As a professional advisor, whether you are a lawyer, accountant, financial planner, or insurance agent, you have an unique opportunity to provide information about charitable giving as a valued service to clients. Ultimately, this service could have a tremendous impact on the local community, in particular health care. Funds received by Hamilton Health Sciences Foundation now and in the future are critical to the sustainability and improvement of research, equipment and patient care.

One way you can assist your clients to maximize their personal benefit is by initiating an open discussion on planned giving. Asking the question “Are there any charitable or community needs you would like to consider?” is a great way to explore your clients interests.

The Gift Planning Services Committee is a leading group of professional advisors that provide charitable gift planning options that may be shared with donors. Acting as ambassadors for the organization, members are encouraged to actively position The Foundation as charity of choice among clients and colleagues. Click here to see our active members.

Advisors sharing their story and inspiration behind charitable giving:

Robert Clarke

The staff at Hamilton Health Sciences Foundation would be pleased to work with you and your client to ensure their philanthropic wishes become a reality. As a professional advisor in the community, we consider you a vital partner in charitable giving. Click here for our handy Reference Guide to Estate Planning & Administration with Hamilton Health Sciences Foundation.

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The Advisors’ Resource is a quarterly e-newsletter distributed by Hamilton Health Sciences Foundation as a supplement to the Legacy Giving information provided on our website. This publication is a resource intended to provide actionable insights that help educate your customers about the benefits of Legacy Giving. To sign-up for this newsletter, click the button to the right.

Interested in past newsletters? Click on the links below to learn more about Legacy Giving with Hamilton Health Sciences Foundation:

 

To learn more about the Legacy Giving Program and how you can leave a gift in your Will, click here, email legacy@hhsc.ca or call 905-575-6380.

 

 

Important Information That is Often Needed by Allied Professionals

 

Legal Name: Hamilton Health Sciences Foundation

Charitable Registration: #131159543 RR0001

Address: PO Box 739, LCD 1, Hamilton ON, L8N 5C2

 

The following hospitals are part of Hamilton Health Sciences Foundation; our registered charitable entity:

 Hamilton General Hospital, including the Regional Rehabilitation Centre

 Juravinski Hospital and Cancer Centre

 McMaster Children’s Hospital and McMaster University Medical Centre

 St. Peter’s Hospital

 

Will Clauses

Bequests can be endowed or given as an outright cash gift. If your client would like their bequest to be endowed, the capital will be invested and only the interest will be used annually to fund a particular hospital or program.

 

Endowment Clause

The following wording is recommended for endowed gifts:

“I give to Hamilton Health Sciences Foundation, currently located at 40 Wellington Street, P.O. Box 739 LCD 1, Hamilton, Ontario ____ {percent of the residue or a specific amount} of my estate. It is my wish that these funds, if practical and possible, be endowed for {name of hospital} programs as determined by the Board of Directors of the Hamilton Health Sciences Foundation from time to time.

 

Outright Gift Clause

The following wording is recommended for outright gifts:

“I give to Hamilton Health Sciences Foundation, currently located at 40 Wellington Street, P.O. Box 739 LCD 1, Hamilton, Ontario ____ {percent of the residue or a specific amount} of my estate. It is my wish that these funds, if practical and possible, be directed as an outright gift (not endowed) to be used for {name of hospital} program as determined by the Board of Directors of Hamilton Health Sciences Foundation from time to time.