Planned Giving

Leave a Legacy of Healing.

Provide the resources that create extraordinary opportunities and benefit our community.

What is a Planned Gift?

A Planned Gift is a thoughtful way to make a lasting impact on an organization in the future; allowing you to give in a way that makes the most sense for you and your family without affecting your current assets or lifestyle.

We encourage you to consult a qualified broker for advice.

Wills & Bequests

A bequest is a gift specified in your will. It is a simple and valuable way to support the hospital for future generations. You can allocate a certain sum of money, a particular asset, or a portion of your estate.

How to Leave a Bequest: To include a bequest to Seven Oaks General Hospital Foundation in your will, you should consult with a lawyer in estate planning. They can help you prepare a new will or add a bequest to an existing one.

Life Insurance

You may donate a new or existing policy and receive tax benefits during your life. If you name Seven Oaks General Hospital Foundation as beneficiary of a policy you own, your estate can obtain the tax benefits.

RRSP’s and RRIF’s

You can designate Seven Oaks General Hospital Foundation as a beneficiary of your RRSP (Registered Retirement Savings Plan) or RRIF (Registered Retirement Income Fund). By donating a RRSP or RRIF, you will counteract the tax that would otherwise be payable by your estate.

Securities

Donating stocks or mutual funds is the most tax-effective way to leave a legacy gift. Securities such as stocks and bonds are accepted. If you donate securities to the Foundation, you will not pay tax on the transfer and will receive a tax receipt for the fair market value of the shares on the date they are transferred to the Foundation. You may donate securities during your life or afterwards in your will.

It’s easy to transfer your securities to Seven Oaks General Hospital Foundation. Please complete our form and give to your broker to complete the transaction. Click here to request Securities Transfer Form.

What are the Benefits of Making a Planned Gift?

No matter what your income level, you can support Seven Oaks General Hospital Foundation with a significant gift, while taking care of your loved ones’ needs.

A charitable tax credit can reduce the payment of your final income taxes.

Additional tax benefits may be available to you when you donate shares, establish Seven Oaks General Hospital Foundation as the irrevocable owner and beneficiary of a life insurance policy, or when you establish a charitable annuity.

If you have already made a legacy gift to Seven Oaks, please let us know.

We would be honoured to recognize your contribution. Consider sharing this good news with us by completing a confidential Statement of Intent. If you prefer your gift to remain anonymous, please be assured your wishes will be respected.

Leave a lasting legacy of care by remembering us in your estate planning.

Donate Now

Find out more about establishing your own legacy and including Seven Oaks General Hospital in your plans by contacting:

Twylla Krueger                                  or                                    Annica Ramkissoon
Executive Director                                                                                                         Marketing & Development Officer

Seven Oaks General Hospital Foundation                                                              Seven Oaks General Hospital Foundation
2300 McPhillips Street Winnipeg, Manitoba R2V 3M3                                       2300 McPhillips Street Winnipeg, Manitoba R2V 3M3
Phone: 204-632-3316 / Fax: 204-697-2106                                                           Phone: 204-631-3037 / Fax: 204-697-2106
E-mail: tkrueger@sogh.mb.ca                                                                                  E-mail: aramkissoon@sogh.mb.ca
Please note that our legal name is:
Seven Oaks General Hospital Foundation
Charitable Registration # 890836844RR0001
You can also mail in this form Planned Giving Statement of Intent.