One of the most popular forms of a planned gift is a charitable bequest. But often charities don’t fully understand the legalities involved in accepting a bequest. In this installment of our miniseries about the legal side of planned giving, Adam Aptowitzer, a lawyer with the Ottawa-based law firm Drache LLP, outlines what to expect in the way of taxes, what steps you should take if your charity is named in a will, and how to turn down a charitable bequest.
Wills and charitable bequests as a planned giving option (MP3)
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Run time: 14:39 minutes
External Resources:
Canadian Association of Gift Planners – CAGP
CharityTax.com – Adam Aptowitzer’s Online Office
Drache Charity Insights Newsletter
Do you have a burning question about charity law in Canada? Send it to editor@charityvillage.com. We may include it in an upcoming podcast.
