxes. The most common types of bequests are:
- Residual bequest: SFU receives a portion of the remainder of your estate after other specific gifts have been made.
- Specific bequest: SFU receives a specific dollar amount or stated fraction of your estate or a specified gift of property (collections, art, books, real estate, etc.).
- Contingent bequest: SFU would receive a stated share of your estate, but only in the event of the prior death of other named beneficiaries.
- Trust remainder bequest: Named beneficiaries receive income from a trust established in the will. Upon death of the surviving beneficiaries, or at the end of the specified term, all or part of the remaining principal will pass to SFU.
Whether you're considering a major revision of your current will or you're about to have a will drafted for the first time, making a bequest to SFU is easy to do. We're here to answer your questions and provide expert guidance at every step.
Have you already included SFU in your estate plans? Your commitment is sincerely valued, and we want to make sure our information regarding your estate plans is up-to-date and your preferences for recognition are honoured.
Please download and fill in our Future Legacy Circle Form and return it at your earliest convenience. Your information will be kept private and confidential.