Growing Our Endowment & Legacy Funds
Since 1988, the KBRH Health Foundation has raised over $24.9 million to advance healthcare in the Kootenay Boundary. Endowment and Legacy Fund donations are invested and will ensure long term sustainability of the KBRH Health Foundation. Through your donations to our Endowment and Legacy Funds, future generations will benefit from improved healthcare in our communities.
Planned Giving and Estate Planning
A Planned Gift is any current or deferred gift made with forethought to the charity and has considered financial implications to the donor. Generally, a planned gift is made from capital rather than income and ideally should be part of the donor’s overall estate plan. The object of Planned Giving is to meet charitable goals while maximizing tax and other financial benefits.
A will can be a means to make a substantial gift to the KBRH Health Foundation without diminishing the contributor’s assets during their lifetime. Important estate tax savings can result from charitable giving through your will.
By working with your financial consultant, you are able to learn about the benefits of Planned Giving and Estate Planning. Please download the Bequest Wording Document to assist you and your financial adviser with the preparation of your Planned Gift.
If you would like to learn more about giving through your Will, donating stocks, property or insurance policies, please call us. We are here to help.
Contact the KBRH Health Foundation: 888.364.3424 or 250.364.3424