When a client asks for your help to leave a planned gift to the MS Society of 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 so grateful to the lawyers, accountants and other advisors we work with every day. If there’s anything we can do to help you, we invite you to get in touch right away with Karine Trudel, Director of Philanthropic Experience, by email at email@example.com or by phone at 514-225-9589.
If your client already has a will, and they’d like to remember the MS Society in it, this sample codicil language may be helpful:
My Executor / Trustee shall transfer to the MS Society of 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.”
My Executor / Trustee shall transfer to the MS Society of Canada $___. I ask that this gift be used for the general purposes of the organization.”