Planned Giving

A Planned Gift is a thoughtful way to make a lasting impact on an organization. Planned gifts are easy to arrange and with the help of your advisors can help you develop a plan that provides for your loved ones, maximizes tax and financial benefits and makes a difference to everyone in the community.

There are several ways you can donate to Calgary Health Trust, and with the help of professional advisors, you can choose the type of gift that works best for you. Every gift offers you the opportunity to make a lasting impact on health care in our community.

Planned gifts may be used to sustain current operations, fund important capital projects or they may also be endowed, to be held and invested by the Foundation to generate annual gift income forever.

To learn more about planning your gift, please email Shahr Savizi, Planned Giving Officer or call 403-943-0620.

Bequests

A gift in your will, also known as a bequest, is one of the easiest ways to make a significant gift at a level which may not be possible during yout lifetime. Bequests can be directed to an area of your choice or left unrestricted to allow Calgary Health Trust to apply it to the area of greatest need.

Endowments or Donor Advised Funds

An endowment fund is like a savings account as it earns interest over time. Your gift is invested and the income earned on that investment is provided to the area of health care you have chosen to support. Endowment funds are lasting legacies that grow in perpetuity.

Shares and Securities

A donation of publicly-listed stocks, shares or securities is one of the easiest and most effective ways to support healthcare in Calgary. When you make a gift of securities, you can completely eliminate the steep capital gains tax that you would incur if you were to sell the assets and donate the proceeds to Calgary Health Trust.

Life Insurance

When you name Calgary Health Trust as a beneficiary of your life insurance policy, you continue to posses ownership of the policy and Calgary Health Trust, as beneficiary, will receive the proceeds when you pass away.