02/09/2026
Planning to leave part of your estate to a charity or public benefit organisation? The way you word that gift matters. A general instruction to sell an asset and donate the proceeds could result in unintended tax consequences. In some cases, naming the specific investment or asset you wish to leave to the PBO may help preserve the available capital gains tax exemption, allowing more of your gift to reach the organisation you intended to support.
Find out how to structure your bequest so more reaches the cause you care about: https://tinyurl.com/mvhn4da6