Planned Gifts

A planned gift is committed now, and can be celebrated now, but actually doesn’t take effect until the future.

Through a planned gift to JABC, you can make a significant difference in the lives of others tomorrow, with little or no effect on your finances today. Donors who inform us of their plans are considered members of our Legacy Circle with personalized opportunities for involvement and public or private recognition.

There are many ways to leave a planned gift. For your consideration, here are three of the easiest ways:

Bequest in your Will

Direct money, an asset or some estate to JABC.

Gift of Life Insurance

Name JABC as the beneficiary of your life insurance policy.

Gift of Stock or Securities

Give appreciated stocks or securities as an alternative to a cash gift.

A bequest is a direction in your Will that a certain sum of money, a particular asset, or a portion of the estate is to be given to JABC. Please speak with your legal advisor for suggested Will clauses to assist you with your plans.

When you draft or revise your Will, please provide your lawyer, notary, or advisor with instructions to leave a bequest to: 

Junior Achievement of British Columbia

Currently of #360 – 475 West Georgia Street, Vancouver, B.C.  V6B 4M9

Charitable BN# 11897 6166 RR0001

Suggested Will Wording: 

  • If you would like to leave a Specific Bequest (a specific sum of money or property) eg. Real estate, stocks you may use: “I give to Junior Achievement of British Columbia, Charitable BN# 11897 6166 RR0001, currently of #360 – 475 West Georgia Street, Vancouver, British Columbia, V6B 4M9 the sum of $ [insert amount]” or  “I give to Junior Achievement of British Columbia, Charitable BN# 11897 6111 RR0001, currently of #360 – 475 West Georgia Street, Vancouver, British Columbia, V6B 4M9 [insert description of property)…” e.g. 100 shares of RBC.
  • If you would like to leave a Residual Bequest (all or a percentage of what remains of the estate after paying debts, taxes, expenses, and other bequests), you may use:  “I give to Junior Achievement of British Columbia, Charitable BN# 11897 6166 RR0001, currently of #360 – 475 West Georgia Street, Vancouver, British Columbia, V6B 4M9 all (or stated percentage) of the rest, residue, and remainder of my estate…” 
  • If you would like to leave a Contingent Bequest (a gift that only takes place if you are not survived by certain individuals), you may use:  “If (name(s) of primary beneficiary(ies) does not survive me, or shall die within thirty (30) days of my death, then I give to Junior Achievement of British Columbia (describe amount of cash, property or percentage of residual interest)…” 

Should you decide to make JABC a beneficiary in your will, we hope you will share your decision with us so that we can express our gratitude today. Your gift intention will be held in the strictest confidence.  

Gifting life insurance is a terrific way to create a future legacy while preserving your Estate for your loved ones. You can make a large future impact with a small gift today – donating life insurance allows you to make a significant charitable donation for a comparatively small premium.

The benefits of gifting life insurance include: 

  • Tax benefits – Depending on how you donate your life insurance, you can enjoy tax benefits during your lifetime or on your estate. 
  • Large Future Impact – Donating life insurance is a cost-effective way to create a significant gift with modest premium payments. 

How to donate Life Insurance: 

  • Name Junior Achievement of British Columbia as the beneficiary of your life insurance policy. Your estate will receive a charitable tax receipt for the proceeds of the policy. 
  • Transfer the ownership of a paid-up policy with Junior Achievement of British Columbia named as the beneficiary. You can either defer the tax receipt for your estate or receive an immediate tax receipt for the fair market value of the policy. 
  • Transfer the ownership of a partially paid-up policy with Junior Achievement of British Columbia named as the beneficiary. You will receive a tax receipt for the fair market value of the policy and annual tax receipts for all ongoing payments of premiums. 
  • Establish a new policy with Junior Achievement of British Columbia as both the owner and beneficiary. You will receive annual tax receipts for all ongoing payments of premiums. 

Should you decide to make JA British Columbia a beneficiary of your life insurance policy, we hope you will share your decision with us so that we can express our gratitude today. Your gift intention will be held in the strictest confidence. 

A gift of appreciated stocks or securities is a worthwhile alternative to a cash gift. The elimination of capital gains tax on gifts of appreciated securities provides you with a substantial tax incentive for donating stock. Other benefits include:  

  • A charitable tax receipt  
  • No capital gains tax paid  
  • Satisfaction of seeing your gift put to good use today  
  • Recognition on our Donor website and invitations to special events throughout the year  

Gifts of securities are a tax-effective opportunity to transform an asset into immediate and significant support for JABC. You can help us advance financial education for youth both now and in the future.  

 TWO SIMPLE STEPS  

  1. Determine with your financial advisor which investments will make the most philanthropic and financial impact to you.  
  2. Complete our transfer form and instruct your broker to transfer your securities directly to JABC.

For more details about donations that do or do not qualify for a tax credit, how to calculate and claim your charitable tax credit, etc. consult your professional advisors, or visit the Charities and Giving section of the Canada Revenue Agency website 

When making the beneficiary designation, the correct legal name and address to use is: 

Junior Achievement of British Columbia

#360 – 475 West Georgia Street, Vancouver, B.C. V6B 4M9 

Charitable Business Number: 11897 6166 RR0001 

When you remember JABC with a planned gift, you will make a lasting contribution to youth education in British Columbia. Planned gifts help us with ongoing programming costs that will benefit the next generation of business leaders.

We are extremely grateful to everyone who considers leaving a planned gift to JABC.

We are Here to Help 

To speak to us about your planned gift, please contact Nancy Cordozo at 604-688-3887 ext 229 or nancy.cardozo@jabc.org 

If you prefer, please complete our online information request form below:

Planned Giving Request Form

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