Prepared with files from Colleen Lawrie, CPA, Wilkinson & Company LLP, a UHKF Board Member. For more information on planned giving with UHKF, contact Saskia Ages, Associate Director of Planned Giving at 613-544-4900 extension 51110 or Saskia.Ages@
4 | FALL 2018
GIFTS OF LIFE INSURANCE: A LEGACY YOU CAN AFFORD Legacy gifts were once considered the domain of the wealthy. But today gifts of life insurance are quickly becoming a flexible and affordable way for donors of moderate means to leave an impact. To illustrate: A young couple in their 40s dreamed of establishing a named fund in honour of their children who received life-saving care at a Kingston hospital. With a local financial advisor, UHKF showed them how $75 per month, spread out over a defined number of years, could leverage
$5,400 of monthly installments into a $50,000 gift. Working with a professional . team to structure a policy that matched their budget, these proud parents were thrilled to realize that their dream of making a significant gift was achievable and affordable. Don’t forget: gifts of life insurance are not just for the wealthy. This is an accessible financial tool designed to meet you wherever you find yourself on the wealth spectrum.
Yes! I want to support redevelopment...
Cut out this form and mail to: University Hospitals Kingston Foundation, 55 Rideau Street, Suite 4, Kingston ON, K7K 2Z8 I want to make a one-time donation of $________________ (make cheque payable to UHKF or provide credit card info below) I want to make a monthly donation of $_________________
Method of payment: I have enclosed a blank cheque payable to UHKF, marked “VOID”. Please withdraw the above amount on the ______ day of each month.
I am interested in learning about Planned Giving. Please send me more information.
Signature: _______________________________________
I authorize UHKF to charge my monthly donation to my credit card on the ______ day of each month. Card #______________________________________
Expiry Date: _____ /______
Signature: ___________________________________
Name of Card Holder: __________________________________
i would like to see my donation:
Shared where needed most
Personal
Business
Other: ___________________________
We recognize donors by name in our publications: I do not wish my name to be published. You may change or cancel your monthly gift at any time. Tax receipts will be issued for all qualifying gifts of $20 or more. Charitable Registration No. 820218147R0001. We do not sell or rent our mailing lists. A portion of the designated gift will be transferred to our unrestricted fund to help support high priority needs at our hospitals and our foundation operating expenses.
