Legacy donors are kind and caring individuals like you who are making a promise to future generations for a thriving and sustainable Jewish community in Ottawa.
By leaving a legacy gift of any size to our foundation, you’re expressing the values instilled in you by your parents and grandparents about what it means to live a meaningful Jewish life.
Tamir is proud to be participating in this community-wide legacy giving initiative that will strengthen and sustain our Jewish community for generations to come. Through the Life & Legacy program, your gift goes into a permanent endowment fund for the benefit of Tamir—you can choose to include other cherished organizations as well.
Leave your community as strong as its roots: A gift in your Will for Tamir means your care, compassion, and commitment to Jewish traditions carry forward for future generations. Even a gift of 5% will make a real difference to Tamir’s programs and services.
Amplify your impact: After your lifetime, it’s possible to make a more significant gift than you might otherwise be able to afford.
Enjoy tax benefits: By including charitable gifts in your estate planning, you may eliminate significant taxes payable after your lifetime.
All of us, regardless of age, wealth, or affiliation, have the ability to leave a legacy. Whether you choose to leave a percentage gift, the residual of an estate, or another vehicle for your legacy gift (See our “Ways of Giving” guide below), you can take care of your loved ones and also ensure that your values will carry on in our community.
*Have a conversation with your lawyer, accountant, or another professional advisor to determine how best to achieve your legacy giving goals. (Please note that there was new legislation released in Ontario recently to accommodate the signing of Wills while self-isolating. Also, keep in mind there are some gifts that don’t require a lawyer. See Legacy myth #3 below.)
If you have chosen to include the Tamir Foundation in your Will, please let us know. We would love to thank you personally.
Tamir has established a team composed of congregants who are passionate about our foundation and want to ensure that your love and devotion to the community continues to make a difference long into the future.
For more information about the Life & Legacy initiative, explore these resources:
We strongly recommend you consult your own lawyer or another professional advisor about the applicability to your situation.
What does my advisor need to know?
Here is some information that may be helpful:
How can you plan a gift to Tamir to help ensure your lasting legacy in our community? You have several options and each one has its own set of unique tax advantages. Here’s a brief overview but please talk to your professional advisor to find out more.
Bequests are gifts that are made as part of a Will. Choosing to make a charitable bequest allows you to enjoy the use of your assets while you are alive, knowing thatTamir will benefit in your Will.
A bequest can be as simple as a sentence or two naming Tamir in your Will or adding a codicil to your existing Will.
Fixed Amount: You specify the dollar amount that Tamir will receive. This type of bequest is known as a “specific gift.”
A portion of your assets: Tamir receives a specified percentage of your estate (e.g. 5%). The advantage of a percentage is that it keeps your gift in line with the value of your assets as they change.
Residual: Tamir receives what is left of your estate after all non-charitable gifts, expenses and debts have been paid.
A tax receipt for the value of the gift will be issued to your estate and applied toward the final income tax return.
Assist in Tamir’s dedication to assisting people with developmental disabilities with a gift to the Tamir Foundation in your Will, retirement account, or life insurance policy.
Please contact Francesca Davila at 613-725-3519 x 104 or by email if you would like to discuss legacy or planned giving.
Click the button below to download the Donor forms necessary to start the process. Tamir thanks you in advance for taking this step to keep the Tamir legacy alive and assisting us to stay dedicated to assisting people with developmental disabilities realize their potential in a supportive Jewish environment through opportunities for personal growth and community involvement.Start Life and Legacy