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 Winchester District Memorial Hospital 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 how to word your gift in your will, print and bring our Sample Language for a Will or Bequest form to your lawyer. There are several of the most common examples listed, and although this resource has been reviewed by a lawyer, it should not be used without consulting your personal lawyer or advisor, and the WDMH Foundation, if possible.


If you have already identified a gift to the WDMH Foundation in your will, please fill out our Planned Gift in Your Will Confirmation form or contact Kristen Casselman or phone her at 613-774-2422 ext. 6169 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. 


Guide to Gift Planning

Wills and Estates Fact Sheet 

Executor and Trustee Guide 


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, your family, and the WDMH Foundation, if possible.