Estate Planning & Legacy Giving

Will bequests, gifts of securities and insurance gifts are thoughtful ways for you to play a larger role in helping Copernicus Lodge provide the best quality of life and quality of care for its seniors well into the future.

It’s a remarkable act of generosity that says so much about what you value. One of the greatest measures of life is the world we leave to others. By making a planned gift to Copernicus Lodge, you will leave an indelible mark on our shared community. It’s relatively simple and lets you leave a legacy for generations to come.

Each kind of legacy gift offers its own tax and financial benefits. We encourage you to speak to your financial advisor, lawyer, or contact us to learn more.

A charitable bequest is a donation made through your will, allowing you to leave Copernicus Lodge a specific asset, sum of money, or percentage of your estate. This planned gift can reduce taxes and provide a lasting legacy, supporting high-quality senior care while caring for your family’s future.

Your generosity can make a meaningful impact on the lives of seniors at Copernicus Lodge. To learn more about charitable bequests and how you can create a legacy of care, call the Copernicus Lodge Foundation today. Let’s plan a future of compassion—together.

Review our sample bequest wording: Suggest Bequest in a Will

A gift of life insurance is a smart way to support Copernicus Lodge without affecting your financial security. Even a small commitment can make a big difference.

Giving through life insurance is simple and meaningful. Talk to your financial advisor to find the best option for your goals. To transfer a policy, create a new one, or update your beneficiary, contact our Fundraising and Development Officer today. Your generosity will help support future generations at Copernicus Lodge.

Designating Copernicus Lodge Foundation as a beneficiary of your RRSP or RRIF is a simple way to make a lasting impact. This gift helps offset taxes upon your passing, and your estate receives a charitable tax receipt for the full amount transferred. To give, just update your beneficiary designation with your financial institution.

Donating RRSPs or RRIFs is simple. Request a change of beneficiary form from your plan provider, update it to name Copernicus Lodge Foundation as a beneficiary, and return it to your provider. Let us know about your gift so we can express our gratitude and recognize your generosity.

Download your beneficiary form from your bank: BMO, CIBC, CIBC’s Investor’s Edge, Manulife, RBC Direct Investing, Scotiabank, Scotia iTRADE, or TD Direct Investing.