Giving in Wills

Leave your legacy in our community with a kind and compassionate gift.

Giving in wills is a charitable gift that you arrange today for completion in the future. It is most commonly a planned gift in your will, but it can also be a life insurance policy or other financial asset.

By making such a gift, you’ll be leaving a legacy while providing you or your heirs with significant tax benefits.

Join our Heritage Society

We are honoured to recognize those who have shared with us their intention to make a planned gift through our Heritage Society. Heritage Society members meet once a year for a recognition luncheon with a special Hospital speaker. In addition, society members are able to attend Hospital tours and educational seminars. Once a planned gift is confirmed, society members, with their permission, are recognized in Foundation publications. These extraordinary gifts are also recognized on our Donor Wall All requests for anonymity are respected.

To be recognized as Heritage Society Member, please complete and return this form.

Giving Securities

A gift of publicly traded securities can provide you with an unexpected means to make a significant contribution to Guelph General Hospital at a relatively low-cost to you.

By making a gift of equities, bonds and mutual fund units, your taxable capital gain is eliminated.

In contrast, if you choose to sell appreciated securities during your lifetime, or if these assets are liquidated through your estate, tax must be paid on 50 per cent of the capital gains on those securities. Donating securities to a registered charity provides an opportunity to eliminate a significant tax liability that would otherwise eventually have to be paid.

You may download our Securities Transfer Form to initiate the process.

Additional Resources

You may download the Making a Planned Gift in Your Will for important information on how to make a gift in your will to The Foundation of Guelph General Hospital.

When making a planned gift, take your personal financial situation and needs into account. Your lawyer, accountant, financial planner or insurance agent can help you determine what kind of planned gift in your will would be best for you, your family and your estate.

The information provided is general in nature and not intended to represent legal advice. We understand that each individual’s financial circumstances are unique and you are advised to consult with a qualified professional advisor.

Matt Peltomaki, Senior Development Officer with the Foundation invites you to speak with him about the impact of planned giving at Guelph General Hospital. Email [email protected] or phone 519-837-6422 x2569.