Your Legacy - July 2014

YOUR

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LEGACY

July 2014

University Hospitals Kingston Foundation Guide to Planned Giving

Ways to create your legacy

1. Prepare a Will.

2. Leave a gift in your Will for University Hospitals Kingston Foundation (UHKF) for one or all three hospitals that have made a difference in your life.

3. Designate your gift, directing it to one or more of Kingston’s hospitals or a specific program.

4. Leave a specific dollar amount or a percentage of your assets to UHKF. 5. Consider using assets for your legacy gift such as stocks and bonds, items that have accumulated a capital gain and will be taxed 100% upon death.

6. Name UHKF as a beneficiary of your RRSP, RRIF or pension plan.

7. Name UHKF as the beneficiary of an existing life insurance policy.

8. Purchase a new life insurance policy naming UHKF as the beneficiary.

9. Encourage family and friends to leave gifts to UHKF in their Wills.

10. Ask your financial or estate

Gananoque’s Jack Keyes makes regular gifts of stock. Earlier this year, his gift resulted in the purchase of this much-needed $32,000 operating room table for Hotel Dieu Hospital. Gifts of stock are an excellent way to donate, Jack says, as you not only receive the satisfaction of helping others, but you are also able to avoid capital gains taxes.

Eleanor’s story of love Eleanor Bannister admits she has been very lucky in love.

She was fortunate to have two wonderful husbands. The first was her high school sweetheart, Gordon Shantz, who died in 1992.

Five years later, she fell in love with another widower, John Bannister, and, as Eleanor explains, “we

had 15 wonderful years together.”

Both John and Eleanor previously agreed they would be laid to rest alongside their first spouses.

But through their generous support of KGH, their names will live on together on the donor walls of Kingston’s hospitals.

“I want the hospitals to be there Cont’d on page 4

Cont’d on page 2

In this issue...

Page 2 What is philanthropy?

Page 3

Mr. Andre’s legacy

Page 2 UHKF gets seal of approval from Imagine Canada

Cont’d from page 1

10 WAYS TO CREATE YOUR LEGACY planning advisor to include charitable giving as part of your financial plan and to incorporate charitable giving in their counsel to other clients.

Most important – tell us at UHKF that you have thoughtfully donated to the Kingston hospitals with a final gift in your Will so that we may personally thank you and place your name(s) on our Evergreen Tree. There is a tree in each one of the hospitals to recognize that you are planning to leave the hospital a legacy gift.

SEAL OF APPROVAL:

ACCREDITATION

The University Hospitals Kingston Foundation became one of the first 100 Canadian charities and nonprofits in Canada to be accredited under the Imagine Canada Standards Program.

Imagine Canada is the national umbrella organization for Canada’s charities. The Standards Program is designed to strengthen practices in five key areas: board governance, financial accountability and transparency, fundraising, staff management and volunteer involvement.

The goal of the standards program is to increase transparency and capacity to strengthen public confidence in individual organizations and the charitable sector as a whole.

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What is philanthropy, anyway?

Who is a Philanthropist?

The 2009 edition of the Collins English Dictionary defines a philanthropist as one who makes an active effort to promote human welfare.

Do you consider yourself a philanthropist?

Many people may think that is only those who are wealthy who are able to donate large amount of monies who are called philanthropists. To be considered a philanthorpist, you do not need to be wealthy – just make an active effort to “promote human welfare.”

I would like to think that most of us would try to make that effort. It takes the community to support the work of all charities which Zoë MacKenzie, Associate undertake activities to improve our lives.

Director, Planned Giving Together, we are able to sustain the services that charities support for the people in the community.

Who among us has not needed our local hospitals for one service or another? We hope we do not need their services, but when we do, and ultimately we will, we expect them to give their best service, have the best and most up-to-date equipment, be able to deliver the latest in care and be diligent in their research.

The government provides the basics for care, but it is up to us to ensure that our hospitals are well-equipped and ready for when we need them. Fortunately, we live in a society that has many people believing in philanthropy – creating private initiatives for public good, focusing on quality of life.

In my time at UHKF, I have had the fortune of being able to spend time with several philanthropists – many of whom are planning generous gifts through bequests in their Will. Some of these folks may not be able to provide charitable gifts today, but they know that through their Estate, they can make a difference. Every dollar counts.

I wish to thank those philanthropists who have given their time, their donations and their heart for the “love of humanity.” Thank you to those of you who have considered a final gift to University Hospitals Kingston Foundation and the hospitals it supports by naming UHKF in your Will. The future and health of our region’s academic hospitals and the people they serve, is your Legacy.

Mr. Andre’s legacy of care When people make a charitable gift to Kingston’s hospitals through the University Hospitals Kingston Foundation, they do so for very personal reasons.

Each reason is as unique as each supporter.

Today we are pleased to share with you to story of Mr. William Neil Andre (pictured at right), whose legacy gift is today making a difference in the lives of people who receive care in Kingston’s hospitals.

In life, Mr. Andre made a difference in the lives of many people, as a 25-year public servant with Citizenship and Immigration. When he passed away in November 2012 at the age of 87, the youngest son of T.A. Andre and Sarah Bailey left a significant bequest for each of Kingston’s hospitals, wanting to ensure the funds were used for a specific purchase or project.

