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/ Tax - Charities and non-profit organizations

Tax - Charities and non-profit organizations

British Columbia Estate Planning and Wealth Preservation not purchased

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Chapter 15: Charitable Donation Planning

(Current to: March 15 2026)
Gift Plus Annuity Agreement—Joint Lives

(Current to: March 15 2026)
Charitable Remainder Trust

(Current to: March 15 2026)
Deed of Gift—Planned Charitable Giving

(Current to: March 15 2026)
Scholarship Endowment Fund Agreement

(Current to: March 15 2026)
Outright Gift—No Restrictions (Sample Wills Clause for Charitable Giving)

(Current to: March 15 2026)
Outright Gift—Expressing Non-Binding Wishes as to Use of Funds (Sample Wills Clause for Charitable Giving)

(Current to: March 15 2026)
Gift for Restricted Purpose—Naming—Spend Capital and Income (Sample Wills Clause for Charitable Giving)

(Current to: March 15 2026)
Gift for Restricted Purpose—Naming—Spend Capital and Income Provided That Capital of Gift Is Held for Initial Period of Time (Sample Wills Clause for Charitable Giving)

(Current to: March 15 2026)
Spousal Trust with Gift Over to Charities or Charitable Causes

(Current to: March 15 2026)
Endowment—Scholarship/Bursary at University—Naming—Investment Provisions—Discrete Purpose Charitable Gift (Sample Wills Clause for Charitable Giving)

(Current to: March 15 2026)
Gift to Charity (Discrete Purpose Charitable Gift) (Sample Wills Clause for Charitable Giving)

(Current to: March 15 2026)
Investment Clause (Sample Clause for Charitable Giving)

(Current to: March 15 2026)
Make Donations Clause (Sample Clause for Charitable Giving)

(Current to: March 15 2026)
Client Interview Checklist (When Taking Will Instructions) for Planned Charitable Giving

(Current to: March 15 2026)

v. 2.16.0-SNAPSHOT-L

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