Planned Giving

Planning Your Donation

There are several ways you can make a planned gift to the Canmore and Area Health Care Foundation, and with the help of your financial advisors, you can choose the type of gift that works best for you. Every gift offers you the opportunity to make a lasting impact on patient care.
Making a planned gift to your favourite charity can be a very satisfying experience. Your advisors can help you develop a financial plan that provides for your loved ones, maximizes tax and financial benefits, and makes a difference to everyone in the community.

The Most Popular Ways to Give

Cash Donations
A simple donation that allows you to make a difference to health care now, rather than in the future.

Bequests
Name the Canmore and Area Health Care Foundation as a beneficiary in your will for a specific amount or a portion of your estate.

Publicly Traded Securities
Transferring shares, bonds or mutual funds to the Canmore and Area Health Care Foundation can offer more tax benefits than if you sold the securities and donated the cash proceeds.

Endowments and Donor Advised Funds
If you choose to make a gift of $25,000 or more, you can establish an endowment fund that provides long term support to a health care program, hospital or long term care facility that’s meaningful to you.

Life Insurance Policy
You may make a gift by transferring the ownership of a new or existing life insurance policy to the Canmore and Area Health Care Foundation. You'll receive a tax receipt for the cash surrender value of the policy and for policy premiums that you pay in the future.

RRSP and RRIF
By naming the Canmore and Area Health Care Foundation as a beneficiary of one of your registered savings plans, you can make a charitable donation without changing your will.

Charitable Remainder Trust
Establishing a charitable remainder trust allows you to donate an asset – usually securities or real estate – to the Canmore and Area Health Care Foundation and still receive the income from that asset during your lifetime. You’ll receive a tax receipt for a portion of the market value of the donated property.

Property with Residual Interest
You can transfer property - for example, real estate - to the Canmore and Area Health Care Foundation and still retain the right to use it while you and your spouse are alive. You will receive a tax receipt for a portion of the market value of the donated property.

For more information about any of these donation opportunities, please contact your financial advisor, accountant, and/or lawyer. Or contact the Canmore & Area Health Care Foundation at:

1100 Hospital Place

Canmore, AB,

T1W 1N2

T. 403.678.4358

F. 403.678.4388

E. info@canmorehealthfoundation.com

Please click here for more information on how you can Leave a Legacy to continue to improve health care for Canmore and the surrounding area.