Leaving a Gift in Your Will

A gift in your will, also known as a charitable bequest, allows you to designate a portion of your estate to a registered charity such as the Calgary Military Family Resource Centre (MFRC).

It is a thoughtful and meaningful way to create a lasting legacy for a cause that matters to you.

•    It costs nothing today — your gift is made in the future
•    You remain in full control — your family always comes first
•    It creates a lasting legacy of care and support
•    It can reduce taxes owed by your estate, leaving more for loved ones and charities
 

In Canada, a charitable gift made through your will may provide valuable tax benefits to your estate. Eligible donations may be claimed against up to 100% of net income in the year of death, with any remaining amount potentially applied to the previous year, subject to Canada Revenue Agency rules. Families are encouraged to consult a legal or financial advisor when planning their gift.

You may choose the option that best fits your circumstances:

• A percentage of your estate (often called a residual gift)
  • Example: 5% or 10% of what remains after other gifts are made
• A specific dollar amount
  • Example: $10,000
• A gift of specific assets
  • Such as securities, property, or other assets

Many people choose a percentage of their estate, as it automatically adjusts over time.

Your lawyer will help draft the final wording, but the following is often helpful to share:

“I give to the Calgary Military Family Resource Centre, Charitable Registration Number 129175667 RR0001, ___% of the residue of my estate, to be used for its general charitable purposes.”

Yes. An Alberta estate lawyer can help ensure your wishes are clearly documented, legally valid, and straightforward for your executor to carry out.

You are not required to notify the Calgary MFRC if you include a gift in your will. However, many donors choose to let us know so we can thank them and recognize their thoughtful commitment.
 

This also allows us to:

•    Ensure correct legal naming
•    Honour your wishes
•    Thank you personally (anonymously, if you prefer)