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The Winnipeg Symphony Orchestra is community funded. More than 33% of our operating funding comes from fundraising. Our donors and sponsors ensure that the WSO continues to survive and thrive. We can’t do it without you.
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Professional Advisors

We are proud to work closely with many attorneys, accountants, financial planners, insurance agents, and other professionals when organizing donors’ charitable estate plans.

This section of our site offers materials and resources that may be helpful to you and your clients in planning for their philanthropic goals. Should you have any questions or require further information, please contact Beth Proven at bproven@wso.mb.ca.

1) Official Name and Charitable Registration Number

The WSO’s official name is The Winnipeg Symphony Orchestra, Inc. The WSO’s charitable number is: 105260673 RR0001

2) Sample Will Clauses

3) The Importance of Gift Agreements

Whenever possible, it is our preference to establish written terms of reference or letters of intent to accompany planned gifts. These signed agreements ensure that all parties have clear directions as to how the gift will be used. Please contact Beth Proven, VP Development, for assistance.

4) Review of Will Clause

It is often beneficial for the charity to review a will clause when it is being drafted to ensure that the gift can be carried out as the donor wishes. This can be done anonymously if the client prefers.

5) Useful Links

REGULATIONS ON PROBATE FEES
Law Fees and Probate Charge Act (Please refer to schedule 7 at the bottom of the page)

DUTIES OF THE PUBLIC TRUSTEE
Province of Manitoba’s Public Guardian and Trustee Act

THE TRUSTEE ACT
Province of Manitoba’s Trustee Act (please refer to section 90 (1) – 90 (5))

CANADA REVENUE AGENCY
Giving to Charity: Information for donors

6) Executors’ Duties
For guidelines on executors’ fees, you may want to refer to the Manitoba Public Trustees office.

7) Lawyer’s Duties

8) The Philanthropic Conversation – A Guide for Professional Financial Advisors 

Please Seek Expert Advice: The WSO strongly recommends that you seek professional advice to ensure your financial goals are considered, your tax situation reviewed, and that your legacy gift is tailored to your circumstances. The WSO recommends that you consult your lawyer or estate planner regarding the specific wording of any gift in a will.

For further information, please call Beth Proven at (204) 949-3989 or email bproven@wso.mb.ca.