For Professional Advisors
The McGill University Health Centre Foundation values its close partnerships with professional advisors, including financial advisors, estate and will planning professionals, and executors and liquidators.
Here are a few tools and resources that will help you meet the needs of your clients who are interested in supporting exceptional healthcare.
|YOUR GOAL||YOUR GIFT||HOW TO MAKE THE GIFT||YOUR BENEFITS|
|Make a quick and easy gift||Outright Gift||Donate cash, securities or personal property to the MUHC Foundation||Credit against income tax payable|
|Make a deferred gift||Gifts in Will||Name the MUHC Foundation in your will||Credit against income tax due for deemed disposition of property at death|
|Make a large gift with relatively little cost to yourself||Gift of life insurance||Apply for a life insurance policy and name the MUHC Foundation as owner and beneficiary||Tax credit for premiums paid|
|Reduce taxation on retirement plans||Gift of RRSPs or RRIFs||Leave the value of your RRSP or RRIF to the MUHC Foundation in your will||Tax credit to offset income tax incurred by deregistration of RRSPs or RRIFs|
|Make a gift that gives year after year||Endowment||Make a donation to the MUHC Foundation that is permanently invested and the income supports the hospital each year.||Leaves a lasting legacy that reflects your personal values and beliefs and makes a significant investment in the future.|
For more information, please contact Kim Cavener, Manager, Strategic Giving, at 514-843-1543, ext. 71852 or firstname.lastname@example.org.
McGill University Health Centre Foundation Charitable Registration Number: 86843 3947 RR0001