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Planned Giving


By remembering Hotel Dieu Shaver in your Will, you can continue to support the rehabilitation needs of patients today and transform lives for generations to come.

When you leave a legacy gift to Hotel Dieu Shaver Foundation, you are giving our health care team the tools they need to restore health, rebuild life and renew hope. You have the option of supporting the most urgent needs identified by Hotel Dieu Shaver’s leadership or designating your gift to support a particular program, such as Parkinson’s or Cancer Rehab.

How to leave a Planned Gift

To include a legacy gift to Hotel Dieu Shaver Foundation in your Will, you should consult with a lawyer, professional advisor or notary experienced in estate planning.

These professionals can help you prepare a new Will or add to your existing one.

WILL/BEQUESTS

The most common type of gift is a charitable bequest made in a will, which can take the form of cash, securities, assets or donation of your estate.

Will Clauses

Bequests can be endowed or given as an outright cash gift.  For endowed bequests, the capital will be invested and only the interest will be used annually to fund equipment or a particular program.

Endowment Clause

The following wording is recommended for endowed gifts:

“I give to Hotel Dieu Shaver Foundation, currently located at 541 Glenridge Ave, St. Catharines, ON L2T 4C2, ____ {percent of the residue or a specific amount} of my estate. It is my wish that these funds, if practical and possible, be endowed for {name of program or most urgent equipment needs} as determined by the Board of Directors of the Hotel Dieu Shaver Foundation from time to time.”

Outright Gift Clause

The following wording is recommended for outright gifts:

“I give to Hotel Dieu Shaver Foundation, currently located at 541 Glenridge Ave, St. Catharines, ON L2T 4C2, ____ {percent of the residue or a specific amount} of my estate. It is my wish that these funds, if practical and possible, be directed as an outright gift (not endowed) to be used for {name of program or most urgent equipment needs} as determined by the Board of Directors of Hotel Dieu Shaver Foundation.”

CHARITABLE GIFT ANNUITY

Charitable gift annuities allow a donor to make a donation of cash or investments to a charity while also providing a guaranteed fixed income to the donor for life. The key with a charitable gift annuity is determining the amount of after-tax income you require.

LIFE INSURANCE

Pays the beneficiary a fixed percentage of the principal of the trust as it is revalued annually. This type of trust provides the donor with the flexibility to make additional gifts to the trust.

Charitable donations can be made through a life insurance policy in one of three ways:

  • Donating an existing life insurance policy, naming Hotel Dieu Shaver Foundation as the owner and beneficiary of the policy;
  • Purchasing a new policy designating Hotel Dieu Shaver Foundation as the owner and beneficiary; or
  • Donating a policy through your will naming Hotel Dieu Shaver Foundation as beneficiary

RRSPs & RRIFs

Registered Retirement Savings Plans (RRSPs) and Registered Retirement Income Funds (RRIFs) are additional options for legacy giving that allow you to designate the charity of your choice as the sole or partial beneficiary

GIFT OF SECURITIES

Stocks, bonds and other securities can be donated through your will or at any time.  The amount of the charitable tax receipt is based on the market value of the securities the day the Foundation receives the funds.

To ensure that your gift reaches those who need rehabilitation as the result of life-changing events, devastating diseases and challenges in ageing, please designate Hotel Dieu Shaver Foundation as the beneficiary of your donation.  Together we can optimize their recovery and give them quality of life again.

For more information about Legacy Giving options, please contact Kristina Manzi or (905) 685-1381 ext. 84821.