Thank you for considering such a thoughtful gift.

By including Niagara Health Foundation as part of your estate plan, you will impact the lives of patient care today and future of generations to come.

CREATING YOUR LEGACY OF CARE

Legacy gifts support:

• Essential medical equipment and cutting-edge technology for all Niagara Health sites.
• Funding capital development projects, including the construction of new hospitals and upgrading facilities.
• Supporting special patient care programs and scholarships and bursaries for students and staff studying medical sciences.
• Funding research that has a profound impact on the health and well-being of our patients and communities.

All legacy gifts have the power to help shape the future of local healthcare.

Benefits:

• You can leave a more significant gift to local healthcare than may have been possible in your lifetime.
• There is no cost to you now, and you can change your mind anytime.
• You maintain complete control of your assets during your lifetime, and your estate can receive a charitable tax receipt to help lower or even eliminate estate taxes.
• You have the opportunity to honour or memorialize yourself or a loved one by naming a space in a Niagara Health facility or establishing a named endowment fund.

Ways to leave a Legacy:

• Gifts in your Will
• Gifts of Life Insurance
• Gifts of Securities

Frequently Asked Questions

To discuss a gift made through your estate or a gift in your Will, please contact:

Franca Palummieri
Development Officer, Planned Giving
Email: Franca.Palummieri@niagarahealth.on.ca
Call: 905-378-4647 x 44280

We are here to help and would love to hear your plans.

We appreciate and respect your client’s decision to make a meaningful impact on the future of local healthcare. Your help and careful planning will enable them to make a much larger gift than they could during their lifetime and reduce – or even eliminate – the tax burden on their estate.

Niagara Health Foundation accepts many forms of donations, including residual and specific bequests, life insurance, RRSPs and RRIFs, securities, and property.

We will be pleased to work with you to be the recipient of Endowment Funds and Donor Advised Funds, Charitable Annuities, or Charitable Remainder Trusts, each with its unique features and benefits.

With your help, your clients can achieve the legacy of their wishes.

Helpful Links and Resources:

• Donation of Publicly Traded Securities Form
• Sample Wording

Legal name: Niagara Health Foundation
Address: 1200 Fourth Ave., St. Catharines, ON L2S 0A9
Charitable Registration Number: 89940 2697 RR0001

Please contact us confidentially to discuss ways your client can effectively give tax, depending on their circumstances.