Planned Giving

This is the best way to contribute, while maximizing your tax benefits and those of your loved ones.

It also allows you to support Montfort’s mission so that it can pursue its quest for excellence and continue to reach its objectives. You can make the donation without restriction, which allows the Montfort Foundation to distribute the funds to meet the hospital’s priority needs. You can also make the donation for a specific purpose, in accordance with your interests or objectives.

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Types of Planned Giving

Testamentary Bequests

Written in the will, a bequest indicates the intention to make a donation. You can change its content or cancel it at any time. Your beneficiaries will also receive the tax benefits associated with a bequest.

Life Insurance Policy Donation

This gift designates the Montfort Foundation as owner and beneficiary of a new or existing life insurance policy. This approach allows you to achieve your philanthropic goals while preserving your estate. The earnings are not subject to estate taxes and this type of gift offers interesting tax advantages.

Endowment Fund

Creating an endowment fund is a sustainable way to show your support for future generations. With this long-term solution, your successors will continue to have access to quality health care and services. The Montfort Foundation invests the capital of this fund in perpetuity and only the income is used. The endowment fund can be named after you or a family member. You can also create it in memory of a loved one.