Planned Giving

Their Education. Their Future. Your Legacy.

ORT’s work has created a better tomorrow for our students through tikkun olam (repairing the world). Through high-quality STEM education, ORT empowers our students—preparing them with the tools they need for professional success and economic independence. Through our Jewish curriculum, ORT instills a deep appreciation of Jewish tradition and values.

Your planned gift to ORT helps to sustain that foundation.

Already included us in your estate plan?

Let us know – contact us today.

You Decide How You Give. Start creating your legacy here.

With careful planning, your charitable goals can be fulfilled, while securing the future of ORT Canada and its work with disadvantaged students worldwide. Whether done personally, or corporately, you can also enjoy optimal tax benefits. Here are some of the available options:

  • Create an Endowment Fund. A sum of money held in perpetuity with a percentage of the income annually directed to ORT’s charitable endeavors.
  • Make a Bequest in your will and leave a legacy.  A charitable bequest is a simple and thoughtful way to leave a legacy. Whether it is a set amount or a percentage of your estate, you can make a difference for generations to come. You can designate your gift to a specific school or program.  The full value of the bequest will be considered a charitable donation for estate tax purposes.
  • Give through Life Insurance. By making ORT the beneficiary of a new or existing policy, you will receive a charitable tax receipt for your annual premiums and your estate will receive a larger charitable tax receipt for the total amount of your insurance benefits. This will help offset any taxes that would otherwise be payable at death.
  • Donate your RRSP or RRIF. You can make ORT the beneficiary of some or all of your Registered Retirement Savings Plan(RRSP) or Registered Retirement Income Fund (RRIF). the charitable tax receipt will help offset the tax that would otherwise be payable on your final tax return.
  • Make a git of Publicly Traded Securities. Appreciated shares donated to ORT are exempt from capital gains taxes and can be a very convenient, tax effective way to lend your support.

The Canadian government has eliminated capital gains tax on listed stocks donated to registered charities. When you donate securities, you will receive a charitable donation receipt for the fair market value of the securities, just as if your gift had been a cash donation.

  • The value will be based on the closing value of the security on the day that the stock is donated.
  • You will receive a charitable receipt for the entire amount of the gift, which you can then apply to your current taxes.
  • The simplest way to make your gift (and to minimize fees) is to transfer the shares electronically from your account to ORT brokerage account.

 

The Canadian government has eliminated capital gains tax on listed stocks donated to registered charities. When you donate securities, you will receive a charitable donation receipt for the fair market value of the securities, just as if your gift had been a cash donation.

  • The value will be based on the closing value of the security on the day that the stock is donated.
  • You will receive a charitable receipt for the entire amount of the gift, which you can then apply to your current taxes.
  • The simplest way to make your gift (and to minimize fees) is to transfer the shares electronically from your account to ORT brokerage account.

 

Gift ORT State of Israel Bonds

If you would like to support Israel today and help our students in the coming years, consider purchasing a State of Israel Bond in the name of the ORT Canada. You will be issued a tax receipt for the amount purchased at the time of purchase.

While these are just a few of the options we have available, there are always new developments in the area of planned giving. 

Please contact us today and we will help facilitate your gift.

Or Donate now to help us continue our important work.