Estate Planning & Legacy Gifts

As we look back on our lives, we may wonder: “How will I be remembered?”

Planning a gift in your will can bring a sense of peace and comfort to you and your loved ones. Leaving a planned gift to Canadian Mental Health Association – Calgary Region (CMHA Calgary) provides you with the opportunity to create lasting meaning to continue to help those with mental health or substance use concerns for many years to come.

How do I name CMHA Calgary in my will?

To establish a legacy gift, please instruct your lawyer to include the following statement to your will:

Clause for your will

I give to Canadian Mental Health Association – Calgary Region, #105, 1040 – 7 Avenue SW, Calgary, Alberta T2P 3G9 the sum of $ _______________, or _____________% of the residue of my estate or my property at ____________ in the City of _____________. The disposition of my bequest is to be used by Canadian Mental Health Association – Calgary Region at its discretion.

Note: You can email a link to this page to your lawyer.

We strongly recommend you consult your lawyer if you are considering including CMHA Calgary in your estate plans.

What resources do I need to provide to my professional advisors?

We recognize the importance and impact of the work of professional advisors, including financial advisors, lawyers, trust officers and funeral directors.

Below you will find Canadian Mental Health Association – Calgary Region’s legal name, charitable registration and mailing address to provide to your advisors.

Legal name and charitable registration

• Legal Name: Canadian Mental Health Association – Calgary Region
• Charitable Registration Number: 122013139RR0001
• Mailing Address: #105, 1040 – 7 Avenue SW Calgary, Alberta T2P 3G9

How do I prepare or revise my will?

A will is crucial in ensuring your assets will go to the people and causes you support.

Your wishes can be amended at any time by making changes to your existing will or by creating a new will. In your will, you could bequeath a specific sum of money, a percentage of your estate, stock, or bonds.

We strongly recommend you consult your lawyer if you are considering including CMHA Calgary in your estate plans.