Gifts of Marketable Securities
If you have Marketable Securities that have appreciated in value you can donate them to MCF and your capital gains are tax-exempt. Marketable securities include stocks, bonds, bills, warrants, futures traded on approved stock exchanges and mutual funds. You will receive an immediate tax receipt for the market value of those securities.
Gifts of Wills & Estates
Make a bequest in your will by designating a gift or portion of your estate to Muskoka Community Foundation and, in some cases, receive a substantial reduction in federal gift and estate taxes.
Gifts of Life Insurance Policies
Designate Muskoka Community Foundation to receive a portion or all of the proceeds from your life insurance policy to reduce your estate taxes, or transfer the policy to the Foundation’s name and receive an immediate tax receipt for the cash surrender value.
Gifts of Trusts
Place cash or property in a Charitable Remainder Trust that pays annual income to you or another named beneficiary for life. After your death, the remainder of the trust transfers to Muskoka Community Foundation and is placed in a charitable fund you have selected. You receive income tax benefits the year you establish your trust.