Planned giving

Gifts in your will

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To leave a legacy to a philanthropic cause.

What is a testamentary bequest?
A testamentary bequest or donation is a way to leave a part of yourself to a philanthropic cause that is dear to you. To do this, you can designate the organization as a full or partial beneficiary of your assets in your will.
To whom does this apply?
The testamentary donation is accessible to everyone and is revocable at any time. It takes effect at the time of the donor's death.
How to go about it?
It is important to discuss your wish to make a donation to the HMR Foundation as part of your estate planning and to discuss this with your notary to determine the appropriate form of bequest and ensure that the wording corresponds to your donation wish.
What are the advantages of a testamentary donation?
Your heirs benefit from a tax deduction through a tax credit for the donation, reducing the estate's tax bill.

You are in control of your bequest to the HMR Foundation. This form of donation can be modified at any time before your death. You contribute to the excellence of all care and services offered by the Hospital.
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1. Think about it

Discuss your intention to make a testamentary bequest with your advisor as part of your estate planning. This way, they can illustrate the financial impact of your donation on your heirs.

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2. Formalizing the will

Meet with your notary to properly indicate in the will your intention to donate and determine the type of bequest that suits you. Remember that if your family and financial situation changes, you can modify your bequest at any time.

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3. Inform the FHMR

The HMR Foundation would be grateful to be informed of your intention to make a bequest so that we can acknowledge your gesture now if you wish. Please do not hesitate to inform us of your donation intention.

Frequently asked questions

Can I dedicate my testamentary bequest?

What are the types of testamentary bequests?

How can I indicate my intention in my will?

What is the tax benefit of making a testamentary bequest?

Any other questions?

Personne contact pour Any other questions?

Do you want more information about testamentary bequests or consider making one? Our team is here to answer your questions.

Expert

Valérie Paquette

E-mail

Phone number

514 252-3435 Ext 104
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