Legacy giving

Arranging a planned gift is a way to ensure that the excellent patient care for the residents of our community continues for many years to come.

While the Almonte General Hospital/Fairview Manor Foundation strongly encourages you to seek professional legal and financial advice when planning your estate, we will do everything we can to assist you in creating a legacy gift.

Bequests

One of the easiest and most powerful ways to invest in the future of health care in your community is through a bequest in your will. A bequest is a gift specified in a will of either a specific amount of money, a percentage of the estate, a particular asset, or the residue of the estate.

To leave a bequest to Almonte General Hospital or Fairview Manor in your will, speak to your lawyer or financial planner to let them know your wishes.

We encourage those who have made bequests to the Hospital or Manor to notify the Foundation. Your bequest will be kept in strict confidence, but will allow us to properly recognize your gift during your lifetime, and ensure that your gift is designated in accordance with your wishes.

For more information, please call 613-256-2514, ext. 2297.

Stocks and securities

Several donors have taken advantage of a tax provision that exempts donations of appreciated securities from capital gains tax. When an individual sells an appreciate stock or mutual fund, he or she is required to pay tax on 50 per cent of the capital gain. However, thanks to the Federal Government budget of May 2006, if a donor gives the appreciated securities to a charity, they pay no capital gains tax.

We will provide the donor with a charitable tax receipt for the fair market value of the securities.

Transferring your appreciated securities to the AGH/FVM Foundation is easy. Please complete our Securities Gift Form and give to your broker to complete the transaction.

For more information, please call 613-256-2514, ext. 2297.

Life insurance

Life insurance is an asset you may not think of donating to a charity until you hear how powerful and simple it can be.

There are many ways to make a gift using life insurance. Give ownership of a new or an existing policy to the AGH/FVM Foundation, or simply name the Foundation as the beneficiary. Each option has difference tax benefits and may make sense at different stages of life. Please consult with an insurance broker or your financial advisor to find out which option is best for you.

For more information, please  call 613-256-2514, ext. 2297.