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Planned-Giving

What will your legacy be?

You can include Caledon Public Library as part of your legacy to the community, the gift of a lifetime to an organization you trust and believe in.

Planned giving is the process of arranging a gift now that is allocated at a future date, commonly donated through a will or trust.

These types of charitable donations allow you to experience the joys of giving today, while benefitting both your library and community into the future.

Why choose a planned gift or gift in your will?

People choose to make planned gifts or gifts in their will for many reasons.

We often hear our donors say, “I wish I could do more.” Some believe that making a substantial gift to the library is out of their reach. By creating a legacy gift today for the future benefit of Caledon Public Library, you can ensure the financial future of the library in a substantial way without affecting your current lifestyle.

Gift planning tools can also provide substantial benefits to the donor and their loved ones.

We know people want to take care of their families first, and, the tax savings your estate will receive through a planned gift may in fact increase the amount of money you can leave to your loved ones. Planned gifts can be very practical additions to a financial or estate plan as they can help donors achieve tax benefits, financial and philanthropic goals, while allowing you to make a much more impactful gift than otherwise possible.

Including the library in your long-term financial or estate plan is an important decision, one that encompasses more than financial goals and tax benefits. It is about harnessing your passion to make a lasting impact and legacy on the people and places important to you.

How can I make a planned gift to Caledon Public Library?

Planned gifts are as unique as the people whose thoughtfulness and creativity inspire them to give. The option that is right for you will depend on your personal circumstances, goals and financial objectives.

There are many ways to include Caledon Public Library in your financial or estate planning:

Professional advisors

We encourage you to consult a professional advisor when considering a planned gift.

Professional advisors can provide expertise and advice, ensuring the type and timing of your gift maximizes the advantages to you and your loved ones, and make sure your wishes are fulfilled.

The following professionals can help you determine if a planned gift fits your desires, financial objectives, family needs, and tax situation, helping to choose the right option for you:

  • Lawyer
  • Accountant
  • Estate planner
  • Financial planner
  • Stockbroker
  • Insurance broker
  • Planned giving officer
  • Philanthropy consultant

Caledon Public Library is pleased to work with you and your advisor to integrate a charitable giving strategy that best suits your personal and philanthropic goals. If you or your advisor have any questions, please contact Mary Maw, Manager, Communications & Community Development.

Legal name and information

The below information is what your professional advisor will need to be able to add Caledon Public Library in your future planning:

Legal registered charity name: The Town of Caledon Public Library Board
Charitable registration number: 129093472RR0001
Primary address: Caledon Public Library, 6500 Old Church Road, Caledon East, ON, L7C 0H3, Canada

Please note this information is general in nature and does not constitute legal or financial advice. We encourage you to consult with your personal financial and/or legal advisors prior to making this important decision.