The Peg Herbert Legacy Society
Help Lesotho’s founder, Peg Herbert’s vision and dedication have transformed thousands of lives in Lesotho. Named in honour, this society ensures that her commitment to dignity, education, and empowerment continues for generations to come.
By including Help Lesotho in your estate plans, you too can create a lasting legacy of empowerment, education and opportunity for the most vulnerable. Your generosity will help sustain Peg’s mission, providing children, youth, young women and grandmothers with the support they need to build brighter futures.
Honouring her Vision – Inspiring their Future
“Help Lesotho’s accomplishments have only been possible because so many people have faithfully invested in the organization. Your bequest is your one last investment. I can promise it will yield dividends that will make you and your family proud!”
– Peg Herbert
How do I want to be remembered and for what?
We are living in an age where unprecedented wealth is being transferred from one generation to the next. Canadians need to know that they have choices about where the taxable portion of their estate goes.
Inadequate, outdated, or – worse – non-existent Wills can reduce an estate’s size through easily avoidable taxes. Many people do not realize the tremendous tax benefits when assets are left to charities, making more after-tax dollars available to your loved ones.
Your estate, regardless of size, has the potential to make an enormous difference in Lesotho. By including Help Lesotho in your Will, giving a gift from registered assets, or making a bequest through life insurance, you can leave a legacy for the children in Lesotho and for your own families.
Including a charitable gift in your long-term financial planning helps you access tax benefits that ultimately benefit you and your estate/loved-ones, while enabling you to make a greater contribution to the world around you.
The Peg Herbert Legacy Society offers the privilege of acknowledging your generous support of our shared vision for the people of Lesotho.
Together with you, your family and advisors, we’ll ensure your legacy continues to benefit the programs and people that mean so much to you.
Board member Susan Richardson has remembered Help Lesotho in her estate plan and commented: “I’ve had the pleasure of traveling to Lesotho twice over the past eight years. Each visit leaves me deeply inspired by the incredible impact Help Lesotho makes every day—reaching children, young mothers, herd boys, grandmothers, and so many others.
Knowing that my donation, no matter how small, can contribute to reaching more people and making a real difference is what keeps me involved and committed to supporting Help Lesotho and their mission.”
Sandra Knight learned about the importance of giving, from her father, at a very early age. Following a 30-year career as a teacher, Sandra spends her retirement years traveling and volunteering for several local agencies.
She believes in Help Lesotho’s work, teaching the girls and boys of Lesotho about safe sex, HIV/AID, and gender equity because this knowledge is essential to saving lives.
When writing her Will, Sandra’s financial advisor suggested including a gift to charity in her estate planning. She chose to name Help Lesotho as the beneficiary of a life insurance policy. We’re deeply honoured by Sandra’s trust as her gift helps significantly with long-term planning and ensures the sustainability of our programs.
Peg Herbert Legacy Society Advisors
At no charge, these estate planning professionals are available to speak with you (and your advisors) on a confidential basis to consider personalized and tax-advantaged options to ensure your philanthropic intent is fully realized. There is no obligation or expectation to use their services beyond the initial conversation. We’re grateful to these friends of Help Lesotho for their expertise and generosity.
Larry Burns
Life Insurance & Living Benefits
L.W. Burns Financial Services, Inc.
larry@lwburnsfinancial.ca
613-832-2221
Brent Vandermeer
Senior Portfolio Manager & Partner
Erin Gendron
Portfolio Manager & Financial Planner
Ways to leave a legacy
Include Help Lesotho in your Will
Making plans to leave a charitable bequest by Will is the ultimate opportunity to model your personal values and beliefs of philanthropy to your children and grandchildren, friends and colleagues, while still providing for your loved ones. Leaving Help Lesotho in your Will honours a cause that has meant a great deal to you during your lifetime.
Sample Bequest Wording:
(Please have your lawyer/estate planner review wording)
Specific Bequests
“I direct my Trustee to pay the sum of _____ dollars to Help Lesotho (charitable registration # 82246 8476 RR0001), presently located at 610 Bronson Ave., Ottawa, ON K1S 4E6 to be used for its general charitable purposes of said charity”.
Residual Bequests
“I direct my Trustee to pay and transfer __________ (%) of the rest, residue and remainder of my estate to Help Lesotho (charitable registration # 82246 8476 RR0001), presently located at 610 Bronson Ave., Ottawa, ON K1S 4E6 to be used for its general charitable purposes of said charity”.
Give a Registered Asset
When you name Help Lesotho as the direct beneficiary of part or all of a RRSP or RRIF (without a surviving spouse) it can be a prudent way to reduce the taxes otherwise payable by your estate. Your estate will receive a donation receipt for the entire value of the plan. The credit arising from this donation will offset the tax liability. As a result, the entire value inside a RRSP or RRIF can be given to a registered charity in the year of death with no tax implications.
Name Help Lesotho in your Life Insurance
Next to bequests, life insurance is the most popular type of estate gift. A gift of life insurance will enable you to make a significant future gift for a modest cost. When you name Help Lesotho as a direct beneficiary of your life insurance policy no creditor or other body can access those funds upon death of the insured.
A note from Peg
“I am deeply honoured to have this Legacy Society in my name. I have spent cumulatively years living in Lesotho and I know, on so many levels, how profoundly meaningful this work is – to our staff, our beneficiaries, the Basotho community members, our board and donors alike. We have truly all been a ‘family’ since the beginning and I cannot overstate how rare and significant that is.
Our work is fundamentally about caring. The fact you care enough to add Help Lesotho to the bequests in your Will is appreciated more than you know. It will increase confidence in the future and enable us to plan for greater impact.
Please accept my personal thanks. When the staff inform me of your pledge to the Legacy Society, I promise to write you directly so that you may know how grateful we all are.”
We’re here to help
Giving to charity through your estate can allow you to leave a lasting legacy. We are available to answer questions and recommend resources to explore tax-effective ways to support your philanthropy.
For more information please contact us at
613-369-5868 or legacy@helplesotho.org