Benefits include:

1. Bigger charitable impact over time
2. Recurring donation, easy to manage 
3. Decrease in administrative costs, especially in marketing expenses and postage fees
4. Affordable, you decide when to increase or decrease your donation
5. Offers a steady and predictable source of funding

We accept donations from donors using DAFs companies and/or foundations to assist with their philanthropic wishes.   

The annual income earned from investing the capital of each Designated Fund is disbursed in accordance with the instructions of those establishing such a fund to the designated beneficiary of the fund; these can include a specific cause, project or area of interest. 

A Designated Fund provides an opportunity for an individual, family, organization, or institution to make a lasting contribution to the community and carry its name into perpetuity. 

Planned giving allows you to establish your personal legacy by making a strategic charitable donation that can reduce the tax payable on your estate and/or in some cases void capital gains tax.

Gifts from an estate may be in the form of:

• a whole estate
• a fixed amount
• real estate
• a residual amount—eg., a share or a percentage of your estate.

Suggested wording for your will: 

I give and bequeath the sum of $___________(or “the residue of my estate remaining”) to the Ukrainian Canadian Congress National Foundation (UCCNF) charitable number #781036223 RR0001. UCCNF will issue a tax receipt to your Estate.

Benefits include:

1. Wills are revocable and can be changed or modified if your financial situation changes
2. Allows you to plan for a greater gift
3. Wills are attractive for those who are older and do not have children or they have children who are self-sufficient
4. Your gift will be recognized in our publications

A portion of the total contribution is used to purchase the annuity from a licensed insurance company, while the balance is retained by the UCCNF as an immediate donation, for which you receive a charitable tax receipt. 

Benefits of donating Annuities: 

1. You receive a guaranteed income for life
2. Depending on your age, a substantial portion or all of the annuity payment is tax-free
3. You receive a charitable tax receipt for the gift portion
4. It allows you to eliminate capital gain tax when you donate long-term appreciated assets
5. Provides long-term support to your favorite causes
6. Your gift will be recognized in our publications

 UCCNF reserves the right to refuse gifts that are not of value or benefit to the UCCNF. 

Benefits of a gift in kind: 

1. You receive a charitable tax receipt for the appraised, fair market value determined on the day the gift is made
2. Gifts in kind can be made during your lifetime, and/or through your estate
3. Your gift will be recognized in our publications

Ask your family and friends to donate to the UCCNF in your memory – in lieu of flowers.

Three ways to donate a life insurance policy: 

1. Donate an existing life insurance policy and receive a charitable tax receipt for the net cash surrender value and any premiums paid after the donation date
2. Donate a new policy and receive a charitable tax receipt for any premiums paid after the donation date
3. Assign the UCCNF as the beneficiary of your individual or workplace insurance policy – your estate receives a charitable tax receipt

Advantages of life insurance gift: 

1. They are affordable
2. Your estate receives a charitable tax receipt based on the way the insurance was gifted
3. Gifts of life insurance are not included in the probate (they are outside of the will); therefore the funds will be received promptly without delay
4. Your gift will be recognized in our publications

The commitments to a pledge are not eligible for a tax receipt, but the payments to the pledge are. 

You receive a charitable tax receipt for the paid gift. 

RRSPs/RRIFS are among your most heavily taxed assets on transfer to the next generation. 

UCCNF can be named a beneficiary on registered retirement plan documents. A tax receipt for the value of the investment gift will be issued to the donor’s estate and applied towards the final income tax return.  

Alternatively, the donor can make a bequest to UCCNF  (this option is subject to probate) of value to that of RRSP/RRIF proceeds received by the estate. 

Benefits of planned gifts of RRSPs, RRIFs, and TFSAs: 

1. Remaining funds in most RRSPs/ RRIFs/TFSAs become fully taxable as income in the year of death, usually at the highest tax rate. Naming the UCCNF as the direct beneficiary of such plans generates a charitable tax receipt which will offset this tax
2. These types of gifts provide privacy as they are not part of your will, and there is no cost in creating them
3. The balance of your retirement fund flows outside your estate; therefore it is not included in the probate
4. Your gift will be recognized in our publications

Publicly Traded Securities & Shares are accepted by the UCCNF. Securities are appraised immediately upon transfer and the donor is provided with a tax receipt for the fair market value of the securities based on the closing bid of the share on the date of transfer.  

Donors making a gift of shares acquired through an employee stock option plan of a publicly-traded company benefit from the favourable treatment of a zero capital gain inclusion rate. To be eligible for this benefit, you must donate these shares in the same calendar year and within 30 days of their acquisition. 

Benefits include: 

1. The capital gain inclusion rate is zero when eligible stock or securities are donated directly to the UCCNF. If you sell the shares and donate the proceeds, you will be required to pay capital gains tax.
2. The value of your charitable tax receipt will be based on the market closing price on the day that UCCNF receives your stock or securities. 
3. Donors making a gift of shares acquired through an employee stock option plan of a publicly-traded company benefit from the favourable treatment of a zero capital gain inclusion rate. To be eligible for this benefit, you must donate these shares in the same calendar year and within 30 days of their acquisition. 
4. Your gift will be recognized in our publications.