Ways to Give
Wills and Estate Planning
Include a gift in your estate
Your Legacy of Care Starts Here
Every day, lives are touched at our community hospital. Patients find comfort in uncertain moments, families feel reassured, and healthcare teams provide exceptional care. Your legacy can be part of each of these meaningful moments.
Imagine the difference your kindness could make—today, tomorrow, and for generations to come.
By considering a gift in your Will or Estate plans to Milton District Hospital Foundation, you are helping ensure that compassionate, high-quality care is always close to home for the people who matter most—your family, friends, and neighbours..
If you have questions while reading through the options, don’t hesitate to ask for more information.
Please always use our legal name: The Milton District Hospital Foundation, 725 Bronte St. South, Milton, ON L9T 9K1 and Charitable Registration #119245330RR0001.
Discover simple ways to make a lasting impact in your community.
While many people choose to leave a gift in their Will—an option that costs nothing today and creates a lasting impact—there are several other simple and tax-effective ways to give: Registered Accounts (RRSP, RRIF, TFSA): Naming the Foundation as a beneficiary can reduce estate taxes and allow more of your gift to go directly to patient care.
Gifts of Securities: Donating appreciated stocks or mutual funds can eliminate capital gains tax, making your gift go further.
Life Insurance & Donor-Advised Funds: Name the Foundation as a beneficiary or use a donor-advised fund to create a meaningful and lasting family legacy.
Real Estate: A gift of property can unlock significant tax advantages while making a transformative impact on healthcare in our community.
Giving Through Your Business: Whether through a corporate gift, a gift of shares, or as part of your succession planning, you can support the hospital in a tax-efficient way while leaving a lasting mark on your community.
The Benefits of Estate Planning
TAX SMART SOLUTIONS
With thoughtful planning, your gift can also be tax-efficient.
FLEXIBLE
You can designate your gift to a specific area or leave it unrestricted.
PEACE OF MIND
Assurance that your affairs are well-arranged, your loved ones are provided for.
RECOGNITION
You will be recognized as a member of our Escarpment Legacy Circle for your commitment to the future of care.
COSTS NOTHING TODAY
Your gift costs nothing today yet creates a lasting impact and ensures leading-edge care for generations to come.
Start your Will today
We’ve partnered with Will Power, a national movement helping Canadians, create a Will while supporting the causes they care about. Planning your Will is one of the most meaningful ways to care for the people and causes you love. It can also be simpler than you might think. By leaving a gift to MDHF in your Will, even a gift valued at 5% of your estate can make a lasting impact on our community.
Join our Escarpment Legacy Circle
When you include Milton District Hospital in your estate plans, you become a member of the Escarpment Legacy Circle — inspiring community of supporters committed to building a healthier future for all. As a member, your generosity will be recognized in a way that is meaningful to you and aligned with your wishes. Most importantly, we look forward to getting to know you and hearing your story—because your legacy is personal, and it matters to us.
Frequently Asked Questions
“My family comes first.”
We completely understand—caring for your family and loved ones will always come first. Many people choose to support their local hospital because of the meaningful role it has played in their lives—whether through exceptional care, comfort during difficult times, or support for someone they love.
What often surprises donors is that, with thoughtful planning, it may be possible to do both. Canada’s charitable tax system can offer important advantages, helping to reduce taxes on your estate. In some cases, this means you can support the causes you care about while still preserving more for your loved ones.
Every situation is unique, and a conversation with your professional advisors can help you find an approach that feels right for you.
If you’d like to learn more, we’re here to help you explore your options—at your own pace and in a way that feels comfortable and pressure-free.
“Do I need to be wealthy to make a difference?”
Not at all. Many people are surprised to learn that gifts of all sizes can have a meaningful impact.
Even a small percentage of your estate can help provide vital equipment, support patient care, and strengthen healthcare close to home.
Because a gift through your Will or estate plans is made in the future, it doesn’t affect your finances today. With thoughtful planning, you can care for your loved ones while also making a lasting difference in your community.
“I don’t know any lawyers”
If you need help finding a lawyer, we suggest asking family and friends for recommendations or checking the Law Society of Ontario for a list of qualified lawyers.
“I may change my mind”
We understand that your circumstances may change, and it happens from time to time. Through consultation with your lawyer, you can adjust your will at any time
Our Commitment to You
Estate planning is a deeply personal decision. We’re here to have meaningful discussions tailored to your unique goals, so your legacy reflects what matters most to you and celebrates a life well lived.
Marnie Helmy,
Director, Philanthropy & Gift Planning
Email: MHELMY@haltonhealthcare.com