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Legacy Giving


Your Legacy – Our Future

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You can support and strengthen the long-term financial security of our community health facilities and fulfill your charitable goals. Funds stay in the North Okanagan and can be directed to areas of interest to you. We invite you to leave a life-saving legacy of your own.

What is Legacy or Planned Giving?

Planned Giving, often described as “leaving a legacy”, is simply planning to make a difference with your gift.  Planned gifts can provide beneficial results for a donor but, in order to ensure that all relevant issues have been considered and addressed and that all Income Tax Act, Canada provisions and regulations are met, prospective donors should seek qualified legal and accounting advice.

Legacy gifts come in many forms:

Bequests

Publicly Traded SecuritiesLife InsuranceRetirement plans (RRSPs & RRIFs)Charitable AnnuitiesCharitable Remainder TrustsResidual Interest GiftsGifts of PropertyFamily Endowment Funds

Legacy gifts are easy to arrange and can produce attractive benefits such as:
• Significant tax savings
• Enhanced control and flexibility in managing your personal finances and estate planning needs
• The peace of mind you achieve by finalizing your plans for a meaningful gift to our community healthcare facilities now or in the future

Many friends and supporters have discovered that legacy gifts have made a huge difference to the lives of the people who need our care.

Please Note: The content of this Website is for general information only. Vernon Jubilee Hospital Foundation strongly recommends consulting professional advisors when making your financial and estate plans. For more information or to answer your questions, please contact VJHF to arrange a no pressure meeting.