Leave a gift in your will

A gift in your will to the Mental Health Foundation can be part of your legacy to build a better future. 

 

Many donors find leaving a gift in their will the simplest way to make a significant gift while taking care of their own future and that of their loved ones. You can choose a specific dollar amount or percentage of assets. Your estate will receive a charitable receipt and reduce taxes paid.

Alternatively, you may wish to designate the Mental Health Foundation as a beneficiary of your RRSP/RIF as they become fully taxable as income in the year of death (unless they can be rolled over to a surviving spouse or certain financially dependent children/ grandchildren). As such, designating a charity may have significant tax benefits for your estate while being easy to change in the event of altered circumstances over time.

All gifts should be directed in your will to the Mental Health Foundation and include the Charitable Registration Number 821577673RR0001. Please see sample wording for wills below.

If you wish to designate your gift for a specific program or initiative, please contact the Foundation to discuss as time may impact the practical application of any specific designation.

For more information, please contact Amanda Shah. 

Donors are encouraged to consider the needs of family first and to consult with their advisors to be sure their gift considers overall tax and estate plans.

Sample Wording for Bequest to The Mental Health Foundation

“To pay the Mental Health Foundation (Charitable Registration Number 821577673RR0001) the sum of $____________. It is my wish that the funds be used specifically for unrestricted expendable use by the Mental Health Foundation, for the purposes and designs deemed appropriate by the Mental Health Foundation Board of Directors.”

“To pay the Mental Health Foundation (Charitable Registration Number 821577673RR0001) ___% of the residue of my estate. It is my wish that the funds be used specifically for unrestricted expendable use by the Mental Health Foundation, for the purposes and designs deemed appropriate by the Mental Health Foundation Board of Directors.”

Legal Name and Address
Mental Health Foundation

Mental Health Foundation
6th Floor 9942 – 108 Street NW
Edmonton, AB T5K 2J5

Charitable Registration Number
821577673RR0001