Legacy
Giving
You’ve Placed Your Heart in Our Hands
We’re Placing Our Future in Yours
If you have already included the Heart Institute in your estate plans — thank you! Please share with us your intention to include a gift in your Will.
Your lawyer or financial advisor is a great resource. We also encourage you to share your wishes with your loved ones.
When you share your plans with us, you honor us with the opportunity to thank you personally. We will work with you to ensure that your legacy is carried out according to your wishes.
LEGACIES THAT LAST
YOUR IMPACT
When giving back is second nature.
Robin and Heather Clark had a historic love story— lengthened by the life-saving care of the Heart Institute.
The Taylors— a compassionate legacy for generations to come.
THE WILBERT J. KEON
LEGACY SOCIETY
“It is possible for one action
to shape a spectacular outcome”
– Wilbert J. Keon
Recognizing the support of our donors is important to us.
The Wilbert J. Keon Legacy Society celebrates our legacy donors and honours their contributions to the Heart Institute.
Our Founder, Dr Wilbert J. Keon, believed that “it is possible for one action to shape a spectacular outcome”.
Named in honour of Dr Keon, the Society was created to recognize and thank the generous individuals that took the action to support the future of the Heart Institute and shape a spectacular outcome.
Members of the Wilbert J. Keon Legacy Society are invited to attend our signature events. They are featured in our magazine, publications and communications. And recognized, with their consent, on our Community Wall as part of the Wilbert J. Keon Legacy Society.
We thank the Wilbert J. Keon Legacy Society members for making such a personal, thoughtful, and generous commitment.
Would you like to learn more about joining the Wilbert J. Keon Legacy Society? Or perhaps you have already made plans to leave a gift in your Will? Please reach out to continue the conversation.
Please connect with Selva by phone, 613-696-7251 or via email, strebert@ottawaheart.ca
ABOUT
LEGACY GIVING
Legacy Gift Options
We are here to help you make the choice that’s right for you and your loved ones.
There are a number of charitable gift options that can be made through your Will, planned in advance, or as part of your estate plan:
Bequests
Bequests are gifts that you leave through your Will to your beneficiaries (family, friends, charitable cause), such as a sum of money, portion or balance of your estate, or a particular property.
Stocks & Securities
Charitable gifts of Listed Securities (stocks, bonds or mutual funds) are exempt from capital gains tax and provide certain tax benefits to your estate.
Life Insurance
A charitable gift of life insurance is unique because it provides you with the ability to make a future gift. Each policy can be customized to fit within your charitable giving and estate plans.
Retirement Funds
Donating your RRSP or RRIF to the Heart Institute Foundation can help estate taxes and probate fees.
Charitable Remainder Trusts
At the end of a trust’s term, a charitable remainder trust offers you or your estate tax benefits and options for income.
Sample clause for your will
Are you considering a Legacy gift?
If so, here is a sample clause (codicil) you can include in your Will:
“I give to the University of Ottawa Heart Institute Foundation (the sum of $_____, or a portion of my estate, or the whole or a portion of the residue of my estate, or other property) to be used for the priorities of the University of Ottawa Heart Institute.”
For restricted gifts, since a number of years may pass before the contribution is received, please consider the following clause in the event the funds cannot be applied for the intended purpose(s) as originally directed by the Donor.
“If it should become impossible, inadvisable, or impractical to use this gift for the specified purpose(s), then the University of Ottawa Heart Institute Foundation may, in their discretion, use the gift to the best advantage of the University of Ottawa Heart Institute, keeping in mind my original wishes.”
Legacy Giving Resources
Access your free webinar, guide and more!
Watch a free Webinar
Learn financial strategies to optimize your estate planning, charitable giving, and maximize potential tax benefits.
Planning to give is thoughtful planning – Free interactive webinar – YouTube
Your WILL is POWERFUL, and accounting for all your assets will ensure your legacy has the kind of impact you envision—for your loved ones and the charitable causes close to your heart.
Learn about Willpower
We are a proud partner of Will Power, a national public education campaign.
It aims to inspire more Canadians to make an impact on the causes they care about, with a gift in their Will to charity.