YOU CAN MAKE A DIFFERENCE...

Making a financial commitment to enhance patient care at Seven Oaks General Hospital allows you to make a lasting difference in the quality of health care in our community for generations to come.

It's your choice

There are many factors to consider when deciding to make a planned gift and we would be pleased to work with you and your advisor to design a gift that suits your individual circumstances.

Some donors wish to see how their gift is used. Others want to avoid probate fees or potential estate problems, so they donate during their life. Others prefer to make a bequest, because this lets them maintain full control of their assets throughout their lifetime.

Many people are unaware that making a gift in their will or estate plan may have tax benefits as well.

Whatever route you choose, it is important to plan carefully and consider all aspects of your personal financial plan. Your financial advisor can provide information on tax benefits and can offer some creative ideas about how to leave gifts that meet all of your personal and charitable objectives.

Planned Gifts are investments in a healthier, happier tomorrow for the people we serve.



YOUR PLANNED GIFT

• Prepare a will. Without a will you lose control over your property at death.
• Leave a gift in your will for Seven Oaks General Hospital Foundation. Imagine how the community would benefit if everyone made a gift from their estate.
• Leave a specific dollar amount or a percentage of the assets in your will to Seven Oaks General Hospital Foundation.
• Consider using assets for your charitable gift. These include but are not limited to cash, stocks, bonds, mutual funds, term deposits, real estate, vehicles, art, jewellry, or even insurance. Such gifts may even provide tax savings.
• Name Seven Oaks General Hospital Foundation as a beneficiary of your RRSP, RRIF, or pension.
• Name Seven Oaks General Hospital Foundation as the beneficiary of an existing or paid up life insurance policy.
• Purchase a new life insurance policy naming Seven Oaks General Hospital Foundation as the beneficiary.
• Remember loved ones with memorial gifts to Seven Oaks General Hospital Foundation.
• Encourage family and friends to leave gifts to Seven Oaks General Hospital Foundation in their wills.

• Outright Gifts
  A gift that starts working the day you make it, is an "outright gift". Seven Oaks General Hospital Foundation will use your gift for immediate healthcare needs, or, if you prefer, as an endowment that provides ongoing support. You may give cash or securities, real estate, artwork, or other tangible property.

• Wills and Bequests
  The accumulated wealth of a lifetime - you can't take it with you, but you can determine what becomes of it, and a bequest to Seven Oaks General Hospital Foundation will leave a lasting legacy in your name. As you make or revise your Will, let us show you how a bequest can be shaped to fulfil your philanthropic goals in a way that fits your estate planning objectives.

• Gifts of Insurance
  To make a significant future gift to Seven Oaks General Hospital Foundation for a minimal present cost, consider Life Insurance. You can name the Foundation as beneficiary of your policy you own now, or give the policy itself. You may also start a new policy in the Foundation's name.

• Charitable Annuities
  If you make a sizable gift to Seven Oaks General Hospital Foundation but need the income from your investments, consider a Charitable Annuity. It features a gift to the Seven Oaks General Hospital Foundation with a guaranteed life annuity, at attractive rates for you or you and your spouse.

• Charitable Remainders Trust
  Do you depend on the income from your investments but pay more taxes than you would like? A Charitable Remainder trust pays the income to you and provides a donation receipt for the present value of the principal that will eventually pass to Seven Oaks General Hospital Foundation. You may fund the trust in several ways, and if you use appreciated assets you may reduce the tax on the capital gain.

Please call us at (204) 632-3316 to discuss how a planned gift can work for you!