Planned Giving
Ensuring a Healthy Tomorrow
Planned gifts provide you with the satisfaction of knowing that your gift will act as a personal legacy to enrich the lives of others to generations to come. There are also many attractive options available for corporate gifting.
An Estate Planner or the Wainwright & District Health Foundation can connect you with a professional who will help you preserve your legacy and transfer it as you wish - with minimum taxation, fees or delays.
What Are My Options?
Name the charity as a beneficiary.
A bequest of money or a gift in kind, such as stocks or mutual funds, in your will to the Wainwright & District Community Health Foundation.
Donate Publicly traded stocks and/or securities such as mutual funds.
You will pay no capital gains tax on donated securities to our Foundation and you will receive a tax receipt for the full value.
Donate a life insurance policy.
Donate now to ensure Wainwright & District Community Health Foundation will receive the total death benefit of the policy and you will enjoy certain tax credits.
You can donate a paid-up policy or one that requires ongoing premiums - both will generate a charitable receipt.
You can purchase a new policy with the intention of having the benefit paid to the Foundation that, if structured properly, will entitle you to a charitable receipt annually for any premiums you pay.
Establish a Charitable Remainder Trust.
Donate your capital while you live on the income.
The charity has no access to trust capital during your lifetime and all interest/dividends are paid to you as taxable income, but upon your death, the trust assets - known as the remainder - go immediately to the Wainwright & District Community Health Foundation.
Establish your own Charitable Giving Foundation.
Ensure your generosity lives on by permanently associating your name or your family's name with your own Foundation and any other causes you've chosen.
The foundation encourages you to seek the services of a certified financial planner or estate planner in making the most effective donation decisions.
The Federal government has supported the objective of increasing planned gifts by implementing legislation designed to encourage more and larger gifts to charities from individual Canadians. These incentives make planned giving even more attractive to potential donors by providing significant tax credits and deductions through donations, particularly those made in your will.