A gift that costs nothing to you today could mean the world to endangered species tomorrow

Sample Bequest Language

If you wish to name the Islands Trust Fund in your will or estate plan, we should be named as:

The Trust Fund Board

The Trust Fund Board is classified by the Income Tax Act and the Canada Revenue Agency as a qualified donee.  When naming the Trust Fund Board in your will, you don't need to include a charitable tax number to receive a tax receipt for your gift.

 

Specific Bequest 

Should you wish to leave a specific amount of money or specific asset to the Islands Trust Fund, you can use the following wording:

"I give to the Trust Fund Board, currently of 200-1627 Fort Street, Victoria, British Columbia V8R 1H8 the sum of $__________ to be used in such a manner as the Trust Fund Board shall, in its sole discretion, determine."
or
"I give to the Trust Fund Board, of 200-1627 Fort Street, Victoria, British Columbia V8R 1H8 the sum of $__________ to be used for the support of its mandate in the following Local Trust Area(s):________________."

 

Contingent Bequest Language

Should you wish to leave a bequest to the Islands Trust Fund only after your loved ones are cared for, you can use the following wording:

"In the event that my ____________ does not survive me, I give to the Trust Fund Board the sum of $__________ to be used in such manner as the Trust Fund Board shall, in its sole discretion, determine."
or
"Upon the death of my ___________, the remainder of my estate shall be paid to the Trust Fund Board to be used in such manner as the Trust Fund Board shall, in its sole discretion, determine."
or
"In the event that there is no beneficiary alive at the time they are entitled to receive a share of my estate, then the shares of the estate that they would have been entitled to receive shall go to the Trust Fund Board."

 

Designated Bequest

If you would like to designate a gift to a particular island or activity that the Islands Trust Fund works on, please speak with our staff.

Jennifer Eliason
Manager
250-405-5191

Conservation Success Story: The Penns and the Wennanec Covenant

After protecting their property with a conservation covenant in 2008, sisters Briony and Caroline Penn have made the restoration of their Garry oak outcrop a family affair.

read more

Page last updated: 15/04/16
Copyright © The Island Trust Fund.     The Islands Trust Fund is a qualified donee under the Income Tax Act. Donations are tax-deductible as allowed by law.