Will & Estate Giving


McKinnon Photography

Building a Legacy

With continued support from the community, Comox Valley Healthcare Foundation can ensure that the best healthcare is available for your family, friends and loved ones from first breath to end-of-life care.

Through a bequest in your will, you have the opportunity to build a legacy. A bequest to Comox Valley Healthcare Foundation can benefit thousands of lives by supporting compassionate and innovative patient care. Gifts from estates help our community acquire leading-edge medical equipment and technology that can effectively diagnose, treat and help prevent diseases. These gifts also help provide the resources needed to create and maintain outstanding facilities, such as Residential Care, that offer patient-centered care and comfort, promote healing and even save lives.

A planned gift plays an important role in ensuring future generations will continue to receive exceptional healthcare for years to come. When you include a gift to the Comox Valley Healthcare Foundation in your estate, you are making an investment in the future of our community.

It’s important that you put your family first – talking to your beneficiaries is as important as speaking with your family about your healthcare wishes, retirement planning and housing options. Your notary or lawyer can assist you with this process if you wish to leave a gift in your will.

What is a Bequest?

A bequest is the most common type of Planned Gift. It is a gift made in your will that can help express your wishes and interests. A bequest can be a specific sum of money, a particular asset (ie. real estate, shares or investments) or a percentage of your estate.

Each year our Foundation receives gifts from individuals who have remembered the Foundation and the Comox Valley community in their wills. This is a noble commitment and one that can only be reached after careful consideration and discussion with your financial & legal advisors, as well as with our staff.

How Planned Giving Benefits You

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. You can specify to leave a gift in your will to Areas of Greatest Need to St. Joseph’s or the Comox Valley Hospital.

Patti Fletcher chose to leave a gift in her will to CVHF as a thank you to the Comox Valley (McKinnon Photography).

Patti Fletcher chose to leave a gift in her will to CVHF as a thank you to the Comox Valley (McKinnon Photography).

Why Patti Left a Gift in her Will to CVHF

“I decided to leave a gift in my will to the St. Joseph’s Hospital Foundation (now Comox Valley Healthcare Foundation) as a simple way to say ‘thank you’ to the community I have called home since 1980. This community has given me so much, from my career in recreation and the small retail business my husband began and grew, to the wealth of friends we’ve made. I have been blessed with an absolute quality of life in the Comox Valley, and by leaving a gift in my will, I can help improve the quality of life for others who live here, too, long after I’m gone. That’s the legacy I choose to leave behind.”

Giving-While-Living Strategies
  • Name the Foundation as a beneficiery
  • Donate publicly traded securities or stocks
  • Donate a life insurance policy

Our Foundation can accept bequests for both St. Joseph’s and the new Comox Valley Hospital. Donors who have named St. Joseph’s in their existing wills need not be concerned over the validity of their bequests after the name change.

Setting up a gift in your will is a straightforward process. Your legal professional can provide advice specific to your estate. Jessica in the CVHF office would be pleased to provide information about making an estate gift to the Foundation. Jessica can be reached at (250) 331-5957, or email jessica.aldred@viha.ca.

Our charitable Registration Number is #887712891 RR 0001

Gift of Stock

You can make a big impact by donating securities and mutual funds!

A donation of securities or mutual fund shares is an efficient way to give charitably. With a donation of securities or mutual funds to CVHF, capital gains tax does not apply, allowing you to give more and you don’t pay capital gains taxes. For example, if you purchased common shares in ABC Company for a cost of $1,000 and a few years later they now have a current market value of $5,000. You would have a capital gain of $4,000. If you gift the $5,000 in shares, you will receive a charitable receipt for the full value of $5,000 without triggering any tax on the capital gain.

By donating shares directly, you get a larger tax credit and you can give more to healthcare.

CVHF would be pleased to provide more information and can be reached at 250 331-5957. You can also download our form for initiating a transfer of stock as a donation.

Download the Transfer Form