Ways to leave a legacy

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.

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.

Sample Will Wording

The following are sample clauses but we recommend consulting with a lawyer or financial planner before including a charitable organization in your will.

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Gift of Securities Form

Please complete and sign this form and send a copy to VCHW and BMO Nesbitt Burns

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Tax Benefits

Canada offers some of the most generous tax incentives for charitable giving in the world, making it easy for you to give.

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