For Professional Advisors

If you are supporting clients who would like to make a planned gift to benefit the Winchester District Memorial Hospital, take a look here for some great information and resources, designed to make your life easier.

 

Your work with clients supports the good work done at our local hospital every day. We at the WDMH Foundation would like to support you and your clients in any way that we can on their journey to becoming a donor or strengthening their commitment as a donor to the hospital. We are so grateful for your expertise and professionalism in serving not only your clients, but the greater community through your work.

 

Here are a few tools and resources that will help you meet the needs of your clients who want to support health care in our region:

  • Give your clients both the How to Donate Shares and Mutual Funds Package, which includes a how-to checklist, as well as the Letter of Intent Forms 1 and 2, for use when donating shares or mutual funds.
  • Download the Plan Your Gift Fact Sheet to have all the information handy that you might need in supporting your clients’ wishes (includes gift designation areas as well as donor wall recognition levels).
  • Visit the Resources section on our website to learn more about the tax benefits and resources available to your clients.

Our Professional Advisor community is extremely important to us. You are the lawyers, accountants, life insurance agents, estate planners, financial planners, bankers who working tirelessly for your clients and ensuring their philanthropic goals are met. We would love to work directly with you to ensure your clients’ - and our donors’ - needs are met. If you would like a personal tour of WDMH, please contact us directly to set up a convenient time.

 

When a donor makes the WDMH Foundation a beneficiary in their will, they have elevated us to “family status” and we want to honour that by building a relationship with them. We want to be that beneficiary that truly honours their philanthropic goals and recognition preferences, and that is best done by confirming their wishes in person and getting to know them.

 

We would be happy to connect with any of your clients who are making a planned gift to the WDMH Foundation. We enjoy hearing the story behind the gift and being able to thank them while sharing the impact their investment will have on local health care. Please know that we do not intend to solicit them. If your client prefers to remain anonymous, we respect that and would be happy to update them through you. Please note: if your clients do not wish to have their name publicly recognized we would be proud to honour them as an “Anonymous” donor.

 

If your clients would like to, they can contact Kristen to discuss their philanthropic goals and gifts to see how we might best recognize their generosity. She would also welcome hearing from you regarding any questions you may have.

 

Kristen Casselman

Managing Director, WDMH Foundation

Phone: 613-774-2422 x 6169

Email: kcasselman@wdmh.on.ca

 

 

Helpful Links

 

 


Disclaimer: The above information is not intended as legal or financial planning advice. When considering any estate gift, or planned gift you should always consult your legal advisor, financial planner and your family members.