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The Royal has a legacy of delivering excellence in specialized mental health treatment, advocacy, research and education. When you include The Royal in your will, you create your own personal legacy and ensure the best possible patient care and continued leading-edge research. Your thoughtfulness today will create healthier futures for patients in our community and around the world.
If you want to make a donation both for tax advantages now and through your estate later, there are planned giving options available:
Examples of gifts that give back include:
To learn more about these planned giving options, please contact Tracy Donahue at (613) 722-6521 ext 6673 or by email at tdonahue@theroyal.ca.
Future gifts can be made in several ways; consider leaving a bequest in your will, a gift of life insurance, endowment gifts or by designating The Royal as the beneficiary of your RRSP/RRIF funds. Your investment today will assist us in treating lives in the future. By designating The Royal as the beneficiary of your RRSP/RRIF you may also reduce your provincial estate or probate tax.
We strongly encourage anyone considering a bequest donation to enlist professional legal, estate planning and/or financial advice when making decisions about your gift to The Royal. We are happy to work with you and your advisor to ensure the donation you choose to leave best suits your needs and wishes.
Legal Name: Royal Ottawa Foundation for Mental Health
Address: 1145 Carling Avenue Ottawa, Ontario K1Z 7K4
Charitable Registration Number: 119129179RR0001
A gift made in your will, also known as a bequest, is one of the simplest ways to make a significant gift—perhaps larger than you ever thought possible—to help patients at The Royal. Bequests may be directed to a particular area of care that is meaningful to you. Even if you choose not to designate your bequest, you can be assured it will go to the highest priority needs at the hospital.
A will enables you to distribute your money and property as you choose. You can provide for your family and loved ones as well support the patients and families at The Royal.
A gift in your will to The Royal can significantly reduce taxes payable upon death.
There are different ways to leave a gift in your will—residual and general.
Wills can be complex documents and should be drafted with the assistance of legal counsel. To ensure correct and timeless wording that best honours your true intentions, we are available help you and your advisor draft the charitable bequest language in your will.
Making a charitable gift of a Registered Retirement Savings Plan (RRSP) or Registered Retirement Income Fund (RRIF) is simple. You can donate all or a portion of any remaining retirement funds upon your death by naming The Royal as a beneficiary on your plan.
Below are several suggested clauses that may be helpful for lawyers when acting on behalf of a client wishing to make a gift through their will in support of the Royal Ottawa Foundation for Mental Health (legal name, herein known as “FOUNDATION”).
We respectfully ask that lawyers keep flexibility in mind when advising clients. Health care in Ontario is changing rapidly—a program or priority at The Royal may be vital today but redundant in the future. The “Power to Vary” clause included gives The Royal’s Board of Directors the ability to use a gift to the best advantage of The Royal.
An undesignated bequest is the preference of The Royal. If, however, your client is interested in designating a bequest in support of a specific program or equipment need, we respectfully ask that there be a consultation with hospital officials to ensure that the spirit of the donor’s wishes can be satisfied.
To deliver or transfer to the Royal Ottawa Foundation for Mental Health (“FOUNDATION”) the whole of the residue of my Estate (or _____% of the residue of my Estate) to be used for such purposes for the benefit of the Royal Ottawa Health Care Group as the Board of Directors of the FOUNDATION may, in its absolute and restricted discretion, from time to time determine. I declare that a receipt therefore from any officer, director or person authorized to accept donations on behalf of the FOUNDATION shall be a complete release and discharge of my Trustees with respect to the portion of my Estate being paid to the FOUNDATION.”
To deliver to the Royal Ottawa Foundation for Mental Health (“FOUNDATION”) the sum of $ _______ (or residue if that is the case) to be retained as a perpetual endowment and the income there from to be used for such purposes for the benefit of the Royal Ottawa Health Care Group as the Board of Directors of the FOUNDATION may, in its absolute and unrestricted discretion, from time to time determine. I declare that a receipt therefore from any officer, director, or person authorized to accept donations on behalf of the FOUNDATION shall be a complete release and discharge of my Trustees with respect to the portion of my Estate being paid to the FOUNDATION.
To deliver to the Royal Ottawa Foundation for Mental Health (“FOUNDATION”) the sum of $ ____ to be used for such purposes for the benefit of the Royal Ottawa Health Care Group as the Board of Directors of the FOUNDATION may, in its absolute and unrestricted discretion, from time to time determine. I declare that a receipt therefore from any officer, director, or person authorized to accept donations on behalf of the FOUNDATION shall be a complete release and discharge of my Trustees with respect to the portion of my Estate being paid to the FOUNDATION.
To deliver to the Royal Ottawa Foundation for Mental Health (“FOUNDATION”) the sum of $ ____. Without imposing any restrictions upon this bequest, it is my wish that it be used by (specify purpose). I declare that a receipt therefore from any officer, director, or person authorized to accept donations on behalf of the FOUNDATION shall be a complete release and discharge of my Trustees with respect to the portion of my Estate being paid to the FOUNDATION.
To transfer and deliver to the Royal Ottawa Foundation for Mental Health (“FOUNDATION”) my (specific asset of item) to be retained or sold and it or the proceeds of any sale to be used for the benefit of the Royal Ottawa Health Care Group as the Board of Directors of the FOUNDATION may, in its absolute and unrestricted discretion, from time to time determine. I declare that a receipt therefore from any officer, director, or person authorized to accept donations on behalf of the FOUNDATION shall be a complete release and discharge of my Trustees with respect to the portion of my Estate being paid to the FOUNDATION.
To deliver to the Royal Ottawa Foundation for Mental Health (“FOUNDATION”) the sum of $ ________ to be used for (specify purpose). I declare that a receipt therefore from any officer, director, or person authorized to accept donations on behalf of the FOUNDATION shall be a complete release and discharge of my Trustees with respect to the portion of my Estate being paid to the FOUNDATION.
The following clause allows the Royal Ottawa Foundation for Mental Health (“FOUNDATION”) Board of Directors to alter the purpose for which a gift is used if changing circumstances make it impossible or impractical to carry out the original purposes. It is recommended that the clause be included, whenever possible, in the case of restricted or designated bequests.
If, in the opinion of the Board of Trustees of Royal Ottawa Health Care Group (“ROHCG”), it should become impossible, inadvisable, or impractical to use this gift for the specified purposes, then the gift shall be used for other purposes consonant with the spirit and intention of this gift, for the benefit of the ROHCG as the Board of Directors of the Royal Ottawa Foundation for Mental Health may, in its absolute and unrestricted discretion, from time to time determine.
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If you would like more information about leaving a legacy gift to The Royal, please contact Tracy Donahue at (613) 722-6521 ext 6673 or by email at tdonahue@theroyal.ca.
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1145 Carling Ave.,
Ottawa, ON K1Z 7K4
(613) 722-6521
1141 Carling Ave.,
Ottawa, ON K1Z 7K4
(613) 722-6521
1804 Highway 2 E, P.O. Box 1050,
Brockville, ON K6V 5W7
(613) 345-1461
2121 Carling Ave.,
Ottawa, ON K2A 1H2
(613) 722-6521
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