Leave A Lasting Legacy

Contribute to the Canmore Museum’s future by planning for a special kind of gift. Planned giving provides opportunities for those who are interested in making a charitable gift to the museum through their will or other legacy giving options.

A legacy gift provides the donor with tax benefits while ensuring the museum’s leading role in building a stronger, more connected community through art, culture, heritage and our mountain environment.

Legacy gift donors are encouraged to have their plans reviewed by their professional advisors and to notify the museum of their intentions.

GIFTING A DONOR ADVISED FUND,
RETIREMENT PLAN, OR INSURANCE POLICY

One easy way to include the museum in your estate plan is to name the Canmore Museum as a beneficiary of your donor advised fund, retirement plan, or life insurance policy. It only takes three simple steps to make this type of gift. Here’s how to name the Canmore Museum as a beneficiary:

  1. Contact your retirement plan administrator, insurance company, bank or financial institution for a change-of-beneficiary form.
  2. Decide what percentage (1 to 100) you would like us to receive and name us, along with the percentage you chose, on the beneficiary form.
  3. Return the completed form to your plan administrator, insurance company, bank or financial institution.

WILLS + LIVING TRUSTS

You want to leave money to the Canmore Museum in your will. You also want the flexibility to change your will in the event that life circumstances change. You can do both. In as little as one sentence, you can complete your gift. This type of donation to the museum in your will or living trust helps ensure that we continue our mission for years to come.

NEXT STEPS

  • Contact the Canmore Museum’s Executive Officer for additional information on bequests or to chat more about the different options for including the Museum in your will or estate plan.
  • Seek the advice of your financial or legal advisor.
  • If you include the Museum in your plans, please use our legal name and charitable number.
    Legal Name: Centennial Museum Society of Canmore
    Mailing Address: PO Box 8849, Canmore, AB T1W 0C1
    Charitable Number: 118842202 RR 0001

QUESTIONS? WE ARE HERE TO HELP

We would like to have the opportunity to discuss leaving a legacy gift to the Canmore Museum and to ensure that your wishes are fulfilled. Please contact Ron Ulrich, Executive Officer, to discuss your intentions. If your gift direction is more complex, we would be happy to work with you to draft a document of understanding specifying your wishes.

Ron Ulrich

Executive Officer
(403) 678-2462, extension 3