Why Life & Legacy?
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.
Why consider a legacy gift for Tamir?
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.
How do I participate?
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.
It’s simple!
- Reflect on your Jewish passions.
- Have a conversation with a member of Tamir’s Life & Legacy team.
- Fill out a Letter of Intent form.
- Formalize your commitment. *
- Complete a bequest provision for the benefit of Tamir Foundation’s Life & Legacy Fund.
*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.
Your Tamir Foundation Life & Legacy Team
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.
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More Resources:
For more information about the Life & Legacy initiative, explore these resources:
Importance of Professional Advice
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:
- Our legal name is Tamir Foundation Inc.
- Our charitable registration number is: 10806 3686 RR0001
- Our address is 11 Nadolny Sachs Private, Suite 218, Ottawa, Ontario K2E 1R9
- Any gift left to Tamir in a Will becomes part of Life & Legacy fund unless otherwise specified.
Ways of Giving
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.
Wills
How It Works
Your Options
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.
TOP 5 Legacy Giving Myths
- I already give money annually. Thank you so much! Regular giving is an important part of how non-profits keep their doors open. But what happens to the organization you have supported when you are no longer here to make that gift? A legacy gift can help ensure that your support continues.
- Only seniors can leave a legacy gift. Seniors are an important and influential group, but any person—no matter their age—can support the causes and organizations they cherish after they are gone. If you have assets, you’ll want to be the one to decide how they should be divided… at any age.
- I will need to hire a lawyer. There are many Legacy gift vehicles that don’t require hiring an attorney. Consider making your favorite non-profit a beneficiary of a portion of your life insurance policy or retirement fund. This change can usually be made with a single phone call and a signature, no attorney necessary.
- My children are getting all my money. Every parent wants to make sure their children are financially secure. Consider leaving just a portion of your estate to charitable causes. A gift like this will leave your children with both financial support and an ethical lesson in the importance of building a better world.
- I have to be a millionaire to leave a legacy. The beauty of legacy giving is that you can make a gift of any amount of your estate. Whether your estate is worth a few shekels or a few billion, your gift is your legacy. And your legacy should live on!
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.
Yes I Would Like to be a Life and Legacy Donor
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