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DONATION BY WILL


Making a donation in your will increases the scope of your contribution tenfold, while offering numerous tax benefits. For example, it allows you to retain the entirety of your financial resources during your lifetime, control your assets until the time of your death, and adjust your donation in accordance with any changing circumstances.

Why choose a donation by will to the MMFA Foundation?

Donation by will is the most common form of planned giving.

Advantages:

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    You retain your assets during your lifetime.
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    You can make changes to your will at any time
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    Your estate will enjoy a significant reduction in taxes payable after death, thanks to a tax receipt
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    Your generosity will be thanked and recognized by the MMFA during your lifetime
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    You will leave a lasting legacy without compromising your current financial security
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    You will not compromise your heirs’ share of your estate


You might be concerned that bequeathing a gift to a charitable organization would deprive your heirs. However, leaving 5% of your estate to charity can represent a significant donation, while still leaving 95% of your inheritance to your loved ones.

Various bequest formulas

Scenario

Our experienced team is here to guide you in your philanthropic planning. Please feel free to reach out to us:

Dalia Younsi

Director - Major Gifts and Planned Giving

Nolwenn Bourdaire

Director - Major Gifts and Planned Giving (Interim)

Note:
Drawing up a will is an important task, and it is worth consulting with professional advisors (financial planner, accountant, tax expert, notary or lawyer) in advance. These professionals have the know-how and expertise to explain how best to structure your donation and what tax benefits apply to your specific situation.

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