Leaving a Legacy - Making a Planned Gift to CDF
A Planned Gift is an umbrella term that refers to gifts of life insurance, real estate, securities or a bequest. This type of gift, sometimes called a differed gift, is a unique way to make a lasting and substantial contribution towards reducing poverty by strengthening Credit Unions and Co-operatives around the world. Because a Planned Gift provides an opportunity for a donor to give beyond their lifetime, these types of gifts are viewed as an ideal way to leave a lasting legacy to the Co-operative Development Foundation.
Additionally, Planned Gifts provide a unique opportunity to realize significant tax benefits in your current financial planning, and could possibly lower the taxes for the beneficiaries of your estate. We encourage you to consult with your family when considering a Planned Gift to CDF. We are available to work with you and your financial professional to ensure that you receive the greatest possible tax benefit and recognition for your support.
Please contact David Dern, Manager, Fundraising at email@example.com or 1 (866) 266-7677 ext. 219 for more information about Planned Giving.
CDF planned giving donor: Graham Mickleborough
Graham has devoted most of his life to the co-operative model. The majority of his career was dedicated to significant work in the credit union sector, with many roles including former CEO of Prairie Centre Credit Union in Rosetown Saskatchewan. Graham has been a volunteer with the Canadian Co-operative Association (CCA), participating in many international coaching missions, and a loyal donor to the Co-operative Development Foundation of Canada (CDF). During his time overseas, his beliefs in the co-operative model were solidified by seeing firsthand how this model helped people work their own way out of poverty. He says enthusiastically: "I was passionate to see that people were being empowered; they were given the knowledge to help themselves and their communities. They were being given a hand up and not a hand out."
Graham is now semiretired and has 4 grown children and 4 grandchildren. His family is very important to him and so too is his passion for helping people through the co-operative model. While still planning for his family, Graham chose to leave a portion of his estate to CDF by leaving a gift in his will. He spoke with an estate lawyer that created a will that was both simple for his children to execute while still maintaining Graham’s values and wishes.
Donations help fund the CDF/CCA international development programs that Graham feels so passionate about. Planned giving is a unique way to make a lasting and substantial contribution towards reducing poverty by strengthening credit unions and co-operatives around the world. Additionally, planned gifts provide a unique opportunity to realize significant tax benefits in your current financial planning, and could possibly lower the taxes for the beneficiaries of your estate, such as Graham’s children.
Graham on a recent CCA coaching mission to Mongolia.