Plan A Legacy Gift
Your legacy can stretch the boundaries of what is possible in our community.
For years donors have demonstrated their trust in the Comox Valley Healthcare Foundation.
They’ve tasked us with ensuring their legacy lives on and can continue to impact the community they love. They trust the Foundation to make a difference in elevating healthcare in the Comox Valley. We honour that confidence through every legacy donation we receive.
A legacy gift is a chance to carry on your love for the Comox Valley and its people far into the future and to promote your values in perpetuity.
These planned future gifts benefit generations to come. They can be made through your Will or another type of designation of assets. When you leave a legacy gift to the Foundation, you stretch the boundaries of what is possible for local healthcare.
What is a bequest?
A bequest is the most common type of planned gift. It is a legal statement of your intention to give declared in your Will that can help express your wishes and interests.
A bequest can be a specific sum of money, a particular asset (i.e. real estate, shares or investments) or a percentage of your estate.
Unlike a gift given now, a planned gift has the advantage of not affecting your current financial resources. Gifts in a Will can reduce the final taxes payable by your estate.
Setting up a gift in your Will is a straightforward process. You can specify an area of healthcare that is important to you or direct your gift to the area of greatest need.
Your legal professional can provide advice specific to your estate as there are many ways your legacy can be structured. We have compiled sample Will clauses to assist in ensuring your wishes are clearly communicated. Find everything you need by clicking through the button below and please be in touch if anything further is required. We would be honoured to work with you to understand your legacy intentions and to provide information to ensure your wishes can be fulfilled.
If you are preparing a Will, please use our legal name as follows: Comox Valley Healthcare Foundation - Courtenay, BC, a registered Canadian Charity with Business Registration # 88771 2891 RR 0001
If you are administering an estate that names the Comox Valley Healthcare Foundation as a beneficiary, please provide us with your contact information. We would like to express our appreciation and inquire how and to whom the gift should be acknowledged.
Patti Fletcher has chosen to leave a gift in her Will as a thank-you to the Comox Valley.