WOHCF - Legacy Giving

Legacy Giving

These donations aren't given right away.
They come in various forms and can allow you to:

Gain valuable credits on your final estate income tax return
Make a significant contribution to a cause you believe in
Make a gift that continues giving after you have passed on
Leave something truly meaningful for people to remember you by

The assets you hold today can start giving to the generations of tomorrow. Let us help you find the Legacy Gift that makes sense for you. Our Planned Giving Officer, Susan James is available to answer any questions at (905) 494-6857 or via email at susan_james@oslerhc.org. Consult with your accountant, lawyer, or financial planner to discuss which method is best for you.

Bequests in a Will

In addition to remembering your family and friends, you can use your will to make a charitable bequest to an organization you believe in. You can name William Osler Health Centre Foundation (WOHCF) as the direct beneficiary of specific assets, a portion of your estate, or the residue of your estate. A bequest is also a valuable tax asset. Should you decide to pursue this option, please advise us so that we may plan for your gift more efficiently.

Life Insurance

A new or existing life insurance policy donated to WOHCF (as owner and beneficiary) gives you the opportunity to make a substantial contribution for the future, with a relatively low payment today. A gift of life insurance may be separate from your estate and not subject to estate or trust costs. Premium payments or cash surrender values of such policies earn tax credits, meaning that your future gift saves tax dollars today.

Charitable Gift Annuity

A Charitable Gift Annuity is a donation option that offers significant benefits to both WOHCF and you. Imagine receiving a regular income from your donation during your lifetime, and knowing that this investment will benefit your community hospital. An annuity also offers significant tax credits and estate planning advantages.

Deferred Charitable Gift Annuity

Similar to a gift annuity, except that payments begin at a future date.

Gifts of Stock, Securities, Bonds, Mutual Funds and RRSPs

Donating appreciated stocks, securities or mutual funds directly to William Osler Health Centre Foundation is more cost effective than selling the stock and making a cash gift. There are many attractive tax incentives available to you with this program. Visit GiveStock.ca

Charitable Remainder Trusts

These trusts provide flexibility in choosing a suitable income arrangement to meet your needs.

Charitable Lead Trust

Assets (cash and securities) are transferred to a trust that pays income to William Osler Health Centre Foundation for a predetermined time period. This option lets you receive a donation receipt for the present value of the remainder of the interest within the year of your gift.

Real Estate

Gifts of real estate offer a popular alternative to cash donations. For more information, please contact Susan James at (905) 494-6857 or at susan_james@oslerhc.org or consult your financial advisor or accountant to discuss if this method is of benefit to you.