When a client asks for your help to add a planned gift to MS Canada, you know that they’re asking for more than just a transaction: you’re helping them to change the lives of Canadians living with MS.
We’re here to help you.
If your client already has a will, and they’d like to remember MS Canada in it, this sample codicil language may be helpful:
Residual Bequest
My Executor / Trustee shall transfer to MS Canada all [or ___%] of the rest, residue and remainder of my estate after paying all debts, taxes, expenses and specific bequests. I ask that this gift be used for the general purposes of the organization.”
Specific Bequest
My Executor / Trustee shall transfer to MS Canada $___. I ask that this gift be used for the general purposes of the organization.”
We’re so grateful to the lawyers, accountants, and financial advisors we work with every day. If there is any support we can provide, please contact Paisley Hill, Manager, Legacy Giving at 1-800-268-7582 or by email at mslegacy@mscanada.ca