Working together with the executrix of Mr. Andre’s estate, UHKF was able to ensure that his legacy gifts to Kingston General Hospital, Hotel Dieu Hospital and Providence Care were aligned with Mr. Andre’s wishes.

Centre for Patient-Oriented Research Mr. Andre’s bequest brings us closer to raising the $3 million required to build a Centre for Patient-Oriented Research at KGH. This facility will lay the groundwork for the next generation of disease prevention, diagnosis and treatment. It is designed to bring researchers and patients together in a setting designed to support amazing discoveries in health, right here in southeastern Ontario.

If you have made, or are considering a bequest in your Will, we encourage you to inform us so that your generosity may be recognized. This is a way for us to honour the commitment of our donors who have made a planned gift of support to the University Hospitals Kingston Foundation through a bequest, life insurance or trust arrangement.

Providing Comfort and Care at St. Mary’s of the Lake Another area where Mr. Andre’s bequest is making a difference is through the purchase of hi-low electrical beds and ceiling lifts to accommodate complex and rehabilitative care patients at St. Mary’s of the Lake Hospital. Key to the delivery of the best patient outcomes, electric hi-low beds are both an important piece in the continuum of long-term care and a constant need, as they require replacement after several years of use.

Expansion of eye clinics at Hotel Dieu Hospital Mr. Andre’s bequest also helped UHKF raise the funds needed for expansion of the busy ophthalmology (eye clinic) area at Hotel Dieu Hospital. Funded 100 per cent by the community, this much-needed expansion added five treatment rooms, a new photography and diagnostics lab and an additional seating area.

More room was needed in the clinic, as the number of patients who rely on the clinic continues to grow due to our aging population. By next year, it is expected there will be 75,000 patient visits - double the number just five years ago.

Building a new Providence Manor Mr. Andre ‘s bequest will also help with the future redevelopment of the 243-bed Providence Manor long-term care home. Staff at the Manor are focused on helping enhance the quality of life by meeting each resident’s physical, emotional, spiritual and social needs.

Providence Manor also has a dedicated veterans’ area, a secure Alzheimer Unit, and two beds for short, respite stays. Providence Manor will soon embark on the early stages of its own redevelopment journey that will ensure the highest standards of care to support the needs of an aging population in our region. Mr. Andre’s generosity has helped to jumpstart planning and fundraising for this initative.

Mr. Andre’s legacy is already making a difference in the care provided to our region’s patients, clients and residents, and will continue to do so for years to come.

Your Hospitals. Your Health. Your Future.

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Eleanor’s legacy, a life of love Cont’d from page 1 when people need them,” Eleanor says is the reason she supports the hospitals. Not only do the facilities need to be available, but the equipment needs to be up-to-date and staff members need to know how to provide the best treatment. “We have a shining star here, and it needs to keep shining.”

Eleanor’s ties to Kingston General Hospital (KGH) go back decades.

After first husband, Gordon, graduated from chemical engineering at Queen’s University in 1953, they married.

Eleanor worked as a nurse on KGH’s Victory 1 for the first year after the wedding. She left the nursing profession when she had her first child – but many will argue that she has always continued her compassionate ways of looking after others.

Gordon was diagnosed with diabetes while still in high school and by 1984, due to complications from the chronic condition, he had one of his legs amputated. The other leg was amputated the next year. “I just thought when Gord died, boy, I’d better start giving to that hospital, after what we’ve had from them.”

Eleanor became a loyal annual supporter of the hospitals. When she

Eleanor Bannister with a photo of her late husband, John.

married John in 1997, he was already a regular and generous supporter of the hospitals, she recalls. When John met with a staff member from UHKF a few years later, to discuss a planned (estate) gift, he insisted that he wanted Eleanor’s name to be recognized as well. But Eleanor established her own bequest in order to match John’s gift and have their names recognized together.

Following John’s death, she decided that she wanted to have the pleasure of seeing her gift put to immediate use and their names

publicly linked to a good cause, so she changed her bequest to a lifetime gift.

Their combined six-figure gift is being recognized through the naming of the John and Eleanor Bannister Family Waiting Room in the Intensive Care Unit (ICU) at KGH for the next 25 years. The Bannisters’ generous support will touch hundreds of families who will accompany loved ones to the ICU in the years ahead. It’s a love story with a legacy of caring.

For further information please contact: Zoë MacKenzie, Associate Director, Planned Giving (613) 549-6666 ext. 4953 55 Rideau St., Suite 4, Kingston, ON K7K 2Z8 Phone: 613-549-5452 - Fax: 613-549-5455 Email: foundation@uhkf.ca

University Hospitals Kingston Foundation supports

Charitable # 820218147 RR0001

Your Hospitals.Your Health.Your Future.

The information and opinions contained in this newsletter are obtained from various sources believed to be reliable, but their accuracy cannot be guaranteed. University Hospitals Kingston Foundation and its employees and agents assume no responsibility for errors or omissions or for damages arising from the use of the published information and opinions. Readers are cautioned to consult their own professional advisors to determine the applicability of information and opinions in this newsletter in any particular circumstances. This newsletter is under copyright; its reproduction in whole or in part without the written permission of the copyright owner is forbidden.