Legacy Gifts and Estate Planning
Leaving a legacy gift in your will is a thoughtful, generous, and typically tax-effective way to support your community hospital in a substantial way. Including a gift to the JBH Foundation in your estate plans is a wonderful way to leave an enduring legacy within your community.
And for Frank and Carol Tristani (pictured), making a gift to the hospital in their estate was an easy way to leave a legacy of support with a particular focus on making things better for people.
“We live in this community and we talked about making a legacy gift to the hospital and decided the best time to do it was when we can do it together,” says Carol. “It was important that we had an open dialogue so that we both knew what we wanted to support and what we wanted our legacy to look like.”
Learn more about why you might consider a legacy gift as part of your estate plans. Review a step-by-step guide and watch a special webinar with David Henderson, Partner at Agro Zaffiro LLP and Dr. Ian Preyra, Chief of Staff at JBH to learn more about estate planning and how to talk to your loved ones about your wishes.
Become a Joseph Brant Society Member
Have you included the JBH Foundation in your estate plans? If so, please let us know. We want to thank you and welcome you into our Joseph Brant Society. Members receive a number of exclusive benefits such as a commemorative Joseph Brant Society pin, annual recognition offerings, and invitations to special events.
Please let us know if you wish for your gift to remain anonymous. We will always respect your privacy.
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 Joseph Brant Hospital 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, 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.
Securities Donation Form Download the FormGifts of RRSPs & RRIFs
Donating RRSPs and RRIFs is an easy, tax-effective way to give. Make Joseph Brant Hospital Foundation 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.
Learn more about Legacy Giving and Estate Planning
Including why you should consider a legacy gift in your estate plans and a step-by-step checklist on how to plan your legacy.
For more information
on Legacy Giving and Estate Planning, please contact Emma Fitzpatrick, Associate Director, Major & Planned Giving at efitzpatrick@josephbranthospital.ca or 905-632-3737 ext. 5542.
