Planned giving offers a meaningful way to support access to counselling for future generations while reflecting your personal values and intentions. By including Connect in your estate plans, you help ensure that compassionate, trauma-informed counselling remains available to individuals, children, and families in our community.

A planned gift is a deeply personal decision. Many supporters choose this option because it allows them to care for their loved ones while also making a lasting contribution to community wellbeing.

Why Consider Planned Giving?

A gift through your estate can offer several practical and meaningful benefits:

• It’s simple: Planned gifts can often be arranged with minimal changes to your existing plans.

   

• It’s flexible: You can choose the type and size of gift that best fits your circumstances.

   

• It may offer tax advantages: Planned gifts can help reduce taxes payable by your estate.

   

• It creates lasting impact: Your support continues to make a difference well into the future.

   

• It’s personal: You decide how your gift is used and what legacy you wish to leave.

Planned Giving Options

There are many ways to include Connect Counselling & Therapy Society in your estate plans. Common options include:

• Bequests through a will

   

• Gifts of a specific amount or percentage of your estate

   

• Gifts of specific assets, such as shares

   

• Designating a gift to support a specific program

We encourage you to speak with your trusted legal or financial advisors to determine which option best aligns with your goals.

Information You May Need

If you choose to include Connect in your estate plans, the following details may be helpful:

Legal name:
Kelowna Family Services Centre Society
(operating as Connect Counselling & Therapy Central Okanagan)

Mailing address:
1890 Cooper Rd, Unit 4
Kelowna, British Columbia V1Y 8B7

Charitable Registration Number:
132351107 RR 0001

Founded:
April 1, 1986

Sample Will Wording

The following sample language is provided for general guidance only. Your legal advisor can help tailor wording to reflect your wishes.

• To give a specific amount:

  “I give the sum of $_____ to Kelowna Family Services Centre Society (Charitable Organization Number: 132351107 RR 0001), to be used where it is needed most.”

   

• To give a percentage of your estate:

  “I give ____% of the rest, residue, and remainder of my estate to Kelowna Family Services Centre Society (Charitable Organization Number: 132351107 RR 0001), to be used where it is needed most.”

   

• To give a specific asset:

  “I give ___ shares of ABC Co. Inc. to Kelowna Family Services Centre Society (Charitable Organization Number: 132351107 RR 0001), to be used where it is needed most.”

   

• To designate your gift to a specific program:

  “I give the sum of $_____ to Kelowna Family Services Centre Society (Charitable Organization Number: 132351107 RR 0001), to be used in support of the ___________________ program.”

We’re Here to Help

If you would like to discuss planned giving options, or if you have questions about including Connect in your estate plans, we welcome confidential conversations.

Contact Us

Important Note

The information provided on this page is general in nature and does not constitute legal or financial advice. We strongly encourage you to seek professional legal, estate planning, and/or financial advice when considering planned giving options.