You are a trusted advisor to your clients. They rely on you for the details and to ensure that their wishes will eventually be fulfilled. It is a big responsibility. Not only do your clients want to maximize their estate for their beneficiaries through careful tax planning, but they want to ensure that they leave a legacy that embodies what their life meant.
Let us help you to ensure your clients’ final wishes will be honoured.
Whether is it a gift in a will, a life insurance policy, RRSPs, RRIFs, TFSAs, publicly traded securities, a charitable remainder trust or a gift of one’s home, we can assist you in getting the details right.
To transfer Estate securities, please print this form.
We also have services if your client is concerned about what will happen to their pets if they pass suddenly. Please see our Pet Survivor Care Program for more details.
Legal Name & Charitable Registration Number
The British Columbia Society for the Prevention of Cruelty to Animals
Charitable Registration Number: 11881 9036 RR0001
Specific Bequest –
“I give to The British Columbia Society for the Prevention of Cruelty to Animals, Vancouver, BC, charitable registration number 11881 9036 RR0001, the sum of $______ in support of the animals.”
Residual Bequest –
“I give to The British Columbia Society for the Prevention of Cruelty to Animals, Vancouver, BC, charitable registration number 11881 9036 RR0001, __% of the residue of my estate in support of the animals.”
If your client has a particular area of interest that they wish to support or for more information on adding the “Power to Vary Clause” in a will, please contact The BC SPCA in advance to ensure your client’s bequest can be used as they intend.
Please feel free to contact:
Senior Manager, Gift Planning