LEAVE YOUR LEGACY

Leave your legacy through Planned Giving

You love Lake O’Hara.  You want it to stay beautiful, always.  With a little planning now, you can help ensure the future of this special place.

Consider a planned gift to Lake O’Hara Trails Club.  Through a bequest in your will, you can support the Club’s projects, helping to guarantee the future of beautiful, well-maintained trails, public education programs for visitors and a protected landscape.

Why consider a planned gift?

• Tax advantages: your estate will receive a charitable tax receipt for the full value of your gift. This can help reduce taxes owing on your final return. Gifts of publicly traded securities may offer additional tax benefits, including exemption from capital gains tax.

• Flexibility: you can adjust or revoke your planned gift at any time should your circumstances change.

• Leaving a legacy: a planned gift helps protect and sustain the Lake O’Hara trail system for future generations.

Ways to give

We are grateful to accept a variety of planned gifts, including:

• Bequests (gifts in your will)

• Gifts of publicly traded securities (such as stocks, bonds, or mutual funds)

• Other legacy gifts—please contact us to discuss options

How it works

When preparing your will, in consultation with your lawyer, you can include a clause outlining your gift. This clause should include our legal name and contact information:

Lake O’Hara Trails Club
PO Box 98
Lake Louise, Alberta T0L 1E0
Charitable Registration Number: 11900 2897 RR0001

Sample bequest wording: “I give to Lake O’Hara Trails Club, of mailing address Box 98, Lake Louise, Alberta, T0L 1E0, with the charitable registration number 11900 2897 RR0001, the sum of $_____ to be used as the Board of Directors of Lake O’Hara Trails Club may deem appropriate.”

If you wish to direct your gift to a specific purpose (such as trail maintenance or public education), we recommend discussing this with us to ensure it aligns with our mission and priorities.

A simple way to make a lasting impact

As a small, volunteer-run organization, we work to make giving as straightforward as possible. Whether you choose a bequest, securities, or another type of planned gift, your support will have a meaningful and lasting impact.

Please consider letting us know of your bequest.

If you have included Lake O’Hara Trails Club in your estate plans, we would be grateful if you would let us know. This allows us to thank you, understand your wishes, and plan for the future. Any information you share will be kept confidential, and there is no obligation to disclose the details of your gift. Our email address is info@lotc.ca