A Gift In Your Will - University of Ottawa Heart Institute Foundation

"…the results are immeasurable. Your legacy is the gift of time
for other cardiac patients.”
- John Herzog

Have you considered including a gift to charity in your will?

Every gift is transformational!

By including a gift to the Heart Institute in your will, you are securing a Heart Institute for tomorrow, like the donors of yesterday secured the Heart Institute of today.

The impact of your Legacy Gift is immeasurable!

By including a gift to the Heart Institute in your Will, you are securing a Heart Institute for tomorrow – saving the life of someone’s loved one. Let us share with you the incredible impact of Legacy Gifts

Making the Choice that’s right for you and yours

There are a number of charitable gift options that can be made through your will, or as part of your estate plans.

A Bequest (Cash gift in your will)

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. Learn more

Gift of Shares

Charitable gifts of Listed Securities (stocks, bonds or mutual funds) are exempt from capital gains tax and provide certain tax benefits to your estate. Learn more

Life Insurance

Charitable gifts of life insurance are unique because they provide you with the ability to make a more significant future gift by way of more affordable monthly premiums, and they can be customized to fit within your charitable giving and estate plans. Learn more

RRSP, RRIF or RPP

Naming a charity as the beneficiary of your RRSP, RRIF or RPP is a savvy way to reduce your estate taxes while maintaining control and benefiting from your registered account during your lifetime. Learn more

Charitable Remainder Trust

Donations of Trust (cash, securities, real estate) are ideal for donors who need to retain use of their assets or provide income for surviving loved ones. Once the trust terminates, all or a portion of the remaining funds is received by the charity. Learn more

Resources

Will Wording

“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.”

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Charity Information

LEGAL NAME: University of Ottawa Heart Institute Foundation
CHARITABLE REGISTRATION NUMBER: 14081 3452 RR0001
LEGAL ADDRESS: 40 Ruskin St., Ottawa, ON K1Y 4W7

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! By sharing your intentions, you honor us with the opportunity to thank you personally and to work with you to ensure that the legacy you have provided is carried out just as you envisioned.

Would you like to learn more?
Contact Selva at 613-696-7251 or strebert@ottawaheart.ca to learn more about including a gift to the Heart Institute in your will or the Wilbert J. Keon Legacy Society. All conversations are confidential.

Your lawyer or financial advisor is a great resource. We also encourage you to share your wishes with your loved ones.

DID YOU MISS OUR
PLANNING TO GIVE IS THOUGHTFUL PLANNING

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Catch the replay

REPLAY

Host Lianne Laing, financial and estate planning specialist Carol Willes, Selva Trebert Sharman, and special guest, Arlene Hensel, share an informative conversation about financial strategies for estate planning, charitable giving, and the potential tax benefits you'll want to consider.

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.

Questions?
Contact Selva
613-696-7251 or strebert@ottawaheart.ca

Wilbert J. Keon

Legacy Society

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 and galas. They are featured in our newsletter, 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.