Planned Giving

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How to Leave a Legacy

What is Planned Giving?
Planned giving can be part of one's overall financial or estate plan. Specifically, planned giving is the process of making a significant charitable gift either during one's life or at the time of death. There are various ways to make such a gift, including:

• Cash donation
• Gifts in kind
• Publicly Listed Securities 
• Bequests
• Life Insurance
• Registered Plans
• Residual Interest Trust
• Charitable Remainder Trust
• Charitable Gift Annuity

The following are links to brochures that provide additional details on various ways you can make a charitable donation.

• Donation of publicly listed securities
• You can make a gift of insurance to protect people of faith
• The Charitable Gift Annuity: How can you support your Church and keep an income for life?
• Are you thinking about making a gift to your Church?

In Memoriam Donations
A donation in memory of a loved one is a meaningful way to express sympathy to the bereaved family and to honour the one who has died. It is also an opportunity for family and friends to support the parish or the Archdiocese of the loved one in recognition of the Church’s presence in their lives from baptism to death. This special gift will assist the Catholic Church to carry on its spiritual activities and charitable works.
 
In Memoriam cards are available free of charge either from your parish, the funeral home or by contacting the Office of Finance and Accounting at  613-738-5025, ext. 224.
 
You can also make online donations at CanadaHelps by clicking here. You may choose the option of dedicating your gift. Please enter the name and address of the family we should notify, as well as whether you wish the donation to go to a specific parish or to the Archdiocese. A tax receipt will be issued.
 
The Archdiocese will ensure the family receives a special In Memoriam card acknowledging your donation and both the loved one and the donor(s) will be remembered by Archbishop Terrence Prendergast, S.J. in his weekly mass.
 

Example 1:

Example 2

Donation of property worth $30,000 with a cost of $20,000 (see memo on listed securities if these are being donated)

Bequest in Your Will
We always recommend that you seek professional legal assistance to prepare your will. Below are some sample clauses that can be used if you wish to leave a bequest in your will to either your parish or the Archdiocese.

Specific Bequest to Your Parish
“To pay to (Name of Parish) Roman Catholic Parish for its own use absolutely, the sum of $_________. I declare that the receipt of the person professing to be the Pastor or Parochial Administrator of the parish shall be sufficient discharge to my Trustee who need not see to the application thereof. I further direct that if (Name of Parish) does not exist at the time of my death, this bequest shall be paid to the Parish’s successor, and if no such successor exists, then to the Roman Catholic Archdiocese of Ottawa for it to pay to a parish it has designated to replace the (Name Parish).”

Percentage of the Residue of Your Estate to Your Parish
“To pay to (Name of Parish) Roman Catholic Parish for its own use absolutely, ______% of the net residue of my Estate. I declare that the receipt of the person professing to be the Pastor or Parochial Administrator of the parish shall be sufficient discharge to my Trustee who need not see to the application thereof. I further direct that if (Name of Parish) does not exist at the time of my death, this bequest shall be paid to the Parish’s successor, and if no such successor exists, then to the Roman Catholic Archdiocese of Ottawa  for it to pay to a parish it has designated to replace the (Name Parish).”

Specific Bequest to the Archdiocese
“To pay to the Roman Catholic Archdiocese of Ottawa, legally known as the Roman Catholic Episcopal Corporation of Ottawa (“RCECO”), for its own use absolutely, $___________. I declare that the receipt of the person professing to be the Vicar General shall be sufficient discharge to my Trustee who need not see to the application thereof. ‘’
 
Percentage of the Residue of Your Estate to the Archdiocese
“To pay to the Roman Catholic Archdiocese of Ottawa, legally known as the Roman Catholic Episcopal Corporation of Ottawa (“RCECO”), for its own use absolutely, ______% of the net residue of my Estate. I declare that the receipt of the person professing to be the Vicar General shall be sufficient discharge to my Trustee who need not see to the application thereof. ‘’