Foundation > Make a Gift > Bequests and Legacy Gifts
 
Bequests & Legacy Gifts

Make a gift with lasting impact
 
By leaving a legacy gift to Bridgepoint, you’ll ensure that future patients can benefit from the compassionate care and specialized rehabilitation that Bridgepoint provides.

You will also be making a practical decision that may provide you with significant financial benefits, such as reduced income tax or estate tax savings.

Leaving your legacy
There are many forms of legacy gifts, including bequests, life insurance policies and charitable remainder trusts. You can read about the possibilities in Your Guide to Legacy Gifts.
 

To discuss the possibilities, please contact:
Malcolm Coles
Manager, Advancement Services
Bridgepoint Health Foundation
Phone: 416-461-8252 ext. 2057
mcoles@bridgepointhealth.ca

No commitment is required and your questions will remain completely confidential.

Charitable bequests
Charitable bequests are the most common form of legacy gift. Here’s what you need to know about how you can make a bequest to Bridgepoint in your will.

Professional advice will give you peace of mind
Seek the advice of a qualified financial advisor, lawyer or accredited estate planner when considering a bequest or other legacy gift. They have the expertise to help you balance your financial circumstances and your charitable goals.

If you have questions, we’re happy to help
Please contact:
Malcolm Coles
Manager, Advancement Services
Bridgepoint Health Foundation
Phone: 416-461-8252 ext. 2057
mcoles@bridgepointhealth.ca

Your questions will be kept confidential and no commitment is required. We also welcome queries from lawyers and financial advisors on behalf of clients.

Options for bequests
You may choose to leave a specific sum of money to Bridgepoint Health Foundation in your will, or a percentage of your estate. Or you may decide to leave a gift of property or securities. Please work with your estate planner, lawyer or financial advisor to ensure the bequest suits your situation and is legally valid.

Use Bridgepoint’s legal name in your will
If you are leaving a bequest to Bridgepoint, make sure it specifies Bridgepoint Health Foundation, located at 14 St. Matthews Road, Toronto, ON, M4M 2B5. (Charitable Registration Number 88923 4399 RR0001.) This will reduce delays in distributing your estate and will help ensure your bequest supports the work of Bridgepoint Health as soon as possible.

Sample bequest language
For a specific sum:
“My Executor shall pay or transfer to Bridgepoint Health Foundation, currently located at 14 St. Matthews Road, Toronto, ON, M4M 2B5, the sum of $[amount] for its general purposes.”

For a percentage of your estate:
“My Executor shall pay or transfer to Bridgepoint Health Foundation, currently located at 14 St. Matthews Road, Toronto, ON, M4M 2B5, [amount] per cent of the rest, residue and remainder of my estate for its general purposes.”

For a contingent bequest:
“If [name/s of beneficiary/ies] do/es not survive me, my Executor shall pay or transfer to Bridgepoint Health Foundation, currently located at 14 St. Matthews Road, Toronto, ON, M4M 2B5, the sum of $[amount] for its general purposes.”
Bridgepoint Legacy Partners
 
This special group honours our supporters who have committed to making a future donation to Bridgepoint through a bequest or other legacy gift. We would be delighted to welcome you into this group!
 
Evaluating what your legacy might be
 
Remember – a legacy gift comes from your assets, not your income. You can use our TriDelta Donation Planner to estimate how much your estate will be worth, and how much you might be able to give.

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