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
519.941.2702 ext. 2285
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