Information for Lawyers

cbm Canada
3844 Stouffville Road,
PO Box 800
Stouffville ON L4A 7Z9
Toll Free: 1.800.567.2264
P. (905) 640.6464
F. (905) 640.4332

Legal name:
Christian Blind Mission International

Charitable Registration Number:
10691 8329 RR0001

cbm Contact:
Grace Soukup, Manager, Planned Giving
T. 905-640-6464 x288
1-800-567-2264 x288

Information for Executors and Estate Trustees

cbm Canada’s Estate Administration Policy

Legal name: Christian Blind Mission International
Operating as: cbm
Canada

The following is information cbm Canada requires from the Executor(s) in order to demonstrate to third-parties, such as its external auditor, that the full wishes of the deceased have been carried out according to their Last Will and Testament.

For a Specific Bequest:

  1. A copy of the Notice of Application for Certificate of Appointment of Estate Trustee with a Will or Letters Probate.
  2. A copy of the pertinent portion of the Will where cbm Canada is listed to receive the specific bequest.

For a Residual Bequest:

  1. A copy of the Notice of Application for Certificate of Appointment of Estate Trustee with a Will or Letters Probate.
  2. A copy of the entire Will.
  3. A copy of the List of Assets and their value at date of death.
  4. A copy of Executor’s interim and final accounting of receipts and disbursements for revenue accounts and capital accounts.

cbm Canada’s Process for Handling Requests by Excecutor(s) to Vary the Will:

  1. cbm Canada will ask for the request to vary the Will to be submitted by the Executor(s) in writing along with a copy of any background documentation that the Executor(s) may have.
  2. cbm Canada will forward the estate file to cbm Canada’s legal counsel who will review the file and advise cbm Canada on next steps.
  3. cbm Canada’s lawyer will communicate either directly to the Executor(s) or to the legal counsel for the estate.

Download PDF files

  1. cbm Canada’s Estate Administration Policy
  2. Responsibilities and Duties of the Estate Trustee

Legacy of Love
Tips for Preparing your Will
Dr. Norgrove Penny with children in Uganda

Dr. Norgrove Penny with children in Uganda.

Who inspired Jane to put a legacy gift to cbm in her Will?

Boomer-s Jane Boomer of Victoria, BC, says, “I came to know about cbm through  my spiritual father and mentor, Dr. Cherer Penny and his wife, Esme. One evening, Dr. and Mrs. Penny invited me to attend a celebration event for their son, Dr. Norgrove Penny, who had just received the Order of Canada.”

Jane continues, “At the celebration dinner, Norgrove spoke at length about his work in Africa and his connection with cbm. The pictures he showed and the talk he gave of his work were so inspiring – I decided I would like to become involved with cbm. Now, leaving a sum of money to cbm by way of my Will just seems like the right thing to do.”

Who inspired Dr. Norgrove Penny to serve as an orthopaedic surgeon with cbm in Africa?

At the peak of his career, Dr. Norgrove Penny left his thriving Victoria practice to work with cbm in Uganda. When asked why, he replies, “I am a follower of Jesus – that is, He is my role model… Most of the time, He was healing people with chronic disabilities: people who were deaf, blind, lame or had leprosy or epilepsy.

“Jesus understood the burden they carried: they were considered cursed and untouchable. Those were like the kids I was seeing in Uganda – they were growing up disabled, isolated, less than human.”

After six years in Uganda, Norgrove returned to Victoria and began a new orthopaedic program at Queen Alexandra Centre for Children’s Health. He continues to practice there today.

Norgrove also serves as cbm’s International Senior Advisor for Physical Impairment, promoting services to help children and adults receive surgery enabling them to walk again. He is internationally recognized and respected for his humanitarian work and knowledge to help physically disabled children in Africa and Asia. (To hear more about Norgrove’s passion, click here)

Penny and AnneDr. Norgrove Penny (with his wife Anné) was recognized with the Order of Canada – for establishing a program of specialist surgical and rehabilitation services to Ugandan children living with disabling physical impairments such as clubfoot and polio. His project established a successful children’s hospital and a treatment program for babies with congenital clubfoot deformity that has become a world model.

“From them, through me, to you!”

When Norgrove heard that Jane Boomer has included a legacy gift in her Will to continue cbm’s work for future generations, he said, “It is wonderful to know that Jane decided to connect with cbm. She loves my folks… so that is their legacy! From them, through me, to you!”

Does Jane inspire you?

Like Jane, you could be an inspiration for future generations by including a gift in your Will. You could bring help and hope to children and families caught in the cycle of poverty and disability. Only God knows the impact your legacy will have in the lives of people… forgotten by others.

Click here for information about leaving a legacy gift in your Will.