Joseph Brant

Ways to Join

Wills & Bequests

Did you know that to-date, generous supporters have left more than $16 million in their wills to the Joseph Brant Hospital Foundation?
 
One of the most common, impactful and simple type of legacy gift is a charitable bequest made through your will.
 
It can be made through a variety of ways including: cash assets, real estate, an entire estate or residual gift from the estate. This type of gift allows you to make a lasting contribution to healthcare in your community, while protecting your assets now.
 
A gift in your will to the Joseph Brant Hospital Foundation can also produce considerable tax savings by reducing the tax burden on your estate. Your estate will receive a charitable tax receipt in the amount of your bequest.
 
The following are examples of language to consider when leaving a bequest to the Foundation.
 
To give a specific amount: “I give the sum of (bequest amount) to the Joseph Brant Hospital Foundation to be used to support the highest priorities as determined by the Board of Directors of the Foundation.”
 
To give a percentage of the estate: “I give the residue of my estate (X percentage of the residue of my estate) to the Joseph Brant Hospital Foundation to be used to support the highest priorities as determined by the Board of Directors of the Foundation.
 
To give a specific asset, such as shares in a company: “I give (X shares) to the Joseph Brant Hospital Foundation to be used to support the highest priorities as determined by the Board of Directors of the Foundation.”
 
For a contingent bequest:  “If neither (name of primary beneficiary) nor (name of alternate beneficiary) survives me for 30 days, then I give (describe amount of cash, property, percentage of residue or other gift) to the Joseph Brant Hospital Foundation to be used to support highest priorities as determined by Board of Directors of the Foundation.
 
To designate your gift for a specific purpose: “I give (X amount) to the Joseph Brant Hospital Foundation to be used in support of (unit, equipment name etc.).”
 
Power of Vary Provision
Where you have a special interest in a specific area of the Hospital, you may wish to restrict the use of your gift.  Unfortunately, no one can anticipate the changes and developments that may occur in the future. As a result, we recommend that you include a “power to vary” clause to ensure your gift will deliver maximum value to the Joseph Brant Hospital Foundation.
 
In this instance, please incorporate the following will into your clause: “If, in the opinion of the Board of Directors of the Joseph Brant Hospital Foundation, it should become impossible, inadvisable, or impractical to use this gift for the purposes of supporting (insert initial intent), then the Board may in its discretion use the gift to the best advantage of the Joseph Brant Hospital, keeping in mind the original wishes of the donor.”
 
For more information, please contact Ashley Davidson, Director of Major Gifts, at 905-632-3737 ext. 3474 or at ashley.davidson@josephbranthospital.ca.
 

Joseph Brant Hospital has over

1,580 employees including over 150 physicians, dentists and midwives

When renovations are complete,

over 70 percent of our inpatient rooms will be single-patient rooms
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