Through a bequest you make a specific gift to a charity through your will, or by writing an amendment (called a codicil) to your existing will, specifying either a percentage or a specific dollar amount.

We suggest that all donors of this type of gift discuss it with their professional advisors and family.

What is a gift by Will?

A gift by Will is also known as a charitable bequest and is the most common type of estate planning gift.

What are the different types of gifts by Will?

  • a specific bequest – an outright gift of money or property
  • a residual bequest – a percentage or share of the value of your estate after all debts and taxes have been paid
  • a contingent bequest – a gift dependent on the occurrence of another event i.e., the death of a spouse
  • a testamentary trust – established in a Will for the purpose of directing assets (i.e., securities) immediately and directly to your named beneficiaries which can include family and or charity

Benefits of a gift by Will:

Planning a gift in your Will gives you the assurance that future generations will continue to have access to exceptional healthcare, close to home. It is simple to arrange and allows you to make an important difference while protecting your income throughout your life. A gift in your Will can also help eliminate taxes owned by your estate and can be claimed in the year of death or up to the five following tax years.

How will my future gift be used?

Your gift will support those in need of the exceptional healthcare and specialized programming provided by St. Joseph’s Health Centre. Whether it is through purchasing state of the art medical equipment, investing in new technologies or supporting programming, your generosity will help those facing significant health challenges to overcome adversity and life their best life.

Legal Name: St. Joseph’s Health Centre Foundation, Guelph

Charitable Number: 89033 2372 RR0001

Sample Wording for the Will: “I give to St. Joseph’s Health Centre Foundation, Guelph or of the residue and remainder of my estate, for <general or specific purpose>.”

For more information please contact:

Jennifer Hall, VP Development

(519) 824-6000, ext. 4201

jennifer.hall@sjhcg.ca

St. Joseph’s Health Centre Foundation, Guelph

100 Westmount Rd.

Guelph ON N1H 5H8

ATTN: Jennifer Hal

See how this works and the impact it has made through these stories about gifts made by will:

If you have left a gift in your will in support of St. Joseph’s Health Centre Guelph, or included us in another way as part of your estate planning, thank you. Please consider letting us know so we can ensure your wishes are met.

For more information about making a gift to St. Joseph’s Health Centre Foundation by will, or advising us of your gift intent, please contact Jennifer Hall at 519.824.6000 ext. 4201.