Ways to leave a legacy
Endowment
An endowment fund plays a vital role in ensuring the long-term strength and sustainability of the Foundation’s work. Unlike annual fundraising, which supports immediate needs and projects, an endowment is designed to provide support for generations to come. Gifts made to the endowment are carefully invested, with only the earnings used to support health and wellness initiatives in our community. This creates a reliable and growing source of funding that helps ensure the Foundation can continue to respond to emerging health priorities, support vital equipment and programs, and strengthen care close to home for years into the future.
By including an Endowment Fund as one of our funding pillars, we are inviting the community to help build a lasting legacy for rural health in Vulcan County. Contributions to the endowment are not simply donations for today—they are an investment in the future well-being of our neighbours, families, and generations yet to come. Endowment funds also create meaningful opportunities for planned and legacy giving, allowing individuals and families to leave a lasting gift through their estate plans. These thoughtful gifts ensure that a donor’s commitment to community health continues well beyond their lifetime, helping sustain compassionate care, innovation, and wellness services for future generations in the place we all call home.
Gifts in your will
Remembering the Vulcan County Health & Wellness Foundation in your will is an act that is generous, powerful, and surprisingly simple. It allows you to leave a larger gift than would be possible during your lifetime, while still retaining control of your assets.
One of the great benefits of leaving a legacy gift, is that there is no immediate cost to you. You can bequeath a piece of property or other tangible assets, securities, cash, or even a percentage of your estate. Gifts made through your will can also serve to lower or even eliminate taxes owed on your final estate.
You may also choose the purpose for which your gift will be used:
UNRESTRICTED GIFT
Your gift can be directed to support the areas of highest priorities, providing the flexibility to respond to evolving demands and allowing funds to be used where they are most needed.
RESTRICTED GIFT
Your gift can be directed to support the Vulcan County Health & Wellness Foundation. Discuss which options are right for you with your loved ones and financial advisor.
The Top 7 Myths About Leaving a Charitable Gift in Your Will / Webinar
Gifts of securities
You can make a healthy investment and reduce your taxes by donating shares to the Vulcan County Health & Wellness Foundation. Contact us to learn more or speak to your financial advisor.
When you make a gift of securities – like stocks, mutual funds, flow-through shares or bonds – to the Vulcan County Health & Wellness Foundation, your gift has immediate impact. Eliminate the capital gains tax that you’d have to pay if you sold the securities and then donated the proceeds, plus receive a charitable tax receipt for your donation. You can give now, or as part of your estate planning.
Consult your financial advisor to decide which investments make the most financial and philanthropic impact. Then ask your broker to transfer your securities to the Vulcan County Health & Wellness Foundation by completing the appropriate transfer form. And finally, get in touch and let us know you have made a planned gift so that we can show our gratitude.