As a trusted advisor, you play a crucial role in helping your clients shape their legacy. By introducing the option of including the Canadian Red Cross in their Will, you’re offering a client a powerful way to extend their impact far into the future.
Empowering Your Clients’ Lasting Impact
Your expertise is invaluable in structuring legacy gifts effectively. With your in-depth understanding of your clients’ financial situations and tax considerations, you can help them maximize the impact of their legacy gift while potentially reducing the tax burden on their estate.
Whether it’s through a gift in Will (residual or specific bequest) or another planned giving vehicle, your knowledge ensures that each legacy gift is tailored to a client’s unique circumstances and philanthropic goals.
Why Recommend the Red Cross
For over 125 years, the Canadian Red Cross has been at the forefront of humanitarian aid, disaster relief and community support. Gifts in Wills to the Canadian Red Cross are more than donations—they’re a statement of a person’s values and a commitment to humanity. It’s an opportunity for your clients to be remembered as leaders who refused to stand by in the face of adversity.
Here are some reasons why you may choose to recommend the Canadian Red Cross:
Unparalleled legacy of service:
The Canadian Red Cross has been a symbol of hope and help for over 125 years. When advising clients on legacy planning, it’s worth noting that we have consistently provided aid in various crises, from world wars to modern pandemics. This longevity and reliability makes the Red Cross a trusted choice for clients looking to make a lasting impact.
Versatility in humanitarian efforts:
The Red Cross’s scope of work is exceptionally broad. We address both immediate crises and long-term systemic issues. For clients interested in tackling multiple social issues, a gift to the Canadian Red Cross can support emergency response, disaster relief, public health initiatives and efforts to address social inequities. This versatility can be appealing to clients who want their legacy to have a wide-ranging impact.
Unique positioning and expertise:
The Canadian Red Cross will do the work that most other charities or non-profits do not want to—or cannot—do. As part of the world’s largest humanitarian organization, we can reach over 190 countries worldwide. For clients looking to support an organization with unique capabilities and reach in disaster and emergency situations, the Red Cross stands out.
Future-focused impact:
The Red Cross is actively preparing for future challenges, including emerging threats like cyberterrorism. This forward-thinking approach can resonate with clients who want their legacy to address not just current issues, but also future crises that we can’t yet anticipate.
When you suggest or support a client’s choice to select the Canadian Red Cross for a gift in Will, you’re offering your client an opportunity to support a time-tested, versatile and future-focused organization. You’re offering your client the opportunity for personal satisfaction in leaving a meaningful legacy and maximizing the practical benefits in estate planning.
You care about your clients, and they care about their legacy. Help them make financial choices they're proud of.
