Creating a Lasting Impact
Arranging a legacy gift may be your best option to simultaneously meet your philanthropic goals and your financial needs. Legacy gifts to the Dartmouth General ensure that our staff can continue to deliver exceptional care, and that our culture of innovation grows for generations.
We are able to accept various giving methods and we can work together to maximize your impact for years to come:
A Gift in Your Will
Leave a gift in your will to express your vision for a future of extraordinary healthcare through the Dartmouth General Hospital. You can ask your lawyer to include appropriate wording for a bequest in your Will. Download sample here. Your estate will receive, and benefit from, an official charitable gift receipt when your legacy gift is realized by the DGH Foundation. Our registered charitable number issued by the Canada Revenue Agency (CRA) is BN 12245-5611-RR0001.
The Dartmouth General Hospital Foundation is a member of the Canadian Association of Gift Planners (CAGP) and is a partner with CAGP’s Will Power initiative. Learn more about important steps to leaving a gift in your Will here. Learn what steps you need to take to leave a charitable gift in your Will here.
Giving through Life Insurance
You can give a gift of life insurance by donating an existing policy or creating a new policy and naming the DGH Foundation as the beneficiary. When purchasing a life insurance policy and making a charity both the beneficiary and owner, you will receive a tax receipt for the annual premiums paid. When assigning an existing policy to a charity, you can receive a tax receipt for any cash value in the policy.
Gifts of Securities – Download form here
Securities, including publicly listed stocks, bonds, and mutual funds may be donated directly to the DGH Foundation. If you transfer them directly rather than sell them and donate the proceeds, you may eliminate capital gains tax otherwise owed. You will also receive a valuable tax credit for the full value of the securities.
Other options include:
- RRSPs and RRIFs
- Real Estate Property
- Charitable Remainder Trusts
If you are looking for guidance, please contact Jenna Joyce, Vice President, Philanthropy at jenna.joyce@dghfoundation.ca or 902-460-6788.
Disclaimer
The information provided is general in nature and not intended to be a substitute for professional legal or financial advice. Dartmouth General Hospital Charitable Foundation encourages all planned gift donors to seek independent legal and/or financial planning advice from their professional advisors.