Starting a Legacy

When you leave a gift to SurreyCares Community Foundation in your Will, you are planting a seed - a seed that will grow into something for future generations to benefit from - ultimately leaving a gift that helps build a better world. That's the power of Legacy Giving.

We understand that as your life progresses, the charitable causes and charities you wish to support may change. With a Legacy Fund, you have an opportunity to develop a relationship with SurreyCares Community Foundation. We gain a full understanding of your charitable intent, and provide assurance that your wishes will be fulfilled

How It Works

A Legacy Fund is a “start-up” permanent endowment fund, with flexible donor advised terms. Once it’s fully established, it can support any registered charity in Canada.

You can establish a personally named Legacy Fund with as little as $1,000 today, and a commitment that a future gift of $9,000 or more will follow. This can be achieved over several years if required or follow through your estate. Granting will begin when the fund reaches $10,000.

Information about your future granting wishes will be set out in the fund's long term planning documents, rather than detailed in your Will. If ever you wish to update your list of charities, you can simply contact SurreyCares Community Foundation to request a change, and with no need to update your Will.

Benefits

Flexibility — You can guide your future gift during your lifetime. SurreyCares can make changes you request, without impact to the directions of your Will.

Services — You will receive personalized service and access to resources about community needs. You’ll also receive invitations to appreciation events and our inspirational annual Grants ceremony.

Ease for your Executor — It can be an overwhelming responsibility for your Executor to carry out your charitable wishes. A Legacy Fund will simply transfer your gift to SurreyCares.

Our Commitment

When you entrust your Legacy Giving to SurreyCares we will:

Invest your gift wisely. We work with investment experts to help your fund grow expanding the reach of your legacy over time.
Follow your instructions. We are your legacy partner and we've been helping people leave legacies to our community for almost 25 years. We ensure your legacy is always invested wisely in the community – directed to the best and most effective community projects and charities in the areas you care most about.
Ensure that your gift has a lasting impact. We have deep roots in the community and extensive knowledge of community issues and organizations. No matter what your interest – children and youth, arts and culture, education, environment, health care, animals – we will ensure your legacy gift always makes a real difference.
Honour your generosity. There is great power in charitable giving through an endowment fund. It's a reflection of your values, and a statement to future generations about your foresight, concern, imagination and vision. We'll work with you to share your story and inspire others to make a difference in our community – or, if you prefer, your anonymity will be respected.

Join With Your Community

When you leave your legacy with SurreyCares Community Foundation, you become part of something bigger… part of something better. You connect at a deeper level with your community. You leave a more lasting impression in this place you call home. You join a group of caring citizens who are building a better community for our children's children.

For more information or to discuss the needs of your clients please call us at 604-591-2699