Legacy or Planned Giving
Royal University Hospital holds a distinct role in Saskatchewan’s health-care system when it comes to treating trauma, critical care and chronic disease patients. The RUH Foundation is responsible for supporting this work to improve care and outcomes for the most critically ill patients and their families.
Our legacy or planned giving donors aid in ensuring access to top medical professionals who are continually educated on medical advancements and have the proper technology and equipment at their disposal, which is integral to saving lives. RUH Foundation also invests planned gifts in priority research that advances our understanding of disease and debilitating medical conditions. Today’s research informs tomorrow’s patient care.
A planned gift, no matter the size, now or in your will; not only benefits patients, their families and medical staff at RUH, but also offers tax advantages to you and your heirs.
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Publicly Traded Securities
A gift of securities is an easy and tax effective way to give. Securities can include stocks, shares, bonds, and mutual funds. You will need to instruct your broker to transfer the securities to RUH Foundation’s brokerage account and inform us by completing the Securities Transfer Form.
Charitable Gift Annuity
A charitable gift annuity might appeal to you if you are more concerned about financial security than income. A donation is made to RUH Foundation, with a portion being used to purchase a life annuity which provides you, or another named individual, with guaranteed income for life through annuity payments which are mostly tax exempt.
Charitable Remainder Trust
A charitable remainder trust (CRT) is an irrevocable trust that generates a potential income stream for you or other beneficiaries, with the remainder of the donated assets going to RUH Foundation.
Wills and Bequests
Your will is the most important legal document you will ever sign. It clearly communicates to your loved ones your wishes with respect to your Estate. Making a gift in your will to RUH Foundation, while still looking after your loved ones, is a meaningful way to make a lasting commitment.
This option provides you with the chance to make a substantial donation at a relatively low cost. You can name RUH Foundation as the owner or beneficiary of a new or existing life insurance policy. The Foundation will benefit from your generosity on your passing, while your estate receives significant tax advantage.
Gift of TFSA, RRSP, and RRIF
Donating your registered assets is one of the easiest, most tax-effective ways to support RUH. Those assets include Tax Free Saving Accounts (TFSA), Registered Retirement Savings Plan (RRSP), Registered Retirement Income Fund (RRIF) and other deferred pension plans.
When you inform RUH Foundation of your planned Gift we are honoured to invite you to become a member of the RUH Foundation’s Royal Legacy Society. This is a special group of donors who have made provisions in their estate plan through wills, life insurance, charitable remainder trusts, and other means to create a legacy of giving to RUH Foundation that will continue long into the future.
Members, called Royal Legacy Donors, will receive RUH Foundation publications celebrating legacy or planned giving, invitations to impact events, a commemorative lapel pin, a certificate of appreciation and will be acknowledged on our Legacy Donor Wall. Should you wish to remain anonymous; the RUH Foundation will honor your request.
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Click here to learn how to leave a legacy or planned gift and for samples of charitable bequest language for your lawyer or estate planner.
It is important you let us know about your future giving plans so that our Foundation can include your wishes in future health-care priorities at RUH. We manage donor funds entrusted to us with care and are committed to the highest standards of accountability and transparency as an Imagine Canada Member.
For more information on how to leave a lasting legacy through legacy or planned giving with Royal University Hospital Foundation, please contact, Candace Boersma, Legacy and Major Gifts Officer at 306.655.6501 or firstname.lastname@example.org.
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 the type of legacy gift you make will affect your tax benefits. Please consult with a qualified professional advisor or lawyer. Click here for a Free Guide to speaking to your Advisor.
Thank you to these generous donors who included RUH Foundation in their estate plans through Wills, life insurance, charitable remainder trusts, and other means to create a legacy of giving that will continue long into the future:
C. Harvey Craig
Thomas and Laura Smith
Marion Marcotte, John Matwiiw, and Oscar & Mary Slaght
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