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 we can pursue our quest for excellence and continue to reach our 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.

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.

Testamentary Bequests

You can name a specific dollar amount or a piece of property, such as a home or securities.

Suggested wording:

I give to the Montfort Hospital Foundation, charitable number 11892 1642 RR0001 the sum of $_______.

Or, you can leave us a residual gift — a percentage of what’s left of your estate after you take care of your loved ones.

Suggested wording:

I give to the Montfort Hospital Foundation, charitable number 11892 1642 RR0001, ____ per cent of the residue of my estate.

Whatever way you decide to make your meaningful gift, our legal information to make changes to your will is:

Legal name:
Montfort Hospital Foundation

713 Montréal Road
Ottawa, ON, Canada, K1K 0T2

Charitable registration number: 
11892 1642 RR0001

If you have any questions, please contact:
Francis Carpentier
Annual Programs & Special Events Officer
613-746-4621 ext. 2036

Contact Us

for more information about planned giving.

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