Ways to Give

Personal Gift Planning

			Personal Gift Planning
			Make a gift of Securities Bequests Charitable Remainder Trusts Gift Planning Endowments Life Insurance

By making a gift of your assets to Trillium Health Centre, you can lend a healing hand to the many who need it today or reach out and touch the generations of tomorrow. Your commitment is the vital link between the many caregivers at Trillium Health Centre and the thousands of patients who depend on them each year.

Let us help you find the Personal Gift Plan that best suites your wishes.

Bequests

• By making a bequest or other planned gift, you help ensure the continued excellence of medical care, education and research at Trillium.
   
• Giving a pre-determined portion of your estate to Trillium Health Centre Foundation will enable you to make a lasting commitment to your health centre and leave a lifelong legacy to the community.
   
• You also get the satisfaction of knowing that a tax credit for the estate will be realized. A donation receipt for the full value of the bequest can be applied up to 100% of the income in the year of death and the 100% limit also applies to any excess carried back to the prior year.
   
• Benefactors who include Trillium in their estate plans provide a meaningful heritage for future generations. The impact of this generosity, as seen in the medical progress that results from such support, extends beyond one’s own lifetime.
   
• We remember these individuals with respect and gratitude.
   
• Click here to learn more about leaving a gift to Trillium Health Centre in your will.

Charitable Remainder Trusts

• Allows you to receive a donation receipt for the present value of the remainder interest within the year of your gift.
  
• Placing the property in trust frees you from management responsibility and removes the property from your estate, guaranteeing your privacy.
   
• You may have a sum of cash, securities or real estate that you would like to give to Trillium Health Centre Foundation, but you need the income if provides; you could leave it a bequest after your death, or you could make your gift now through a Charitable Remainder Trust and continue to receive the income for your lifetime, or a specified term of years. 

Gift Planning

• A gift is that is realized after one’s lifetime, usually through a bequest in your will.
   
• It allows you to make arrangements for the future, to benefit Trillium Health Centre in a manner that you may not be able to achieve at present.
   
• By planning a gift in the future, you will help us maintain and extend our outstanding medical services for future generations.
   
• There are different types of planned giving options, each with its own benefits. 

Endowments

• A minimum contribution of $25,000 is needed to establish a Named Endowment within one of the health care areas listed below.
  
  • Cardiac/Vascular
  • Cancer Care
  • Neuroscience
  • Women's and Cihldren's
  • Education and Research
  • General Purpose 
• Future donations can be added to the named fund. The larger the endowment gets, the more income the Foundation is able to transfer to the hospital for patient care.

Life Insurance

• This is a great opportunity to build a significant gift for the future while knowing that the ultimate value of your policy far exceeds your premiums. You also get to enjoy considerable tax credits during your lifetime.

  Four different giving opportunities are available with Life Insurance:

  1. A donor can contribute a "paid-up" policy to Trillium Health Centre Foundation and receive a tax receipt immediately for the cash surrender value.
      
  2. A donor can name TRILLIUM HEALTH CENTRE FOUNDATION as owner and beneficiary of a new policy and receive tax receipt(s) for the value of the premiums paid.
      
  3. A donor can name TRILLIUM HEALTH CENTRE FOUNDATION as a beneficiary only of a policy. Although, in this case there are no tax benefits, there is the satisfaction of making a significant gift to benefit future generations.
      
  4. A donor can name their estate the beneficiary of their policy and then include a bequest provision for TRILLIUM HEALTH CENTRE FOUNDATION. A tax receipt is then issued to the estate for the amount of the bequest.

Call or email Steve Hoschiet, CFRE, President and CEO, for futher informtion at (905) 848-7575 or 416-521-4095.