Leave Your Legacy with Sierra Club BC
By making a legacy gift to Sierra Club BC, you’ll join our Red Cedar Circle of honoured legacy supporters. Legacy giving means leaving Sierra Club BC a gift in your will or estate plan that will help us protect the land and water in honour of your memory. Leaving a legacy gift can be simple and easy.
Here are a few ways you can include Sierra Club BC in your estate plans:
Bequests
Anyone can make a bequest. To do so, you must have a will. If you already have a will, consider adding Sierra Club of BC Foundation as a beneficiary. In order to do this, you can either replace your existing will or add a “codicil” — an extra section. A gift in your will would be a charitable tax credit on your final tax return. Read our fact sheet to find out more.
In Memoriam Gifts
You can make a special bequest or donation to Sierra Club of BC Foundation as a tribute to a loved one. These gifts will be specially noted in our annual report with the name of the person who is being honoured, and your name if you choose.
Insurance
You can name us as the owner or beneficiary of your life insurance policy or retirement plan. Contact your retirement plan administrator or life insurance company and complete the appropriate beneficiary designation form. The payments you make may be tax-deductible.
Securities
Gifts of securities may be made during your lifetime or as part of a bequest. Giving a gift of assets such as shares of securities, bonds, or mutual funds allows you to experience the joy of giving and to see the benefits of your gift — a living legacy.
Charitable Gift Annuity
A Charitable Gift Annuity allows individuals and couples with a higher than average investment income to support a cause that is near and dear to your heart, while paying you back for life!
Other ways to invest
Divesting from fossil fuels and donating securities, gifts of stock or real estate are excellent ways you can make sure your investments are helping the planet. Learn more.
For additional information on what kind of tax advantages please read this article by Frank Arnold of The Pinch Group at Raymond James.
Our legal name is Sierra Club of British Columbia Foundation and our registered charitable number is 11914 9797 RR0001.
Join the Red Cedar Circle
Why Red Cedar?
The Western red cedar can grow to be a thousand years old. The coastal temperate rainforest ecosystem in which these trees thrive took tens of thousands of years to develop. And in the last 150 years, humans have reduced this ecosystem to its last fragments. These remaining cedar giants stand as symbols of what once was — and of what resiliency means.
We know these ancient trees have survived changing climates before. With your support, we can make sure they stand a fighting chance of surviving the climate crisis we face today.
Members of the Red Cedar Circle are committed to making Sierra Club BC part of their legacy. Like the Western red cedars, they are deeply rooted to this place and to Sierra Club BC’s work to protect it. The support these gifts provide is invaluable. They can also be changed at any time to reflect new circumstances.
Sierra Club BC recommends these trusted financial advisors:
For gifts of securities and ethical investing
Frank Arnold, Raymond James
“We are in the business of helping people align their money with their values, which is exactly what we try to do ourselves by supporting the Sierra Club.”
Email: frank.arnold@raymondjames.ca
Stephen Whipp, Managing Director and JP Lafleur, Portfolio Manager, Stephen Whipp Financial, a division of Wolverton Securities Ltd.
“We empower our clients to create a better future for themselves and the planet. We specialize in fossil fuel free portfolios, impact investing and values-based investment advice.”
Phone: 250-405-3550
www.stephenwhipp.ca
For advanced estate planning
The partners of Horne Coupar
“Horne Coupar has been providing estate planning advice and assistance to clients for over 70 years and is the first law firm to join the 1% for the Planet organization as members.”
Phone: 250-388-6631
www.hornecoupar.com
For gifts of insurance
Anne Warburton, The Co-operators (formerly known as Bill Hartley Insurance Services)
Email: anna_warhurst@cooperators.ca
Bobby Vu, Financial Advisor, SunLife Financial
Bobby has been in financial services for 9 years and volunteers with several charities locally.
“Life is about what you give, not what you get.”
