Fact Sheet for Professional Advisors
When speaking with your clients, the following Fact Sheet may be helpful to familiarize yourself with Huron Hospice and the gift planning vehicles available. The giving options can empower your clients and help them to make meaningful legacy gifts, during life or at the end of their lives and at the same time enjoy tax benefits.
Gift Planning at Huron Hospice
Helping your clients plan a charitable Gift
Philanthropic giving is becoming an essential part of the financial planning process. Your clients put a lot of time and thought into their financial future. The same is true of their philanthropic priorities. When they do, they want to have conversations with their advisors about the possibilities.
Offering your clients counsel on tax-effective planned philanthropy and charitable giving can help you build deeper relationships with your clients. You can see that this will strengthen their loyalty to you. Our gift planning team is ready to work closely with you to help your clients achieve their philanthropic legacy.
The following information will help you think about options for your clients and help you prepare to speak with your clients. We also urge you to contact the Canadian Association of Gift Planners for more information about how to speak with your clients about gift planning.
who we are:
The journey at the end of life is likely the most difficult one that any of us will make. When families in Huron County are on that journey, they turn to Huron Hospice for compassionate care and help to cope with loss and grief. We have been providing providing rural hospice palliative care for 28 years. At Huron Hospice, we support families so they can celebrate a life well-lived.
Huron Hospice In Brief
Our Legal Name and Charitable Registration Number:
Huron Hospice Volunteer Service
Charitable Number 890040173RR0001
Our Contact Information:
Huron Hospice
98 Shipley Street
Clinton, ON, N0M 1L0
519-525-7352
Frequently Asked Questions
What types of gifts are accepted?
My client doesn't have the means to make a large gift. Do you accept more modest investments?
My client wants to include Huron Hospice in their Will. What is the appropriate wording?
Who do I contact for information? Where do I send information?
How are endowments established?
My client wishes to remain anonymous. Is this possible?
Will, my client receive a tax receipt?
My client has specific ideas about how they would like their gift spent. Can you accommodate their wishes?
My client wants to support Huron Hospice but would like suggestions on what to support. Can you do that?
1. What types of gifts are accepted?
Huron Hospice accepts many different types of charitable gifts ranging from gifts of cash to gifts-in-kind. Learn more about ways to give
2. My client doesn't have the means to make a large gift. Do you accept more modest investments?
Huron Hospice is pleased to accept gifts of all sizes. We know that every gift comes from the heart.
3. My clients want to include Huron Hospice in their Will. What is the appropriate wording?
Huron Hospice can provide general wording to help you prepare a will. We suggest that the wording be written as broad as possible to ensure the gift can be accepted and eventually used as intended by the donor. We can prepare a separate memorandum of understanding that reflects your client's wishes in more detail if necessary. This memo is not legally binding and can be changed by the donor at any time.
While we understand and respect that some people prefer not to speak directly with the charity about their Bequest, we encourage you to confirm that we can honour the gift as intended.
Donors may also want to let us know about their intentions by providing a copy of their Will or the relevant pages pertaining to their Bequest for Huron Hospice.
4. Who do I contact, and Where do I send information?
Please call or email Christopher Walker, Manager Of Fund Development, at 519-525-7352 or chris.walker@huronhospice.ca
Send all information about giving to Huron Hospice to:
Huron Hospice
98 Shipley Street
Clinton ON N0M 1L0
Phone:519-525-7352
5. How are endowments established? DO WE WANT TO INCLUDE THIS?
Endowments are wonderful opportunities to create lasting legacies. A donor’s gift is invested in the Huron Hospice Investment fund, and according to the Investment Fund Policy, a portion of the interest earned is used to support Huron Hospice. These funds are then used annually.
We would be pleased to discuss endowment opportunities.
6. My client wishes to remain anonymous. Is this possible?
We understand the importance of protecting the confidentiality of your clients. We are aware that many people prefer their gift to remain anonymous. We will respect and honour their wishes. We will consult with these donors or with their advisors to determine the level of privacy that would be most appropriate.
7. Will my client receive a tax receipt?
An individual making a charitable donation will receive a tax receipt based on Canada Revenue Agency's guidelines on gifts and receipting. Huron Hospice is committed to forwarding tax receipts as soon as possible following receipt of the donation.
8. My client has specific ideas about how they would like their gift spent. Can you accommodate those wishes?
Donors are encouraged to designate their gift to an area that is important to them and in keeping with Huron Hospice’s mission and vision. To ensure the viability of the proposed gift, we recommend you or your client contact the gift planning team early on in the decision-making process.
Should the proposed designation not be feasible, we will suggest an alternative designation that matches your client's needs and interests.
Over time, the needs of Huron Hospice may change due to revisions of the program and external considerations. For that reason, we urge donors who have restrictions identified in their bequest language also to include the following power to vary statements in their bequest clause.
If circumstances make the specified use of this gift no longer practical or desirable, the Board of Directors of Huron Hospice are hereby authorized to make changes in its use in keeping as far as possible with the spirit and general intent of the gift.
9. My client wants to support Huron Hospice but would like suggestions on what to support. Can you do that?
In consultation with you and your client, we will provide information on Huron Hospice funding priorities based on your client's specific areas of interest.
Connect with the Gift Planning Team to find out more.