Legacy Giving & Bequests

Preserve Our Island’s History for Future Generations

The Prince Edward Island Museum and Heritage Foundation is dedicated to preserving and celebrating the rich history of our province. By including us in your estate plans, you ensure that future generations can continue to learn about and appreciate our Island’s unique heritage.

What is Legacy Giving?

Legacy giving, also known as planned giving or charitable bequests, allows you to support the causes you care about beyond your lifetime. A legacy gift can be included in your will or estate plan and may provide financial benefits for your heirs while ensuring your lasting impact on PEI’s cultural heritage.

Benefits of Legacy Giving

• Leave a lasting impact on PEI’s cultural and historical preservation.
• Potential tax benefits for your estate and heirs.
• Create a meaningful tribute to your love of heritage and history.

Ways to Leave a Legacy Gift

• Bequests in Your Will: Designate a specific amount, percentage, or the remainder of your estate to the PEI Museum & Heritage Foundation.
• Gifts of Life Insurance: Name the museum as a beneficiary of your life insurance policy.
• Retirement Assets (RRSPs, RRIFs, TFSAs): Designate the museum as a beneficiary of these funds to maximize tax benefits.
• Securities & Stocks: Donate publicly traded securities to avoid capital gains taxes.
• Gifts of Property & Real Estate: Contribute property or valuable assets to support heritage preservation.

How to: Include PEI Museum & Heritage Foundation in Your Will

Adding a charitable bequest is simple and can be done with the help of your legal or financial advisor.

Here is an example of wording you may use:
“I give and bequeath to the Prince Edward Island Museum and Heritage Foundation, located at 2 Kent Street, Charlottetown, PE C1A 1M6, Charitable Registration Number 886695196 RR 0001, the sum of $_____ (or ____% of my estate) to be used for its general purposes.”

How to: Gifts of Marketable Securities/Shares

Complete and sign this form (click here) to request electronic delivery of marketable securities as a donation and provide a copy of this form to The Prince Edward Island Museum and Heritage Foundation, RBC Dominion Securities, and your broker to process.

A charitable receipt for income tax purposes will be issued in accordance with CRA guidelines.

Thank you for your generous support!