Estate or Planned Giving

Estate or Planned Gifts are a thoughtful, generous and typically tax-effective way to support your community hospital in a substantial way. Including a gift to JBH Foundation in your estate plans is a wonderful way to leave an enduring legacy within your community.

 

Are you interested in learning about legacy giving and the importance of talking to your loved ones about your estate plans?  Watch the conversation with Jim Sweetlove, retired lawyer, and Dr. Frank Fornasier, Lead Hospitalist at Joseph Brant Hospital to learn more about estate planning.  Watch the webinar here.

 

 

Wills & Bequests

Including us in your will is a simple way to support our most critical needs and leave your lasting mark on the Hospital. There can also be beneficial tax implications when you include the Foundation in your estate plans.

Gift of Securities

Giving a gift of publicly traded securities to Joseph Brant Hospital Foundation is a tax-effective way to give generously. By transferring your securities directly to JBHF, you’ll eliminate the capital gains tax you would otherwise owe if you sold the shares, while receiving a charitable tax receipt for the full amount of the donated shares.

Gifts of RRSPs & RRIFs

Donating RRSPs and RRIFs is an easy, tax-effective way to give. Make JBHF the beneficiary of your RRSP or RRIF and enjoy your retirement savings – then leave a legacy of lifesaving care.

Gifts of Insurance

Giving through insurance is a smart way to leave behind an impactful gift for healthcare in our community. Turn a modest investment now into a substantial contribution later and benefit from tax savings that make sense for you.

For more information

on Estate or Planned Giving, please contact Emma Fitzpatrick, Manager, Major Gifts at efitzpatrick@josephbranthospital.ca or 905-632-3737 ext. 5542.