Important Deadline:

If you want a 2023 charitable tax receipt for a gift of securities, the CHEO Foundation must receive the transfer form by Friday, December 15, 2023.

Click here for the updated gift of securities transfer form.

 

Philanthropy is a powerful connection between the head and the heart. 

When working with clients on their estate planning or making a gift from their assets while they are still living, you may find yourself discussing gifts to charity as a wise and meaningful option.

Philanthropy is an expression of your clients’ values, what they stand for and what is most important to them in their life.

As their professional advisor you play an important role in helping them express those values and create a meaningful legacy in their name that will help generations to come and be a point of pride for their family – not to mention the significant tax savings that can be gained through a gift to a registered charity.

The CHEO Foundation accepts many types of gifts from donor’s estate or assets.

Gift of Securities

The CHEO Foundation accepts gifts of securities without your clients having to navigate the sale process and will issue a charitable tax receipt for the full market value of the security at the moment it is transferred.

How to Give

Transferring appreciated securities to the CHEO Foundation is easy. Please complete the Securities Gift Form (PDF document) to complete the transaction.

Please contact Marc Belanger in the CHEO Foundation’s Finance Department at 613-738-3691 or by email at [email protected] with any questions about this type of transfer.

 

Gift in Will

Gifts made in a will to the CHEO Foundation can be a specific dollar amount, or a percentage or residual of an estate. Here is some practical information that you will need.

Legal Name: CHEO Foundation
Mailing Address: 415 Smyth Road Ottawa, ON K1S 3B8
Contact: Megan Doyle Ray, Manager Legacy Giving and Memorial Programs
Charitable Registration Number: 11 885 2474 RR0001

Please contact Megan Doyle Ray at 613 297-2633 or [email protected] with any questions you may have.

 

Gift of Life Insurance

Donors who give to CHEO using life insurance have options that can make directing their planned giving easy and cost effective. These gifts offset tax liability now and are considered separate from other estate assets when the estate is settled. Some strategies include:

• Taking out a new policy in the name of the CHEO Foundation.
• Naming the CHEO Foundation as the beneficiary of an existing policy.
• Transfering ownership of an existing policy to the CHEO Foundation.

Please contact Megan Doyle Ray at 613 297-2633 or [email protected] with any questions you may have.