Calgary Meals on Wheels

Fundraising

• 3610 Macleod Trail S.E., Calgary, Alberta T2G 2P9 • Phone: (403) 243-2834 • Fax: (403) 243-8438
www.mealsonwheels.com • Email: info@mealsonwheels.com • Charitable Reg. No. 11882 3749 RR0001

As a non-profit charitable organization, Calgary Meals on Wheels needs and relies on the help of our community to continue to provide services. There are many ways you can help. We have listed some donation options in an effort to help you make the best choice for your lifestyle and financial situation. Every donation, no matter the size, will help us reach our goal. Please feel free to call the Fund Development Department at Calgary Meals on Wheels if you have any questions about these or other options for making a donation. (403-243-2834)

Donation Options

1. CASH (cheque, money order, credit card)

‘Cash’ is the easiest and most common way to make a gift to a charity. The Federal tax benefit of a cash donation is 16% on the first $200 and 29% on the total of all donations above $200. The Province gives a further tax benefit of 50% of the Federal credit. To maximize the tax credit, Canada Revenue Agency (CRA) allows couples to pool donation receipts and report them all on one tax return.

2. SECURITIES (stocks, bonds, units of a mutual fund trust, or interest in a related segregated fund trust)

Donations of securities receive the greatest tax benefit. In addition to the Federal and Provincial tax deductions, donations of publicly listed securities to public charities are exempt from capital gains tax. For full details of how a gift of securities would benefit your tax situation, refer to www.fin.gc.ca/budtoce/2006/budliste.htm, or ask your financial advisor.

3. LIFE INSURANCE

A gift of life insurance can have either an immediate or deferred tax benefit. To receive an immediate tax benefit you must transfer ownership of the policy to Calgary Meals on Wheels. You will then receive a receipt for the Cash Surrender Value of the policy and further receipts for any future payments you make on the policy. A deferred gift of life insurance simply involves naming Calgary Meals on Wheels as the beneficiary or co-beneficiary and upon payment of the policy we issue a tax receipt in the name of your estate.

4. BEQUEST

One of the biggest misconceptions about leaving a bequest to a charity is that it is complex and only for the wealthy or those who have no children. That cannot be further from the truth. A bequest is one of the simplest ways to make a gift to a charity, usually for a significantly larger amount than you ever imagined. A bequest may take the form of a specified cash amount, a list of securities or property, or a percentage of the estate. No matter the form of gift the bequest takes, the estate and possibly the preceding tax year realize the tax benefit.

In Memoriam or In Honour Giving

In Memoriam or In Honour Giving provides you, the donor, with the opportunity to remember special individuals with a tribute gift. Gifts may be made “In Memory of” an individual to commemorate a loved one’s life, or “In Honour of” an individual who is special in your life. Gifts may also be made in honour of special occasions, such as birthdays, graduation, and anniversaries.

At your request, Calgary Meals on Wheels will send a hand-written card to the individual whom you designate to notify them of your gift. The amount will not be disclosed.

Workplace Campaigns & Matching Gifts

Many companies have a Corporate Matching Gift Program and will match your monetary and/or volunteer contribution with a corporate gift. Check with your employer to find out if they offer this great way to increase the value of your giving.

Whichever gift option, at whatever value that is best for you, is most important. We appreciate the generosity of your support. Our ability to bulk purchase and leverage our corps of committed volunteers ensures your dollar is stretched beyond its face value.

Make Calgary Meals On Wheels Your Charity of Choice - for charitable giving

We appreciate every donation and give special recognition to our donors in our Annual Report each spring. The Annual Report is shared with other donors, interested corporations and foundations, Calgary Meals on Wheels members, the United Way, FCSS, and others in the community who are interested in our work. We do not share, sell, rent, or trade our donor, client, or volunteer lists with any outside organizations. Personal information provided in the context of donations or program participation would never be shared without written consent, unless there was a legal or ethical obligation to do so. Information provided to us is used to issue receipts for income tax purposes, comply with CRA and GAAP regulations, deliver services, and keep our stakeholders informed. We respect your privacy. If you have made a donation and do not wish to have your name published in the Annual Report, please call the Fund Development Department at 243-2834 and indicate your wishes.