Leave an Estate Gift

We invite you to share your legacy plans with us…

If you have already chosen to include St. Joe’s in your Will or estate plans we would be honoured to know so we can thank you personally and so we can inform you for the special benefits of our Legacy Society.

When you share you plans you will receive this complimentary Estate Planning Directory valued at $40.   This is a useful tool to document all your important financial information and give to your Power of Attorney/Executor for administering your Estate.

To share your plans contact Lisa Gonnering at lisa@stjoesfoundation.ca or at 905-522-1155 ext 35978.

Note: if you wish your future gift to remain anonymous, we will be sure to honour your wishes.

Ways to Leave a Legacy

Bequest in Your Will

This is the most common type of planned gift. A bequest in your Will is easy to set up and allows you to make a future gift to St. Joe’s without affecting your income today.

To learn more about leaving a gift in your will click here.

Registered Retirement Funds

You can name St. Joe’s as a beneficiary of your RRSP or RRIF with the help of your financial institution. This allows you to support St. Joe’s after the financial needs of you and your loved ones are met.

To learn more about leaving a gift through your RRSP or RRIF click here.

Life Insurance

Naming St. Joe’s as the owner or beneficiary of your life insurance policy allows you to make affordable yearly contributions that will result in a larger gift to the Hospital down the road.

To learn more about leaving a gift of life insurance click here.

 

Charitable Gift Annuity

A charitable gift annuity is an agreement where you make a contribution to St. Joe’s and get guaranteed income (mostly tax free) for a set number of years or for life. We keep a portion as a donation and use the rest to buy an annuity.

To learn more about leaving a gift of annuity click here.

I chose to include St. Joe's as a beneficiary in my Will because, in many ways, St. Joe's feels like home to me. This is just one way I can say thanks for all the Hospital has done for me, my family and my loved ones.

Dr. Richard Persadie, Physician, Department of Obstetrics and Gynecology & Planned Gift Donor

For inspirational stories about the impact planned gifts have at St. Joe’s, click here to read past issues of our legacy publication The Legacy Tribune.

Do you want to learn more about how you can leave a legacy at St. Joe’s or wish to share your estate plans with us? We would value your feedback to help with the planning for our legacy program, please complete the on-line survey here.

For more information, please contact:

Lisa Gonnering
Manager, Estate & Gift Planning
905.522.1155 ext. 35978
E-Mail Lisa

Disclaimer: The information above is for illustration purposes only and does not constitute legal, financial or tax planning advice. We recommend that you consult with your own professional advisor in planning your donation.