Planned Giving

Sean Zikman
Director of Philanthropy

(514) 488-0043, ext 1410

Most people never consider leaving a gift in their will to a charity.

Through careful planning, you can make the financial security of your loved ones a priority while helping Habilitas provide hope to future generations of Montrealers with physical disabilities.

By making a planned gift to Habilitas, you can make the most of your assets while helping us to build a better future for so many in our community with sensory or physical impairments. 

About the HABILITAS Legacy Society
A planned gift is a charitable donation whose benefit can be felt immediately or at a later date of your choosing. It is a simple act of generosity that will help Habilitas to develop its vision while allowing you to provide your estate with important tax and income benefits.

Perhaps the simplest way to make a planned gift is to name HABILITAS in your Will. Gifts can be a specific amount or a percentage or residue of your estate or any other asset. The fiscal advantages that follow can dramatically reduce the taxes to be paid out by the estate.

Life Insurance
This type of giving allows you to make a significant impact through a small annual payment. Several options are available, including designating HABILITAS as the full or partial beneficiary of your policy. You can also transfer ownership of an existing policy and benefit from significant tax savings.

Charitable Remainder Trusts
This approach allows you to make a substantial contribution that also guarantees you personal income for your lifetime that is tax-free. The trust manages the allocated capital until the time of death, at which time the remaining assets will be transferred to HABILITAS.

Endowment Funds
This form of planned giving allows you to make a significant gift that is also a lasting legacy in honor or in memory of a loved one. You can specify where the funds will be directed as well as the name of the fund; the Habilitas Foundation will benefit from the income generated on the capital transferred.

Please consult your independent financial or legal advisor before arranging your planned gift. Members of the HABILITAS Legacy Society’s advisory committee are also available to provide professional, confidential advice or assistance upon request.

Contact Sean Zikman, Director of Philanthropy, for additional information.

Other Ways to Donate