A legacy of giving.

"By leaving Southlake Foundation in my will, I also leave a hundred more afternoons of fishing for Jack and his grandson."

Learn More Leave Southlake in your will

What is Planned Giving?

Wouldn’t you like to know that after you’re gone, not only will your family be taken care of, but hundreds of families will benefit from the care they receive because of a donation you made? That is Planned Giving at Southlake.

We work with financial advisors to facilitate giving to Southlake that meets personal and estate objectives and helps support Southlake now and in the future. In addition, we will ensure that any gift you decide to leave to Southlake Regional Health Centre will provide our community with the shockingly excellent experiences it has come to know from this world-class organization. 

As a Donor to the Southlake Foundation, you will be remembered (and recognized if you so choose) and your legacy will live on through each of the lives you transform with your generous donation.

Leaving your legacy at Southlake

After providing for dependents, family or friends, many people choose to make a lasting impact by leaving a gift through a bequest, a gift in a will, to the organizations and causes they believe in.  By naming Southlake Regional Health Centre Foundation as a beneficiary in your will, you can leave the hospital a percentage of your estate, or a specific dollar amount.  You can make a significant and meaningful gift that has little to no effect on your current lifestyle, or on the gifts you intend to leave to your family. Revising your existing will is a simple process, and a bequest allows you the most flexibility and security should your personal circumstances change.

 

How to Make a Bequest:

Southlake Regional Health Centre Foundation is pleased to assist you and your professional advisor by providing or reviewing sample bequest wording to ensure the Foundation can accept and use your gift as you intend. Please use the legal name “Southlake Regional Health Centre Foundation” in your bequest clause.  Our Charitable Number is 13179 7540 RR0001

 The most common phrase we provide to donors is:

 “My estate trustees shall pay the sum of $___ (or transfer assests with an equal value) to Southlake Regional Health Centre Foundation, for the purpose of supporting the highest priority needs as designated by the donor.”

For more information, contact:

Lynn Conforti | lconforti@southlakeregional.org | 905-836-7333 ext. 5131

Other Planned Giving Options

Speak to your financial advisor for what Planned Giving options may work best for you.

Type of Gift 

Benefit to Donor 

Securities: Leaving Southlake appreciated stocks, mutual funds, stock options or other kinds of securities.

Excellent tax benefits—avoid capital gains and your estate will receive a tax receipt for the fair market value of the securities.

Life Insurance: Naming Southlake as the owner/beneficiary to a new or existing policy.

Small annual payments can mean a substantial future gift. Paid premium are tax-deductible and donating paid-up policies result in an immediate tax receipt for fair-market value.

Retirement Plans: Naming Southlake as the beneficiary of an RRSP or RRIF.

Receive tax receipt for the value of the plan, reduce estate taxes and avoid probate fees by removing these assets from your estate.

A Legacy of Care: Recognizing Our Planned Giving Donors

Southlake depends on the generosity of our community to help us provide the shockingly excellent experiences our community both expects and deserves.  We couldn’t be more appreciative to those donors who have seen the vision of care for our residents, and recognized the important role that they can play in ensuring that care continues into the future.

As a way to say thank you, all donors who generously support Southlake with a planned gift are recognized on our Legacy Circle donor wall (part of the larger Circle of Hope donor wall located in the centre of the hospital).  If you prefer not to be recognized for your gift, you can remain anonymous to the public, but still receive updates and information from the Foundation on ongoing campaigns and projects.