Home / Ways to Give/ Gifts of Life Insurance

Forging thoughtful and lasting legacies

We Invite you to consider this strategic and impactful way of supporting local life-saving health care.

By creating a new life insurance policy and designating Headwaters Health Care Foundation as owner and beneficiary, you can generate a significant future contribution and also achieve tax savings today!

Individuals will receive full charitable tax credit for all premiums paid. Businesses can deduct the full expense of premiums from taxable income.

Susan, a 35-year-old local professional, establishes a new gift of life insurance:

  • The policy is owned by Headwaters Health Care Foundation
  • She contributes $63/month for 20 years
  • 100% of her premiums receive a charitable gift receipt she can use to reduce tax today
  • At Susan’s life expectancy, the policy is projected to provide a future gift of over $95,000
  • After 20 years, no further premiums are required, and the policy is permanent for life

This policy becomes a permanent future gift that will purchase life-saving medical equipment and critical upgrades. Susan’s resounding legacy will serve, save, and safeguard the lives of our residents and visitors for decades!

To learn more about how you can create a legacy with a gift of life insurance, to shape the future of our local health care, please contact:

 

Joel Porter, Director

Headwaters Health Care Foundation

jporter@headwatershealth.ca

519.941.2702 ext. 2285

 

Download Our Flyer to Learn More

The following local professionals will also be happy to explore how to make a gift of life insurance with you:

 

Christian Chopp, Co-Operators

christian_chopp@cooperators.ca / 519-941-5178

Ken Krakar, Canada Life

ken@protectyourfinances.ca / 519-215-3897

Shawn Long, TD Wealth Insurance Services

shawn.long@td.com / 519-941-2125

Matt McClure, IG Private Wealth Management 

matt.mcclure@igpwm.ca / 519-938-0573

Cheryl Sikkema, Caldwell Insurance Services Ltd. 

csikkema@caldwellinsuranceservices.com / 905-703-4997