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Donor Confidentiality Policy

The Legacy Fund for the Environment commits to respecting a donor's right to anonymity, subject to the following limitations:


Records, as required by Revenue Canada for charitable receipting purposes, are maintained by the organization’s office. Access to these records is restricted to those with a need to know in order to fulfil their functions, including the bookkeeper, development or fundraising officer, treasurer and accountant.


The Legacy Fund for the Environment will comply with any legal obligation to disclose the names of donors and the nature and value of their gifts, for example obligations that may arise under the Income Tax Act, the Freedom of Information and Protection of Privacy Act or other relevant statutes.


The identity of a donor requesting to be identified as ‘anonymous’ may be provided to the Board of Directors on an oral basis if the Board so requests. Such information is privileged and neither appears in the minutes of the meeting nor may be used by Board members or officers outside the meeting of the Board of Directors.


A donor and the Legacy Fund for the Environment may also agree to the disclosure of the donor’s name for specified purposes, such as donor recognition, matching donation appeals, or otherwise.

Marsh Marigolds © Alison Hackney, 2020

We call ourselves the Legacy Fund for the Environment because we believe a healthy environment is the greatest legacy we can leave to our children.

 

If you would like to discuss how you may leave an environmental legacy in your will, please contact Campbell Stuart at 514-927-7802 or cstuart@colby-monet.com

ADDRESS

Legacy Fund for the Environment

2075 boul. Robert-Bourassa, Suite 600

Montréal, QC H3A 2L1

CANADA

CONTACT

Campbell Stuart

(514) 927-7802

cstuart@colby-monet.com

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