Legacy Giving
Planned Giving
Arranging a planned gift is a way to ensure that the excellent patient care for the residents of our community – today, tomorrow and in the future.
While the Almonte General Hospital/Fairview Manor Foundation strongly encourages you to seek professional legal and financial advice when planning your estate, we will do everything we can to assist you in creating a legacy gift.
Bequests
One of the easiest and most powerful ways to invest in the future of health care in your community is through a bequest in your will. A bequest is a gift specified in a will of either a specific amount of money, a percentage of the estate, a particular asset, or the residue of the estate.
To leave a bequest to Almonte General Hospital or Fairview Manor in your will, speak to your lawyer or financial planner to let them know your wishes.
We encourage those who have made bequests to the Hospital or Manor to notify the Foundation. Your bequest will be kept in strict confidence, but will allow us to properly recognize your gift during your lifetime, and ensure that your gift is designated in accordance with your wishes.
For more information, please call 613-256-2514, ext. 2297.
Life Insurance
Life insurance is an asset you may not think of donating to a charity until you hear how powerful and simple it can be.
There are many ways to make a gift using life insurance. Give ownership of a new or an existing policy to the AGH/FVM Foundation, or simply name the Foundation as the beneficiary. Each option has difference tax benefits and may make sense at different stages of life. Please consult with an insurance broker or your financial advisor to find out which option is best for you.
For more information, please call 613-256-2514, ext. 2297.
Leave A Legacy
Good To Know – Financial Life Planning Tips from Betty-Anne Howard, Athena Wealth and Legacy Planning
Good To Know - Financial Life Planning Tips from Betty-Anne Howard, Athena Wealth and Legacy Planning Today let’s talk about beneficiary designations on registered money - your RRSP’s/RRIF’s and Locked In RRSP’s/LIF’s. Beneficiary designations are an easy way...
Income Tax Reduction & Estate Tax Elimination In-Person Presentation
Income Tax Reduction & Estate Tax Elimination Presentation Please join us on Tuesday March 7th 2pm, for a live presentation at Royal Canadian Legion Branch 240. DATE: March 7, 2023Welcome & Registration Time: 2 p.m.Presentation: 2:30 p.m. Royal Canadian...
Case Studies- What kind of designations or licenses should you look for when you’re choosing a Financial Advisor?
Good To Know - Financial Life Planning Tips from Betty-Anne Howard, Athena Wealth and Legacy Planning What kind of designations or licenses should you look for when you’re choosing a Financial Advisor? Certified Financial Planner, Registered Financial Planner,...
Case Studies- Looking at Real Numbers for Your Legacy Planning
Good To Know - Financial Life Planning Tips from Betty-Anne Howard, Athena Wealth and Legacy Planning Case studies! Sometimes that’s the best way to give real-life examples of how we can make a difference by thinking about and planning for legacy gifts. Here is a...
Good To Know – Financial Life Planning Tips from Betty-Anne Howard, Athena Wealth and Legacy Planning
The theme for this November’s Financial Literacy Month is: Make Change that Counts: Managing Your Money in a Changing World, and to that end I’m inviting you to think about your own personal mission statement. Or, as Karen Walrond, author of The Lightmaker’s...
Good To Know – Financial Life Planning Tips from Betty-Anne Howard, Athena Wealth and Legacy Planning
Many women, if not most, don’t see themselves as philanthropists. This is a word, like estate planning, that we find difficult to relate to. Lending a helping hand, yes! Helping out others in need, of course, that’s what we do. Fostering relationships with charities...
Estate Planning: Putting Together the Pieces of the Puzzle
When it comes to goals, most people want to pay as little tax as possible at their deaths and therefore maximize the amount that will get paid out to their families. This takes us to one very big and misunderstood fallacy - the erroneous belief you have to choose...
The 3 Pillars of Gift Giving to our Communities: Prepare, Plan and Prosper
Most people wonder about how best to support their favorite charities and want to better understand the processes involved to have an impact while reducing their income and estate taxes. Let’s look at the 3 pillars which are; Prepare, Plan and Prosper. Prepare: In...
Good To Know – Financial Life Planning Tips from Betty-Anne Howard, Athena Wealth and Legacy Planning
Our fight or flight response is automatic and part of our amygdala, that part of our brain that dates back centuries and was meant to protect us from saber tooth tigers. Given our evolution you’d think that that part of our brains would no longer be active however,...
Understanding Cash Flow: Stewardship, Awareness, and An Embarrassing Story
Written by Tara TennantClient Care Coordinator, Betty-Anne Howard, Athena Wealth and Legacy Solutions I think we can all agree that many factors go into our decisions around how we steward (make, spend, save, and invest) our money. A lot of it is tied to our...