Donor Giving
Ensuring your generosity creates a lasting impact.
CFSEA is proud to offer resources and guidance to help donors create customized plans that will cater to their philanthropic priorities and preferences.
Every donation is prudently invested for the long-term benefit of your community. Our donors’ initial gifts are never spent. They are invested.
The investment income will be distributed to local charities each year, indefinitely. Establishing an endowment at CFSEA is simple with no start-up fees. An Endowment Fund allows donors to support Southeastern Alberta’s needs in a lasting way that matches the donor’s wishes.
Planned Giving
If you would like to leave a gift to the Community Foundation in your estate planning, you can talk with us to learn more about becoming a Heritage Club Member. By working closely with donors’ lawyers, accountants, and other professional advisors, a donor’s legacy can continue for generations to come.
Professional Advisors
Whether a donor wants to give during or after their lifetime, professional advisors play a key role in helping them make informed and advantageous decisions. We are happy to work with you to provide information about our services and options for your clients.
Tax Benefits
As a bonus, Alberta has one of the highest charitable tax credits in Canada.
For every dollar you donate (over $200), you can receive an approximate tax credit of 50%.
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Rate of Return (2023-2024)
Establish a Fund
Community Foundations accept various gifts, including cash, appreciated securities, bequests, real estate and other appraised assets, life insurance, charitable remainder trusts, and retirement funds.
Donors can give a one-time gift, a monthly gift, or create a fund to let their legacy live on. Donors have created funds in their family name, in memory of a loved one, or for a specific charity or scholarship.
Download the Fund Types resource or connect with us to learn more about the various fund options and we can tailor your fund to suit your wishes.
Gifts of Securities
Many donors build their endowment funds at CFSEA and support their favourite charities through a donation of securities (stocks and/or bonds). It is very easy to do!
- Determine which securities you wish to donate.
- Complete the “Gift of Securities” form
- Provide copies to your broker/investment representative and to the CFSEA office
- Be sure to advise CFSEA of the specific purpose of your donation!
- Once CFSEA receives the cash value of the security(ies), a charitable receipt will be issued.
