A Gift in Your Will

“I love my kids and want to see them looked after, but I also believe in supporting healthcare close to home”.

YOU CAN HAVE IT BOTH WAYS

A planned gift ensures that excellent patient care exists in our community – today, tomorrow and in the future.

Include a Gift in Your Will

Arranging a charitable gift in your will is one of the easiest and most powerful ways to invest in the future of health care in your community. In your will you can gift a specific amount of money, a percentage of your estate, a particular asset, or the residue of the estate. You maintain complete control of your assets during your lifetime and your estate can receive a tax credit to help offset your estate taxes. By planning your gift in your will you can support your family AND the future of healthcare in your community.

Let Us Know Your Wishes

To arrange a charitable gift 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. This will allow us to properly recognize your gift during your lifetime and ensure that your gift is designated in accordance with your wishes. Your bequest can be kept confidential if you wish.

For more information, please call us at (613) 256-2514 Ext. 2297.

Other ways to leave a legacy through your estate

While arranging a gift in your will is the most common way to include the Hospital or Manor in your estate planning, there are additional planned giving options.

Making a gift of life insurance

Life insurance is an asset that can be a powerful charitable giving vehicle.

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 a beneficiary. Each option has different 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.

Designate registered funds

A beneficiary designation on your RRSP’s/RRIF’s and your locked in RRSP’s/LIF’s is an easy way to redirect money to your favorite charities.

Registered funds are one of the most heavily taxed assets on transfer to the next generation. You can name the AGH/FVM Foundation to be the sole or one of the beneficiaries of this registered money, and the amount you redirect to charity is the amount that will receive a charitable tax credit, significantly reducing taxes on your estate when you pass on.

Establish a charitable gift annuity

A charitable gift annuity is a contract between an individual and the AGH/FVM Foundation where, in return for a gift, the Foundation agrees to pay the individual a fixed amount of money annually for the donor’s lifetime. After the individual’s lifetime, the balance in the annuity account is given to the AGH/FVM Foundation as the donor’s gift to help ensure excellent patient care continues in our community.

Make a gift of securities

Donate publicly traded securities, bonds, and mutual funds, and take advantage of tax benefits.

Learn more.

Leave A Legacy