Legacy Giving

---

St Bartholomew's has benefited greatly from the generosity of parishioners who have provided legacy gifts in the form of bequests, life insurance, securities, annuities and property. These gifts enable the parish to carry out important outreach programs and to maintain and restore the physical fabric and furnishing of this historic church and its grounds.There is a very important tax benefit to your estate when you choose to make a legacy gift to St Bart's. Your estate is entitled to a charitable receipt for the full value of your gift which can reduce significantly the tax payable by your estate when your estate income tax is filed. To facilitate your planned giving, St Bart's provides information in the brochure "Leave a Lasting Legacy to the Church of St. Bartholomew".

What is a Legacy Gift?

It is a commitment to give a charitable gift at death as part of financial estate planning. After you have provided for your loved ones, please remember St Barts in your will. Legacy giving is an important part of Christian stewardship. A legacy gift to St Barts, whether it is large or small, demonstrates the important part St Barts has played in your life and allows you to play a role in its future. Every adult, no matter their age, should have a will and we should all consider St Barts as part of our estate plans.

Why should I consider St Barts in my will?

It is a commitment to give a charitable gift at death as part of financial estate planning. After you have provided for your loved ones, please remember St Barts in your will. Legacy giving is an important part of Christian stewardship. A legacy gift to St Barts, whether it is large or small, demonstrates the important part St Barts has played in your life and allows you to play a role in its future. Every adult, no matter their age, should have a will and we should all consider St Bart’s as part of our estate plans.

What form may my Legacy Gift take?

• Bequests
• Life Insurance
• Property
• Securities
• Annuities
• Retirement Funds

How do I make my Legacy Gift?

It is easy to do. Simply put a sentence in your will that says:

"I want
- __________% of the residue of my estate
or
- the sum of $_______
or
- My property known as _________ to go to the Church of St. Bartholomew, Ottawa, Ontario. “

You may wish to obtain advice on your plans from a qualified professional, such as a lawyer or accountant.

The majority of gifts from parishioners have been unrestricted allowing for the gift to be used in a way that best serves St Barts as determined by Corporation or Vestry. Should you wish to designate your gift to be directed to support specific initiatives such as the building, program or ministry, then you should add: “It is my preference that this gift be used for ________________.”

For complete details about Legacy giving please download our brochure or contact the rector or Meriel Bradford, St Bart's Legacy Gift Coordinator, at 613-745-7834 or stbarts@bellnet.ca