Wills and Estates

A bequest in a will or estate could be as simple as a provision to leave a gift of your assets to the WDMH Foundation.

A charitable bequest could involve gifts of cash, real estate or other assets. Most commonly, gifts in a will are given residually, after family and friends are taken care of first. Alternatively, a percentage of the estate value or a set amount may be given.

Since you can claim up to 100% of your income on your final tax return and carry back any excess to the previous year, the tax relief created by an estate gift can be significant, and with detailed planning, your tax bill could be zero!

To learn more about including the WDMH Foundation in your Will – and the benefits of doing so, please read our Gifts By Will Fact Sheet and bring it to your lawyer and/or financial advisor. We are always here to help too! Please reach out to Erin Kapcala, Manager of Major and Planned Giving for the WDMH Foundation at 613-774-2422 ext. 6769.

If you have already identified a gift to the WDMH Foundation in your Will, please email Erin Kapcala or phone her at 613-774-2422 ext. 6769 to let us know of your thoughtful gift. Sharing your intentions will allow us to thank and recognize you now (publicly or privately, as you prefer), and maybe even inspire others to echo your philanthropy.

Make sure your wishes are honoured by having a will. If you pass away without a will, the government will appoint a public trustee who will decide how the assets of your estate will be distributed.  These documents may be helpful to you: 

• WDMH Foundation Funds -  Choose How Your Gift Will Be Used
• Executor and Trustee Guide 
• WDMH Foundation Legacy Gift Thank You Form