Estate Planning

Planning a legacy gift is an important decision and we’re here to support you every step of the way. Explore these helpful tools and information to guide you through the process. Whether you’re just starting to consider a gift in your will or finalizing your plans, these resources can help you make an informed and meaningful choice that aligns with your goals and values.

• Start Here: Your Legacy, Your Story Brochure

  Discover how you can make a lasting impact on healthcare in your community. This brochure shares inspiring stories from donors like you who have chosen to leave a legacy gift, ensuring exceptional care for generations to come. Learn how your gift can advance medical technology and services, keeping high-quality care close to home.

  Download Brochure
• Legacy Giving Guide

  This guide provides detailed guidance for leaving a legacy gift to the Oakville Hospital Foundation, including suggested wording for wills, beneficiary options (e.g., retirement funds, life insurance, donor-advised funds), and recognition opportunities for donors. It also outlines key considerations for aligning your gift with your wishes.

  Download Guide
• Calculate Your Potential Gift

  We’ve partnered with Will Power, a national movement to educate Canadians on the power of making a difference through their Wills.

  Use the Will Power calculator to see how a gift in your will can create a lasting impact while maximizing your tax benefits. Discover how even a small percentage of your estate can make a meaningful difference for the Oakville Hospital Foundation.

  Calculate My Gift
• Bequest Acknowledgement Form

  If you have already made a gift in your will for the Oakville Hospital Foundation, we hope you will be comfortable in letting us know. We can share our appreciation with you privately or provide public recognition. Kindly fill in our Bequest Acknowledgement Form to tell us about your gift.

  Access the Form
• Professional Advisors

  We are delighted you are having a philanthropic conversation with your clients about their wish to leave a gift in their estate for the Oakville Hospital Foundation. If you would kindly encourage your clients to tell us once their decision has been made, we would like to thank them privately and discuss their preference for public recognition.

  Download Guide
• Additional Resources
  • Explore how the Law Society of Ontario can support you in planning your legacy gift. This resource provides tools to help you find a lawyer, understand estate planning, and ensure your will reflects your wishes and values. With expert guidance, you can confidently create a meaningful legacy for the future.
  • All About Estates offers expert advice on wills, trusts, tax planning, and elder care. Explore practical insights to help with your estate planning needs.
  • The Office of the Public Guardian and Trustee provides guidance on estate administration, guardianship, and trust services in Ontario. Access resources to help navigate these important topics.