Contact Mélissa Brinant, Senior Advisor, Planned Gifts at melissa.brinant@icm-mhi.org or at 514 593-2525, ext. 3307.
All the property is bequeathed, after taxes and debts are paid, and is sometimes divided among several beneficiaries.
Example of a testamentary clause:
"I bequeath all my property to the Montreal Heart Institute Foundation, registration number: 10183 7896 RR001.”
All or a percentage of the property that remains after payment of taxes and debts and specific bequests.
Example of a testamentary clause:
“I bequeath all (or _%) of the residue of my property to the Montreal Heart Institute Foundation, registration number: 10183 7896 RR001.”
This corresponds to a specific amount of the succession or determined property.
Example of a testamentary clause:
“I bequeath the sum of $_ to the Montreal Heart Institute Foundation, registration number: 10183 7896 RR001.”
Did you know that you can also designate the Foundation as the beneficiary of a retirement plan (RRSP or RRIF) or life insurance policy in your will?
Example of a testamentary clause:
“I designate the Montreal Heart Institute Foundation (registration number: 10183 7896 RR001), as the beneficiary of my _ (RRSP, RRIF, etc.).”
Have you already planned to make a donation in your will to the Montreal Heart Institute Foundation? If you wish, let us know so that we can express our gratitude. This is entirely up to you and your wishes can remain confidential. You can also change your mind at any time, with no obligation to notify us.
If you are a liquidator of a succession that includes a bequest to the Montreal Heart Institute Foundation, our team is available to help you facilitate the process.
Together, we can explore alternative donation plans, such as the donation of flow-through shares, that are advantageous for you. Contact us to discover how you can maximize your impact on a cause that is dear to your heart.
The content on this page is provided for information purposes only. It is not intended to be a substitute for the professional advice and assistance of a notary, accountant, financial advisor, or other expert. Please discuss your projects with these specialists.