The ACCES Foundation was established in 1997 for donors to plan their legacy using strategic options to support ACCES students today, tomorrow and into the future.

Legacy Giving: Supporting ACCES through your Estate

Planned giving ensures your generosity makes a meaningful impact for years to come. When you include ACCES in your estate plans, you help create lasting opportunities while potentially benefiting your own finances and those of your loved ones.

Bequest in your will – Leaving a gift to ACCES in your will is one of the easiest and most flexible ways to support our mission. You can designate a specific amount of money, a percentage of your estate, or particular assets such as cash, property, or valuable items. This type of gift can reduce the taxes owed by your estate, helping you maximize what you leave to family, friends, and causes you care about.

Gifts of property and securities – You can donate real estate, stocks, or other securities to ACCES. If you hold publicly traded securities outside an RRSP or RRIF that have increased in value, a donation “in kind” (transferring the investment itself, rather than selling it) allows you to receive a charitable tax receipt for the full market value while eliminating capital gains taxes otherwise due at sale. This means your gift has even greater value for ACCES and for you.

Life insurance gifts – Naming ACCES as a beneficiary or transferring ownership of an existing life insurance policy is a powerful way to make a major impact at a modest cost. You may be eligible for a charitable tax credit based on the policy’s cash surrender value or annual premiums paid, providing immediate or future tax benefits.

Charitable remainder trusts – A charitable remainder trust allows you to make a significant gift now, receive a charitable donation receipt today, and continue to benefit from income generated by the trust for life. After your lifetime, the remaining assets are transferred to ACCES. This flexible arrangement can reduce your current income taxes and preserve assets for your chosen legacy.

Major gifts – A donation of $1,000 or more to the ACCES Foundation can be invested as a long-term fund, with annual interest supporting the ACCES Society’s programs year after year. Your major gift ensures your legacy supports important causes now and well into the future.

If you are considering a legacy gift or have questions about planned giving, please contact us. We are happy to discuss these options and help you achieve your philanthropic goals while meeting your financial and family needs. Please consult with your financial advisor, lawyer, or call the ACCES office for more information.