RVHS FoundationPlanned Giving Journal

  Ways to Give SeriesAugust 26, 2010
IN THIS ISSUE
Message from the Chair
.
Recognizing an inaugural member
.
Employee Stock Options
.
COMMITTEE
Frank Ortencio
Ed Fleury
Brandon Gorman
Sachin Gupta
Greg Kennedy
Kevin Murdock
Raj Thavaratnasingham
Carole Chabot
Ros Sagar-Lal
 
EDITOR
Kerry McLeish
 
QUICK LINKS
Let us know if you are a planned giving donor!
Frank OrtencioDear  ,
The Planned Giving committee and Foundation staff have been busy this year finding ways to steward all of our donors. Our new Legacy of Care Society has been created to recognize the generosity of those donors who have made deferred or planned gifts with a number of exclusive benefits.
 
If YOU have designated a bequest, life insurance or charitable annuity, please contact Carole Chabot, VP Development, at 416-281-7462. We'll send you a special invitation to join us at next month's inauguration of the Legacy of Care Society honouring our Planned Giving donors.

 
Frank Ortencio
Planned Giving Chair
First Vice President, Richardson GMP
Society member Janet Ecker with Jim WardLegacy of Care Society recognizes an inaugural member at hospital AGM
Each year, the Foundation is the grateful recipient of bequests and other realized planned gifts. However, we often have not been given prior notice of the donor's intent and only learn of their generosity when it is too late to thank them properly.

In order to recognize and thank, during their lifetimes, the remarkable donors who designate bequests and other deferred gifts to the Foundation, the Legacy of Care Society has been created.

This Society will be officially launched in September at a reception, but we celebrated the founding of the Society by presenting a membership pin to Janet Ecker, one of the Legacy of Care Society's inaugural members, at the RVHS AGM in June, 2010. Janet has been an active spokesperson and champion for the Foundation's legacy giving program.

"The Foundation would like to thank Janet for agreeing to speak publicly about her decision to remember RVHS in her will," said Chair Jim Ward.

RELATED LINKS
Planned Giving brochure (PDF 120 Kb)
Jo-Anne Ryan, TD WaterhouseMore Options with Stock Options: Taking Stock 
Jo-Anne Ryan, Vice President, Philanthropic Advisory Services, TD Waterhouse, explains the benefits of employee stock options.
 
"Over many years of working with executives in a philanthropic advisory capacity, I have been struck by their commitment to charitable giving, not only in terms of their time but also in terms of financial support. However, opportunities to maximize tax benefits, especially through the exercise of employee stock options, are often overlooked." MORE 
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Carole Chabot, CFRE
Vice President, Development
Rouge Valley Health System Foundation
416-281-7462