{"id":2017,"date":"2025-11-13T09:37:20","date_gmt":"2025-11-13T14:37:20","guid":{"rendered":"https:\/\/fondationduchum.com\/?page_id=2017"},"modified":"2026-02-26T16:23:18","modified_gmt":"2026-02-26T21:23:18","slug":"planned-gifts","status":"publish","type":"page","link":"https:\/\/fondationduchum.com\/en\/contribute-to-the-cause\/ways-to-give\/planned-gifts\/","title":{"rendered":"Planned gifts"},"content":{"rendered":"\n
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Planned giving involves making a charitable gift as part of a financial, tax, or estate plan in order to maximize its impact. It allows you to increase your support for the CHUM Foundation and its hospital in a way that takes your personal and family circumstances into account. <\/p>\n\n\n\n

A planned gift can be arranged at any time, in a way that suits you best and is most advantageous for you.<\/strong><\/strong><\/p>\n<\/div>\n\n\n\n

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A strategic way to give\u00a0<\/h2>
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Gifts of life insurance<\/p>\n

A gift of life insurance allows you to make a meaningful contribution by donating only a portion of the policy\u2019s face value. It is an effective way to maximize your philanthropic impact without compromising your current finances. <\/div>\n \n Download information <\/span>\n <\/a><\/div>\n\n\n \n
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Gifts of publicly traded securities<\/p>\n

This option is ideal for individuals who own non-registered securities that have increased in value since they were purchased. From a tax perspective, it is one of the most advantageous ways to give.<\/div>\n \n Download the Donation Securities Form <\/span>\n <\/a><\/div>\n\n\n \n
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Gifts in will<\/p>\n

A legacy gift, also known as a gift in will or charitable bequest, is the most well-known form of planned giving. Anyone can leave a legacy gift: it is the ultimate commitment that will stand the test of time.<\/div>\n \n Learn more <\/span>\n <\/a><\/div>\n<\/div>\"\"<\/div><\/section>\n\n\n\n
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\n <\/span>\n <\/div>\n Other planned giving options include permanent endowment funds and charitable trusts.<\/span>\n <\/div>\n <\/div>\n <\/section>\n<\/div>\n\n\n\n
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\u201cBy choosing to donate shares to the CHUM Foundation, I was able to give generously while not having to pay taxes on the capital gain. That way, I can make the biggest difference for the health of future generations.\u201d <\/p>\n\n\n\n

\u2014 Louis Daubois, CHUM Foundation donor <\/strong><\/strong><\/strong><\/p>\n\n\n\n

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\u201cYou don\u2019t need to be a billionaire to support a cause. With the help of our advisor, we chose to donate shares held by our management company to make a meaningful gift to the CHUM.\u201d<\/p>\n\n\n\n

\u2014 Yves and Jean-Luc Lapierre, CHUM Foundation dono<\/strong><\/strong><\/strong>rs<\/strong><\/p>\n<\/div>

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An exclusive donor recognition circle<\/h3>\n\n\n\n

Choosing to donate life insurance or create a permanent endowment fund entitles you to join the Visionary Circle, and receive recognition for your generosity. Anonymity is always an option as well.<\/p>\n\n\n\n

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Learn more about the Visionary Circle<\/a><\/div>\n<\/div>\n<\/div>\n\n\n\n
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Choosing planned giving means:<\/h2>\n\n\n\n