Tools for Allied Professionals
We want to partner with you to do this. Working collaboratively, we can assist them with their desire to give a gift today or for the future by leaving a legacy gift. We can also help them achieve their financial goals effectively with various strategies to limit their tax liabilities.
Helping you Help Your Clients – A Tool Box
Here is some key information and forms to help you assist your clients.
Gift of Stock Transfer Form
Sample Clauses for Wills
Bequest Confirmation Forms
“Cornerstone Society” , for those choosing to leave gifts in their Wills
How we thank our Donors – Our Donor Recognition Program
We have learned that Philanthropists come from all walks of life and give gifts at various levels, all of which are very important to us and the health care of our community. We are grateful for every one of them.
Let’s work together to ensure that your clients make a gift that is reflective of their dreams for better health care in the future for our patients, their family and friends in years to come.
The Allied Professional Advisory Council at the TMH Foundation is a group of dedicated planning professionals (financial planners, accountants, lawyers and life insurance agents) that advise the Foundation on matters relating to legacy and planned giving, and promote awareness of how charitable giving improves care for patients at our hospital.
Please contact Wendy Warner, Executive Director by calling (613) 392-2540, ext. 5403.