Issue link: http://publications.winnipegfreepress.com/i/813633
<< CONTINUED FROM PREVIOUS N E W D I R E C T I O N S F O R C H I L D R E N , Y O U T H , A D U L T S & F A M I L I E S N E W D I R E C T I O N S Endowment Fund Visit newdirections.mb.ca to make a gift! Your gift will enable more people to build brighter futures! Bequests Shares Life Insurance Scholarships Property Endowments Help students prepare for lives of leadership, and reconciliation in church and society. 500 Shaftesbury Blvd. | Winnipeg, MB | R3P 2N2 | cmu.ca CANADIAN MENNONITE UNIVERSITY Leave a Legacy at Canadian Mennonite University Contact Dori Zerbe Cornelsen dzcornelsen@cmu.ca | 204.487.3300 | cmu.ca/give least amount of taxes. Other goals may include providing for and designating guardians for minor children. ESTATE PLANNER: A professional who specializes in creating an estate plan. The professional works with the estate owner to maximize their goals, minimize the person or family's estate taxes, and have adequate assets after death to continue their business, take care of their family, and pay major expenses such as their mortgage. To search for a professional advisor in your area, visit leavealegacy.ca/program/help. FINANCIAL PLANNER: A professional who specializes in helping people deal with personal finances through planning in the following areas: cash-flow management, education planning, retirement planning, investment planning, risk management and insurance planning, tax planning, estate planning and business planning. To search for a professional advisor in your area, visit leavealegacy.ca/program/help. GIFT: A voluntary transfer of property. For any gift made after December 2002, the eligible amount of the gift is used to calculate the donor's donation tax credit or deduction. Please visit cra-arc. gc.ca/donors for more information. GIFT PLANNER: Someone who works with donors and their professional advisors and/or their favourite charity to achieve maximum benefit for both the donor and the charity from a planned charitable gift. Also see 'planned giving officer.' GRASSROOTS: Organizing at the local level, or organizing from the bottom-up. INSURANCE BROKER: A representative of an insurance company. This professional might advise on financial concerns related to any type of insurance. IRREVOCABLE TRUST: A trust that cannot be terminated or changed by the person creating it. LEAVE A LEGACY™ CHAIR: Oversees the program and the Leave A Legacy™ committee at the local level. LEGISLATION IN CANADA: The Income Tax Act provides guidelines on the proper way to give so that individuals may claim donations on their final income tax return. Please visit cra- arc.gc.ca/donors for more information. NATIONAL LEAVE A LEGACY™ CO-ORDINATOR: Refers to the CAGP-ACPDP™ staff person who is responsible for supporting all programs across Canada and for assisting with the logistics of hosting a sponsored information workshop at the local level. NOT-FOR-PROFIT ORGANIZATION: An association, club, or society operating exclusively for social welfare, civic improvement, pleasure, recreation, or any other purpose except profit. A not- for-profit is not a registered charity and cannot issue an official tax receipt even though not-for-profit organizations are exempt from paying tax on its income. PARTNER LICENCE AGREEMENT: A CAGP-ACPDP™ agreement between the local RoundTable and local Leave A Legacy™ program partners/sponsors outlining the requirements for the use of Leave A Legacy™ logos and trademarks. PHILANTHROPY: The act of donating money, goods, time or effort to support a charitable cause, usually over an extended period of time and in regard to a defined objective. Philanthropy may entail activity that promotes a concern for human welfare and advancement. PHILANTHROPY CONSULTANT: A professional specializing in strategic planning and useful tactics regarding charitable efforts. To search for a professional advisor in your area, visit leavealegacy.ca/program/help. PLANNED GIFT/PLANNED GIVING/ GIFT PLANNING: A way of giving to charity and arranging donations which both serve the interests of the charitable organization and also suits the personal, financial and tax situation of the individual donor. PLANNED GIVING OFFICER (ALSO SEE 'GIFT PLANNER'): Someone who works with donors and their professional advisors and/or their favourite charity to achieve maximum benefit for both the donor and the charity from a planned charitable gift. To search for a planned giving officer in your area, visit leavealegacy.ca/program/help. POLICY GUIDELINES: Guidelines that govern an individual's insurance or trust payments and finances. PROFESSIONAL ADVISOR: Best defines CAGP-ACPDP™ members who work as professional advisors in providing advice to a donor or a charitable organization. These members commonly work in the